#The challenge
Reps had no defensible way to decide which accounts to work. Segmentation was inconsistent, there was no scoring model behind prioritization, and nothing in the CRM indicated whether an account was already running a competing product — a decisive signal in this market, where most wins are displacements. Sales leadership wanted a ranked, evidence-backed target list in reps' hands in time for the half-year sales kickoff.
#The approach
Account priority score
Built an account priority score combining industry tier, ICP fit mix, buying-committee coverage and headcount sweet-spot, so every account carries a number that reps and managers can interrogate rather than argue about from instinct.
Competitor detection through enrichment
Built a Clay engine that flags accounts running competing products by combining technology-graph signals with job-posting scans, then classified the resulting list inbound versus outbound and ranked it into an addressable target list.
Rep-facing prioritization tooling
Shipped a hot-list field and automation surfaced at the top of the contact layout so reps self-flag priority contacts, with date stamping and a decay flow that automatically clears stale 'pursuing' records.
#Outcomes
Top score band maps to a 24% win rate
The company's own two-year back-test against the LeanScale-built priority score found accounts scoring in the top band closed at a 24% win rate, concentrating rep effort where it converts. This is the customer's back-test using the score LeanScale built, not an independently measured LeanScale result.
Ranked target list in reps' hands
Reps went into the half-year sales kickoff with a scored, competitor-flagged, inbound/outbound-classified target list instead of an undifferentiated account book.
Self-service prioritization live
The hot-list field and the pursuing-decay automation shipped in time for the kickoff, giving reps a way to flag priority contacts that ages itself out rather than accumulating stale flags.