Templates / RevOps / Account list enrichment
Tier every account by priority (T1/T2/T3)
Auto-tier every account T1/T2/T3, with the reason written back to HubSpot. Sales no longer triages by spreadsheet. Every account in HubSpot has a tier and a one-line reason, owners attack T1s first, T2s second, and skip the T3 noise entirely.
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01 Companies
One row per HubSpot company. Account Tier scores each row into a tier with a one-line reason, and Update HubSpot Company writes the tier back to the CRM so sales reps see priority alongside every account.
| | Company name | Company Domain Name | LinkedIn Company Page | Record ID | | Tier | Tier Reason | |
|---|---|---|---|---|---|---|---|---|
| | Voltio | voltio.com | linkedin.com/company/voltio | 378544952545 | Tiered | tier_1 | Top-priority ICP · GTM hiring · in-territory | Updated |
| | Lenza | lenza.io | linkedin.com/company/lenza | 378335620294 | Tiered | tier_1 | Series B · enterprise SaaS · matches deal profile | Updated |
| | Pulsenote | pulsenote.com | linkedin.com/company/pulsenote | 378357304535 | Tiered | tier_1 | Funding signal · key persona present | Updated |
| | Trackbeam | trackbeam.app | linkedin.com/company/trackbeam | 378478865601 | Tiered | tier_2 | Adjacent vertical · smaller ACV expected | Updated |
| | Cloud Pivot | cloudpivot.io | linkedin.com/company/cloud-pivot | 378455521481 | Tiered | tier_2 | Mid-market · longer sales cycle | Updated |
| | Mosaic Labs | mosaiclabs.studio | linkedin.com/company/mosaic | 378455521482 | Tiered | tier_3 | Agency model · outside ICP | Updated |
| | Northwind | northwind.dev | linkedin.com/company/northwind | 374642010321 | Tiered | tier_1 | Enterprise · 250 emp · CMO change | Updated |
| | Brassly | brassly.com | linkedin.com/company/brassly | 378446567634 | Tiered | tier_2 | Mid-market · regional fit · 60 emp | Updated |
How does Tier every account by priority (T1/T2/T3) run?
Each step is a Baseloop action on the table. The workflow chains them in order, so the same sequence runs on every row that lands.
- 01
Pull every company from a HubSpot list, lifecycle stage, or saved view into Baseloop.
- 02
AI tiers each account into T1, T2, or T3 against your priority rules, fit, intent, ownership, geography, anything you write into the prompt. The default prompt writes the values as tier_1, tier_2, tier_3 so they slot into HubSpot select fields cleanly; edit the prompt if you want different labels.
- 03
AI writes a one-line reason for the tier so the rep knows why before they pick up the phone.
- 04
Push the tier and reason back to the HubSpot company record. Reps see priority on every account in the same place they already work.
What does Tier every account by priority (T1/T2/T3) produce?
Sales no longer triages by spreadsheet. Every account in HubSpot has a tier and a one-line reason, owners attack T1s first, T2s second, and skip the T3 noise entirely.
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