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Propensity Assessment

Propensity Assessment

Two accounts sit three points apart on a priority score, and what those points are made of is anyone's guess. This skill replaces the number with a case: signals, engagement and fit weighed against your Signals, ICP, Persona and Goals & Objectives memories, returned as why this account, why now, and with what confidence. It runs again whenever the evidence moves, so no account's priority is older than its newest fact. Account Prioritisation weighs the judgement into the team's ranking, Prospecting Next Action reads it before choosing a move, reps and managers override the exceptional cases, and every meeting and opportunity that follows tunes the weighting.

Used across

Prospecting

Referenced by

Propensity Assessment

Signal Intelligence

Applies

Signals

ICP

Persona

Goals & Objectives

Propensity Assessment Skill Hero
Propensity Assessment·46 ACCOUNTS REASSESSED TODAY
Assessing Ingleby Robotics…
TriggerNew signal logged · Ingleby Robotics · $60K
Live stateReading Prospect State · signals, engagement, fit
Applying skillRunning Propensity Assessment v5
Recomputes priority from today's freshest evidence
Crosses the threshold on the new leadership signal alone
Yesterday's score used a signal now three weeks stale
2 of 46 accounts drop with no new evidence
Reference memoryAgainst Signals · ICP · Persona · Goals/Objectives
ActionPriority score written, threshold crossing flagged for the SDR
Skill
Propensity Assessment
v5v6
Propensity AssessmentIngleby Robotics crosses limit
See the capability Run 60 times today
Upgrade proposed
Scores expire after 5 days without fresh evidence instead of holdingv6
Yesterday's score used a signal already three weeks stale.
Upgrade Propensity Assessment?
The current way > AI added on > AI-native

Why this account, and why today

The morning queue, a fresh signal and a burst of engagement all put the same question to an account: does the evidence say now?

01 | The Current Way

02 | AI Added On

03 | AI-Native

A quiet account tops the morning queue

Triage by score and gut

The score was computed on last quarter's weights and cannot be opened. The rep re-triages by instinct and recency, account by account.

More signals in, one number out

Combining signals sharpens the number and hides the case: which signal, which fit criterion, whose goal put this account on top.

The rep reads the case, then calls

The rep checks the reasons behind the rank: the signal, the fit, the goal it serves. Overrides are allowed and every one is recorded.

Two signals in a month from a written-off account

Old verdicts outlive their evidence

The account was parked in spring and nobody re-triages parked accounts. The new signals sit in a feed; the verdict stays where it was left.

The uptick arrives unexplained

A refreshed score registers both signals. What they mean against signal definitions and this account's fit stays unargued, so nobody moves.

Parked accounts get a second hearing

The rep revisits the account with its case: both signals weighed, fit rechecked, confidence included. Attention follows evidence.

Three contacts at one account start engaging

Warmth read tool by tool

Opens and clicks accumulate in one tool, meetings in another. Whether the account is warming or one person is curious is each rep's read.

Warm by volume alone

An engagement score adds up touches. Whether they come from the personas who decide, at an account worth winning, is not in the arithmetic.

Engagement weighed with fit and goals

The rep learns whether to press or park: personas confirmed, ICP fit in evidence, the quarter's goal served. Either way has its reasons.

Referenced by

Capabilities that run this skill

Prospecting

Propensity Assessment

Active
Three accounts just moved into in-market
New funding and hires in the roles that feel this pain
Meridian Logistics jumps to the top of the list
Same profile as your last five closed-won deals, and hiring for the gap you fill
A contact at Northbridge is showing real intent
Visited pricing and a comparison page twice this week
+
Your ranked account list, ready for outreach
Who to call first, and the reason why
Priority accounts, ranked, before you start prospecting
SEE HOW IT WORKS

Prospecting

Signal Intelligence

+
SEE HOW IT WORKS
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How does an AI propensity skill work?

It keeps a live judgement of how likely each account is to move. Signals, engagement and fit are weighed with your Signals, ICP, Persona and Goals & Objectives memories, and the output is a case: why this account, why now, evidence shown. Meeting and opportunity outcomes adjust the weights.

How is propensity different from ICP?

The ICP settles a slow question: is this a company you win and keep? Propensity works the fast one: is now the moment? A perfect fit can sit still all quarter; a marginal one can light up overnight. ICP Assessment judges fit; this skill weighs that verdict with signals and engagement.

Which decisions read this assessment?

Account Prioritisation builds the team's ranking on it, Prospecting Next Action consults it before choosing a move, and Signal Intelligence reads it when an alert needs the account's standing. One judgement under all three: an account cannot be urgent on one surface and parked on another.

Is this Signal Interpretation added up?

It starts where Signal Interpretation finishes. That skill settles the meaning of a single validated event. This one keeps the account's running likelihood, folding each interpreted signal in with engagement, fit and the quarter's goals, re-weighing whenever a new reading arrives.

Who tunes what the assessment weighs?

RevOps: the ICP, persona and signal definitions are theirs, and weighting changes ship as owner-approved versions. Reps and managers override exceptions, and each override informs the next version. The assessment stays inside the team: any outreach it prompts is a rep's decision and a rep's message.