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Contact Prioritisation

14 people at one account clear the filters. Two of them will decide anything. This skill finds those two: every contact is weighed by the role the evidence gives them in the purchase, fit against the Persona and ICP memories RevOps maintains, the Lead Routing and Suppression rules in force and how each person has engaged so far. Contact Sourcing uses the ranking to choose which names get added at all and Prospecting Engagement to order who hears from the team first, while replies, meetings and deal outcomes keep teaching the method which people were worth the attention. The relationship nuance stays with the rep.

Used across
Contact Prioritisation·16 CONTACTS RANKED TODAY
Prioritising Uplands Freight…
TriggerContact list built · Uplands Freight · 16 contacts
Live stateReading Prospect State · roles, engagement, evidence
Applying skillRunning Contact Prioritisation v3
Weighs each contact's role, fit and prior engagement
Ranks 3 contacts as decision-relevant, the rest as reach
Highest title shows zero engagement in 90 days
Procurement contact identified late, added to the ranking
Reference memoryAgainst Persona · ICP · Lead Routing · Suppression
ActionContact ranking written, priority gap flagged for the SDR
Skill
Contact Prioritisation
v3v4
Contact SourcingUplands Freight top 3 ranked
Prospecting EngagementUplands Freight sends ordered
See all 2 capabilities Run 9 times today
Upgrade proposed
Zero-engagement top titles drop a rank until fresh evidence landsv4
The highest-titled contact showed no engagement in 90 days.
Upgrade Contact Prioritisation?
The current way > AI added on > AI-native

The shortlist inside the account

An account earns its place on the list once. The people inside it get chosen again at sourcing, again at outreach and again before every meeting.

01 | The Current Way

02 | AI Added On

03 | AI-Native

Enrichment returns 45 names for one target account

Whoever has an email address gets added

The rep skims titles and picks the familiar ones. Who actually matters most to the deal is a guess, and the guess differs rep to rep.

A rank that only reads seniority

Title order looks decisive and settles little: who shapes this purchase depends on persona and account context a title list never holds.

A list already ordered by role and fit

The rep works a short list ordered by role and fit, sees why each name is on it and spends sourcing time on people who can move the deal.

Outreach kicks off at an account with a full buying group

Start at the top of the org chart

Outreach goes to the most senior titles first. The people who live with the problem day to day get found late, or by a lucky reply.

Speed applied to an unranked list

A title ranking speeds the sending, but persona fit, suppression rules and past engagement are exactly what a title sort leaves out.

Outreach aimed at the buying roles first

The rep opens with the people evidence says will answer, suppressed contacts never join the queue, and replies reshape the next ranking.

A first call books with one of a six-person buying group

Prep centres on the name on the invite

The rep preps for whoever booked the call. Who can buy, who might block and who is missing from the invite comes up once the deal stalls.

A briefing scoped to the invite list

Summaries brief the rep on the attendees and miss the absent stakeholder who will decide the purchase: the invite is all they read.

Who to ask for is settled before the call

The briefing names who booked, the part they play and who to ask for next, so the first call widens coverage of the buying group on purpose.

Referenced by

Capabilities that run this skill

Prospecting

Contact Sourcing

Active
Contacts appear when an account opens
Contacts are sourced and prioritised against persona and ICP logic with reasoning attached.
Persona changes re-check fit
The contact set reruns against new logic and reprioritises who still fits.
Material stakeholder changes are flagged
Champion or economic-buyer changes are checked against the person's account role.
+
Results refine who gets prioritised
Meetings, replies and opportunities update persona-selection and prioritisation logic.
Current, reasoned contact coverage builds pipeline while reducing enrichment and research work.
SEE HOW IT WORKS

Prospecting

Prospecting Engagement

Active
Channel and timing are chosen together
Account state determines the intervention and channel, with approval held where required.
Suppression is checked before action
Eligibility and suppression are checked against the signal before intervention selection.
Campaign rules meet account context
Campaign logic runs with current account state and routing so exceptions are caught.
+
Results improve channel choice
Intervention results update messaging and channel strategy for later decisions.
Coordinated, traceable outbound raises conversion while reducing handoffs across tools.
SEE HOW IT WORKS
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Understand
ICP Fit
Account & Contact State
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Target Accounts
Propensity
Lead & Account Routing
Sequence Selection
Act
Outreach & Follow-up
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CRM Updates
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Surfaces
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Output
Briefings · Artifacts · Alerts · Recommendations · Approvals · Actions

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By judging each person against explicit definitions of who matters. Here every contact is measured against the Persona and ICP memories, filtered by Lead Routing and Suppression rules, and weighed on their engagement so far, so the order shows its reasons, for the rep to inspect and overrule.

It should set the order. Personas define the parts people play in a purchase, so selection starts from the part the evidence says this person plays and treats the job title as one clue among several. Two people with the same title can deserve opposite priorities in the same account.

Inside the work it already shapes. Contact Sourcing leans on it when deciding which names join an account, and Prospecting Engagement uses it to order the outreach queue. The rep rarely opens the skill itself; they meet it as a shorter list with the reasons written on it.

That skill stops at the account's front door. It ranks companies, weighing fit and likelihood against capacity and quarterly goals; once an account earns attention, Contact Prioritisation decides who inside it gets that attention, on persona and engagement evidence the account ranking never reads.

The rules are people's, and they are written down. RevOps maintains the Suppression and Lead Routing memories and the Persona and ICP standards beneath them, so exclusions are written, never improvised. The skill recommends an order; any message to a prospect is a rep's to choose and send.