This worksheet produces a single composite ICP Score (1.0– 5.0) that flows back into the Opportunities database. The ICP Tier formula then bucket-sorts the deal automatically.
<aside>
🎯
Score the scope, not the org. A 10,000-person company with 80 seats in one engineering org is a Tier 1 deployment; the same company with three scattered free workspaces is a Tier 3 prospect. Always score the buying unit.
</aside>
The Dimensions
Untitled
Scoring rubric
Score each dimension 1–5. The composite score is Σ (score × weight).
1. Workspace Fragmentation Pain — 25%
| Score |
Criteria |
| 5 |
Actively running an RFP to consolidate ≥3 productivity tools. CFO-level cost mandate. |
| 4 |
Heavy users of 2+ competing tools (e.g. Confluence + Asana). Vocal frustration internally. |
| 3 |
One competing tool deeply embedded; growing pains but no active replacement effort. |
| 2 |
Already mostly consolidated on one stack; switching cost feels high. |
| 1 |
Custom-built internal tools or strong commitment to incumbent stack. |
2. AI Readiness & Mandate — 20%
| Score |
Criteria |
| 5 |
CEO/COO has set explicit AI mandate. Already paying for ChatGPT Enterprise, Cursor, Claude, etc. Building agents internally. |
| 4 |
AI initiatives owned by a Head of AI / AI Program Manager. Active rollout in progress. |
| 3 |
Pockets of AI adoption; team-led, no top-down strategy. |
| 2 |
Curious but cautious. Compliance / IT concerns dominant. |
| 1 |
Explicitly restricted AI use (regulated industry, no progress). |
3. PLG Footprint — 15%
| Score |
Criteria |
| 5 |
200+ active free/Plus seats discovered via PLG signals. Multiple workspaces. Organic groundswell. |
| 4 |
50–200 seats, multiple teams, growing month over month. |
| 3 |
10–50 seats, contained to one team. |
| 2 |
A handful of seats, mostly inactive. |
| 1 |
No existing footprint. |
4. Team Archetype Fit — 15%
| Score |
Criteria |
| 5 |
AI-native company, modern fintech, design tool, dev infra, or modern SaaS — Notion's core customer profile. |
| 4 |
High-growth media / consumer brand with strong product + eng culture. |
| 3 |
Traditional SaaS or services company with mixed cross-functional teams. |
| 2 |
Heavily regulated industry with rigid information architecture. |
| 1 |
Hardware, government, or industries where Notion is structurally a poor fit. |
5. Growth Stage & Trajectory — 15%
| Score |
Criteria |
| 5 |
Series C/D, 500–2,000 employees, recently funded, aggressive hiring. Tooling refresh window open. |
| 4 |
Series B, 100–500 employees, ≥50% YoY headcount growth. |
| 3 |
Profitable mid-market, 200–1,000 employees, stable growth. |
| 2 |
Public, slow growth, entrenched IT. |
| 1 |
Pre-seed/seed (too small) or 5,000+ legacy enterprise (too entrenched). |
6. Champion Strength — 10%
| Score |
Criteria |
| 5 |
Chief of Staff, Head of RevOps, or Founder-level. Executive sponsor named. Budget identified. |
| 4 |
Director-level with peer support across 2+ orgs. |
| 3 |
IC-level enthusiast with limited reach. |
| 2 |
Champion has only personal-use buy-in. |
| 1 |
No identified champion. |