How can I categorize businesses based on product tiers?

Automatically segment prospects into your product tiers by analyzing company websites. PromptLoop extracts firmographic signals and categorizes each business into the tier that best matches their profile.

Prerequisites#

• A dataset of companies with website URLs
• Your product tier definitions (e.g., Starter, Growth, Enterprise)
• Criteria that distinguish each tier (company size, revenue, industry, tech stack)

Steps#

Step 1: Create categorization task#

1. Navigate to Tasks and click Create New Task.

2. Define your category output. In the task builder, create an output field for product tier:

Question:

Based on this company's size, industry, and needs, which product tier is the best fit?

Output type: Category (single selection)

Categories to define:

• Starter Tier: Small businesses with 1-20 employees, limited budget, need simple setup
• Growth Tier: Mid-size companies with 20-200 employees, moderate budget, need integrations
• Enterprise Tier: Large companies with 200+ employees, custom requirements, need advanced features

3. Add supporting fields (optional) to understand why a company fits a tier:

Employee Count:

What is the approximate number of employees? Return just a number.

Technical Sophistication:

Does the company mention using APIs, integrations, or custom solutions?
Options: High, Medium, Low

Industry Vertical:

What industry does this company operate in?

4. Test on 5-10 sample companies to verify accurate categorization.

Step 2: Run on your dataset#

1. Open your dataset containing company websites.

2. Click Run Task and select your categorization task.

3. Map the website column to the task input.

4. Start the job and monitor progress in the autoloop dashboard.

Step 3: Review and sync results#

Once complete:

1. Review categorization to spot-check accuracy.

2. Filter by tier to see how many companies fall into each segment.

3. Export or sync to CRM (HubSpot, Salesforce) to trigger tier-specific workflows.

Example#

You sell marketing automation software with three tiers based on company size and needs.

Task Configuration:

Output field: "Product Tier"

• Starter: 1-50 employees, basic email marketing needs
• Professional: 50-500 employees, multi-channel campaigns, integrations needed
• Enterprise: 500+ employees, advanced automation, API access required

Dataset (Before):

Results (After):

Now sales can prioritize outreach and tailor messaging to each tier.

Use cases#

Sales qualification:

• Route leads to appropriate sales rep based on tier
• Prioritize Enterprise prospects for direct outreach
• Automate Starter tier signups to self-service

Pricing strategy:

• Validate that pricing aligns with company segments
• Identify companies on wrong tier for upsell opportunities
• Analyze which industries prefer each tier

Marketing segmentation:

• Create tier-specific email campaigns
• Customize landing pages by company size
• Target ads to companies in specific tiers

Product development:

• Understand feature needs by tier
• Prioritize roadmap based on tier distribution
• Validate product-market fit per segment

Quality checks#

After categorization:

• Verify 10-15 random assignments match your expectations
• Check that category distribution makes sense (not 99% in one tier)
• Review edge cases where categorization may be unclear
• Cross-reference with other data sources (LinkedIn, Crunchbase) for validation

Tips#

• Include 3-5 tiers maximum for clearest segmentation
• Define each tier with specific, measurable criteria
• Add employee count and revenue as supporting fields to understand tier assignment
• Re-run periodically as companies grow and change tiers
• Use "Not Enough Information" as a category for companies with minimal web presence
• Combine with enrichment tasks to find decision maker contacts in each tier

FAQs#

Can I have multiple tier categorizations for the same company?
Yes. Set the category output to allow multiple selections. A company could fit both "SMB" and "High Tech" categories if you define overlapping tier systems.

What if the AI cannot determine the right tier?
Add a "Not Enough Information" or "Needs Manual Review" category. Companies with minimal websites or unclear signals will be assigned there for manual qualification.

How accurate is the categorization?
Typically 80-90% accurate when tier definitions are clear and measurable. Accuracy improves with specific criteria like employee count thresholds vs subjective criteria like "sophisticated needs."

Can I update tier assignments after running the task?
Yes. Edit cells in your dataset or re-run the task with refined tier definitions. When syncing to CRM, updated values will overwrite previous assignments.

Related#

• Create your first PromptLoop task
• Build targeted business lists
• Sync results to HubSpot