AI Lead Scoring
Automatically score incoming leads to focus on the hottest prospects first.
AI Lead Scoring
AI Lead Scoring ranks your incoming leads so you spend time on the ones most likely to convert. Navigate to Admin > AI > Leads to see scored leads.
How Scoring Works
CE Pro evaluates each lead against multiple signals and assigns a score. The scoring model considers:
| Signal | Why It Matters |
|---|---|
| Property size | Larger properties tend to produce higher-value jobs |
| Number of services requested | Multi-service inquiries signal serious buyers |
| Viewing behavior | Leads who view the estimate multiple times are more engaged |
| Returning customer | Past customers convert at higher rates |
| Referral source | Referrals close more often than cold leads |
| Contact completeness | Leads who provide phone, email, and address are more serious |
| Response speed | Leads who reply quickly to outreach are more engaged |
| Estimated value | Higher-value estimates deserve prioritized attention |
The model combines these signals into an overall score and assigns a tier.
Score Tiers
Every lead receives one of four tiers:
| Tier | Icon | Score Range | Meaning |
|---|---|---|---|
| Hot | Red flame | 80-100 | High likelihood of converting. Prioritize immediately. |
| Warm | Orange circle | 60-79 | Good prospect. Follow up within 24 hours. |
| Cool | Blue circle | 40-59 | Moderate interest. Keep in your pipeline but do not rush. |
| Cold | Gray circle | 0-39 | Low engagement. Follow up if time allows. |
Where Scores Appear
Lead scores show up in three places:
- Leads table — A score badge appears next to each lead in the main leads list at Admin > Leads.
- Pipeline cards — If you use the pipeline view, score badges appear on each card.
- AI Leads page — The dedicated page at Admin > AI > Leads lists all scored leads sorted by score.
Using Scores to Prioritize
Follow this workflow each morning:
- Open Admin > AI > Leads.
- Review all Hot leads first. Call or text them before doing anything else.
- Move to Warm leads. Send follow-up messages or schedule appointments.
- Check Cool leads for any that have moved up since yesterday.
- Review Cold leads weekly. Move stale ones to Lost if they have not responded.
Assigning Reps Based on Scores
If you have multiple salespeople, route Hot leads to your best closer. This maximizes conversion on your highest-potential opportunities.
Go to the lead detail page and use the Assigned Rep dropdown to reassign. See Managing Leads for details.
Score Changes Over Time
Scores update automatically as new signals come in. A Cool lead that views the estimate three times and replies to a follow-up may jump to Warm or Hot.
Check the AI Leads page daily to catch leads that have moved up in score.
Tips
- Do not ignore Warm leads. They are one good interaction away from becoming Hot.
- Speed matters most for Hot leads. Contact them within the first hour if possible.
- Use scores alongside your instincts. A lead with a Cool score but a large property and specific service requests may still be worth pursuing aggressively.
- Track your results. Compare close rates for each tier over time. If Hot leads are not converting at a higher rate, review the scoring signals with your team.
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