AIAE Account Potential Scoring

01

Account

Company basics plus the Strategist/Planner flags no system holds.

Company name * Domain

Vertical HubSpot company ID Annual revenue, USD

Incumbent agency / open RFP Company size $10M–$500M Strong seller relationship

>50% search & social budget Advanced measurement / reporting

Known annual media spend, USD (optional) The model prediction is never changed by this. A reliable, matching amount sets a separate final assessed spend and tier. What does this amount represent? How reliable is it?

Reporting year / period Source or supporting evidence Note (optional)

AdClarity export (PDF, optional) Get it from AdClarity → Advertiser report (US VPN required): search the advertiser, set the period to Last 12 months — everything else stays default — then Export → PDF. Turns display/video/social into direct measurements for this evaluation.

Queries SEMrush, Apify, SEC EDGAR, news, LinkedIn, HubSpot and NetSuite — takes tens of seconds.

02

Evaluation progress

Which source is being queried right now.

Pipeline

03

Result

The headline first; the derivation and every collected field are below, behind a toggle.

Account potential Proxy-based · directional

Show the math — spend derivation, modifiers, flags, full summary

Raw data — every collected field with source and status

Evaluation failed.

Know the accountbefore you staff it.

Know the account
before you staff it.