Account Tiering

Sales Based on this tweet by @ericzakariasson

The prompt

Set up a new bot for me on a weekly schedule. Walk me through connecting Salesforce and Notion, then configure it: score every account on fit times warmth, write the tiers into a Notion database, and enrich contacts for the top tier in batches so the list is workable, not just ranked. Ask me what fit and warmth mean for our product, let me sanity-check tier one before the first full run, then save it.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

SalesforceNotion

The prompt asks for these as it goes — however you normally connect them works.

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Run Account Tiering yourself

Free to copy, adapt, and edit after setup.

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