Tiering a net-new company

When a confirmed mover lands at a company not already in the CRM, decide whether it's worth creating as an account. Score the enriched company against the operator's fit criteria from setup. Keep it deterministic and auditable — the operator should be able to read why a company was or wasn't a fit.

The rubric

Evaluate only the criteria the operator actually defined; a criterion they left blank is not a filter. Typical criteria:

• Employee count within a floor/ceiling range.
• Revenue above a floor.
• Industry / market matches one of the target verticals (check industry, description, and keywords).
• Keywords — target technologies, motions, or descriptors appear in the company's profile.
• Geography — headquartered in a target country/region.

Fit (Tier 1): every defined criterion that was evaluated passes → propose creating the account, then update the contact onto it and set the account tier.

Non-fit (Tier 2/3): any defined criterion fails → skip & flag (do not create the account), record the tier and a needs-attention flag, but still update the contact's new company and title so the record is honest.

No criteria evaluated: if nothing could be scored (missing enrichment, or no rules defined), do not auto-promote to fit — treat as non-fit / needs review, and surface why.

Notes

• Record the pass/fail reasons alongside the proposal so the approval step shows the operator the evidence, not just a verdict.
• Both tiers end at an updated contact — the difference is only whether a new account is created.
• Never create an account here for a company that a stronger identifier shows is already in the CRM under a different name; that belongs to the "already in CRM" branch, not this one. See matching.md.