Add Customer Fit Score Criteria

This guide explains how to define customer fit criteria using parameters in Reo.Dev. These parameters help Reo.Dev identify accounts that match the your Ideal Customer Profile.

Step 1: Click settings in the navigation bar and select the attribute option.

Step 2: The admin can configure specific Firmographics attributes and the corresponding criteria that outlines their ICP within Reo.Dev. The admin can add the following attributes:

• Location (Country of the organisation)

• Employees (Employee range)

Each attribute has two preferences. Preference one represents the stronger criteria, closely aligned with the ideal profile, while Preference two serves as a secondary level, offering more flexibility in account matching.

Step 3: Choose the desired location preferences from the drop-down menu.

Step 4: The process is similar to add the employees count attribute.

Step 5: Click Save after adding the customer fit criteria.

Reo.Dev assigns customer fit scores to accounts based on these criteria. These scores are categorized as Strong, Moderate, or Weak.

Remember, it's always possible to edit the customer fit criteria later.

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Reassessment Timeline

Once the customer fit criteria are updated, Reo.Dev will reassess all accounts and assign new scores within 24 hours. This ensures that the latest criteria are applied consistently across your account database.

If you need to refine your criteria, you can update them anytime, and the reassessment process will automatically take place within the next 24-hour cycle.