Portfolio allocation
Match scarce strategic resources to future mutual value.
Agents01 02 03
Failed or incomplete first runs are refundedKey Account Prioritization
Allocate strategic coverage to the accounts that can justify it
Compare accounts by future mutual value, strategic fit, feasibility, risk, effort, and real portfolio capacity before assigning investment tiers.
What the Agent prepares
- Comparable account scorecards
- Capacity-aware tier allocation
- Owner, review date, and downgrade rule
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Turn deal signals into a reviewable sales decision
Compare accounts by future mutual value, strategic fit, feasibility, risk, effort, and real portfolio capacity before assigning investment tiers.
The Agent separates customer evidence, seller interpretation, assumptions, contradictions, and unknowns before recommending a next action.
Use it for
Tier design
Make each account tier authorize a clear level of investment.
Governance review
Downgrade accounts when evidence or feasibility changes.
Example task
Prioritize these accounts for strategic coverage
What the Agent prepares
- Comparable account scorecards
- Capacity-aware tier allocation
- Owner, review date, and downgrade rule
How it works
Frame the decision
Define the customer decision, scope, participants, timing, and seller constraint.
Audit the evidence
Apply the Skill method to observed actions, records, direct statements, and missing proof.
Commit the next check
Return a bounded recommendation, owner, review date, and evidence that would change it.
Ethical B2B sales analysis with explicit limits
- The Agent does not invent customer authority, need, budget, timing, intent, evidence, or commercial outcomes.
- It does not recommend bribery, deception, confidential-data extraction, unfair procurement influence, or unsupported guarantees.
- A human approves customer communication, pricing, commitments, resource allocation, contracts, and final commercial decisions.
Frequently asked questions
What should I provide?
Share the decision, customer context, dated actions or records, direct statements, constraints, owners, and known evidence gaps.
Can it work with incomplete deal data?
Yes. It marks unsupported customer facts as unknown and identifies the smallest ethical verification action.
Will it contact the customer or commit resources?
No. It prepares a decision record and next-step proposal for human review and execution.
Ready to put this Agent to work?
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