Marketing Engine · plain-English guide
How to read Account Planner
Account Planner target account selection & tiering. This guide explains what it produces, what each part means, and how it stays honest — so you can act on the output with confidence.
Takes
Account universe + ICP
Gives
Tiered accounts + focus set
The data it uses: Your account universe (list or CSV) and your ICP.
Watch how it works
How to read the output
Tiered list
Each account with its fit score, intent score, tier, and the reason — so you can see why an account ranked where it did.
Focus set
The tier-1 accounts worth a play this quarter.
Tiers
How the universe split: tier 1 to 3, and how many fell below the fit threshold.
The terms it uses
- Fit vs intent
- Fit is how well an account matches your ICP; intent is evidence of a live buying signal. They are scored separately.
- Fit gate
- Accounts below the fit threshold are not auto-selected into the focus set — poor fit never pads the list.
- Tiering
- Sorting accounts by combined fit and intent so effort goes to the ones most likely to convert.
How it stays honest
Every agent separates what it measured from your data from what it inferred. You always know which is which.
Measured
- ✓Account rows (as provided)
- ✓Fit + intent thresholding and tiering (computed)
Inferred
- ~Fit score
- ~Intent score
- ~Reason
Questions people ask
What happens to poor-fit accounts?+
They fall below the threshold and are kept out of the focus set — the fit gate stops a big-name-but-wrong-fit account from getting a play.
Now read the real thing.
Run Account Planner on your own data and compare the output to this guide. If it matches, you can trust it.