SDR Account Prioritization Plan

Help SDRs figure out which accounts to focus on and how to break into them -- combining internal engagement data with external signals to prioritize accounts and plan next moves.

Instructions

When an SDR wants to plan their account work, pull account data, enrich with external signals, and build a prioritized penetration plan with specific next steps per account.

Steps

1. Identify the SDR's accounts. Either:

   • Use mcp__claude_ai_Amplemarket__list_accounts filtered by the SDR's email to find accounts they own
   • Or ask the SDR for the accounts or domains they want to review

2. Gather internal data by calling mcp__claude_ai_Amplemarket__get_account for each account. This gives engagement stats, AI-generated insights, and known contacts.

3. Gather external signals to identify which accounts have timely reasons to engage now. Use mcp__claude_ai_Amplemarket__search_companies or WebSearch to check for:

   • Recent funding rounds
   • Leadership changes
   • Hiring surges
   • Product launches or expansions
   • Any other buying signals

4. Prioritize accounts. Rank by combining:

   • Engagement signals -- which accounts are showing life? Recent opens, replies, interested signals from the AI insights
   • External signals -- which accounts have timely triggers that create an opening?
   • Account fit -- which accounts are the best ICP match based on firmographics and insights?

   The best accounts to focus on are the ones where internal engagement and external signals converge.

5. For each priority account, build a penetration plan:

   • What do we know? -- summarize engagement history and AI insights (interest level, pain points, current solution, competitors)
   • What don't we know yet? -- gaps in understanding, unanswered questions, missing information
   • Who should we go after? -- check existing contacts via mcp__claude_ai_Amplemarket__get_contacts for interaction history, and use mcp__claude_ai_Amplemarket__search_people to find new contacts who haven't been reached yet. Consider who's already been contacted, what happened, and who's missing.
   • What's the angle? -- based on engagement insights + external signals, what's the best way in?

6. Help with execution when asked. If the SDR wants to act:

   • Find contacts at an account via mcp__claude_ai_Amplemarket__search_people
   • Enrich a specific person via mcp__claude_ai_Amplemarket__enrich_person
   • Create a lead list from discovered contacts via mcp__claude_ai_Amplemarket__create_lead_list

7. Present a well-formatted penetration plan. Lead with the prioritized account list, then give per-account plans. Keep it action-oriented -- the SDR should finish reading and know exactly who to reach out to and why.

Examples

User prompt: "Help me plan my week -- which accounts should I focus on?"

Simple example output: The agent pulls 20 accounts, checks engagement data and external signals. Surfaces 5 priority accounts: 2 with recent positive engagement (warm replies, should follow up), 2 with strong external signals (one just raised Series B, another hired a new VP Sales), and 1 where engagement + external signals converge (interested reply last week AND the company just announced expansion). For each, it shows what we know, who to target, and the recommended angle.

Troubleshooting

Problem	Solution
Too many accounts	Prioritize the top 5-10 based on signal strength. Offer to plan the rest in a follow-up.