Sort The Intervention, Not Just The Lead

Sort each account state by the intervention it needs most. Automation Product guidance Seller assist No touch yet New user has not reached first value but fits common onboarding path Admin repeatedly abandons permission setup after error messages Activated target account hits SSO gate with 18 weekly users Poor-fit student account opens pricing once after signup Trial user needs reminder to complete the next standard setup step High-fit account completed value and asks how to add Legal Motivated user cannot find where to invite teammates Single casual login with no target fit and no core workflow

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