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Tiering

Core concepts

Tiering

Four tiers that decide how much effort an account earns, from a personally researched approach to nothing at all.

/docs/concepts/tiering07 / 20

Effort is the scarce resource in outbound, not contacts. A personally researched approach to one company costs something real; a templated blast costs almost nothing and is worth about as much. Tiering is how the system decides which accounts deserve which.

Why tiers exist#

Without tiers there are only two strategies available, and both are bad. Treat every account like it matters and you will contact eight companies a week. Treat none of them like they matter and you will contact eight hundred, badly.

A tier is an answer to a narrow question: given what we can prove about this account right now, how much of a human’s attention is it worth? It is recalculated as evidence changes, so it is a current judgement rather than a permanent grade.

The four tiers#

TierState of the evidencePosition
AWindow open, three or more conditions met, at least two strong recordsContact this week, personally, with the evidence in the message
BWindow open, two conditions met, evidence mostly moderateContact this month, sequenced, with one specific claim per message
CFit confirmed, no open windowDo not contact. Watch for a trigger.
DFit not confirmed, or an exclusion appliesOut of scope. Held for audit, not worked.

What each tier gets#

TreatmentABCD
Scout dossierAutomaticOn requestNoNo
Message draftingPer account, from that account's evidencePer account, one claim reused across steps——
Sequence length2 steps, then a human decides3–4 steps——
Human approvalAlwaysAbove the autonomy threshold only——
Re-qualifiedDailyEvery 3 daysWeeklyMonthly
Counts against send capsYesYesNoNo
Defaults. Editable per workspace; A-tier approval can be relaxed but not removed.

Two of these are worth dwelling on. A-tier sequences are short. Two steps, then a person decides what to do next — because if the evidence was strong enough to justify a personal approach, the follow-up decision is worth a person too. C-tier accounts do not consume send capacity. Nothing is sent, so nothing is spent, and the capacity stays available for the accounts that earned it.

Promotion and demotion#

Accounts move between tiers on evidence, and every move is recorded with the record that caused it.

  • C to B — a new signal stacks with an existing one and a window opens. The commonest promotion, and the one the whole watch list exists to catch.
  • B to A — a further family fires, or a moderate record is upgraded to strong after verification against a better source.
  • A or B to C — the window decayed. No rejection is recorded; the account simply stops being urgent.
  • Anything to D — an exclusion matched, or you rejected the account with a reason. Reasons generalise; a single name does not.
  • D back to C — only when the exclusion that put it there expires, such as a competitor contract reaching its renewal date.

Movement is damped. An account that has moved tier within the last 72 hours will not move again on a single weak record, because tier churn produces the worst possible outcome: contacting a company twice in a week from two different campaigns because it crossed a boundary and crossed back.

A tier change on the account timeline
{
  "account_id": "ACC-19022",
  "from": "C",
  "to": "B",
  "at": "2026-07-24T06:02:11Z",
  "caused_by": ["EV-2308"],
  "reason": "Expansion evidence stacked with existing hiring evidence; window opened.",
  "window": { "state": "open", "estimated_close": "2026-10-22" },
  "damped_until": "2026-07-27T06:02:11Z"
}

Tier caps#

Caps stop the system flooding you with A-tier accounts it cannot justify. They are limits on how many accounts may occupy a tier at once, not limits on sending — sending limits are separate and live in sending.

A tier
20 accounts per seat, per week
B tier
120 accounts per seat, per week
C tier
uncapped
Damping
72 hours between tier moves
Cap behaviour
lowest-confidence account demotes to B

When the A cap is reached, the lowest-confidence A account is demoted to B rather than the newest one being refused. The result is that A always contains the twenty best-evidenced accounts available this week — which is, deliberately, the same twenty the product exists to name.

Next: qualification — the argument that produces the verdict a tier is assigned from.