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. Open AI > Leads (/ai/leads) to see scored leads. The retained V1-compatible scorer is deterministic rule-based point math, persisted as rule version 1 with source evidence for each factor; it does not call an AI provider or spend AI credits.
How Scoring Works
CE Pro evaluates each lead against the signals that are stored in the CRM and assigns a score from 0 to 100. The current V1-compatible rules are:
| Signal | Why It Matters |
|---|---|
| Property size | Adds 15 points when the lead's recorded square footage is over 2,000 |
| Number of services requested | Adds 10 points per additional requested service, up to 30 |
| Viewing behavior | Adds 20 points for a proposal view within 24 hours and 15 for repeat views |
| Returning customer | Retained as the V1 false baseline; an earlier lead alone does not prove prior business, so this signal currently adds no points |
| Referral source | Adds 15 points for the managed Referral lead source |
| Request age | Adds 10 points while the lead request is less than 48 hours old |
| Estimated value | Adds 10 points when the stored lead value exceeds $500 |
| Contact completeness | Adds 5 points when both an email and phone are present |
| Accepted proposal | Adds 20 points when the primary estimate has an acceptance |
The scorer also preserves the individual factors, recommended actions, rule version, and source evidence with the saved score. ZIP codes currently add no points because no high-value ZIP configuration is enabled. Missing source data is left missing rather than inferred. A verified completed-business signal would be a separate product decision; duplicate prospect requests are not labeled returning business.
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 | 50-79 | Good prospect. Follow up within 24 hours. |
| Cool | Blue circle | 20-49 | Moderate interest. Keep in your pipeline but do not rush. |
| Cold | Gray circle | 0-19 | Low engagement. Follow up if time allows. |
Where Scores Appear
Lead scores show up in three places for leads the current teammate can access:
- Leads table — A score badge appears next to each scored lead in the main leads list at Leads.
- Pipeline cards — If you use the pipeline view, score badges appear on each card.
- AI Leads page — The dedicated page at AI > Leads lists scored leads sorted by score and can filter by tier.
Organization and location access is enforced by the same member context and database policies used by the CRM. A teammate never receives another organization's or an out-of-scope location's score.
The Hot, Warm, Cool, and Cold buttons remain filters for the ranked list. When another page of scored leads is available, the tier counts clearly say they cover the leads loaded so far; select Load more scored leads before treating those counts as complete. Expand a lead to see readable factor names, the source label, and the recorded value, such as Requested services: 3 requested services or Lead source: Referral. The underlying source keys and values remain stored with the score for auditability.
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, use the score as a conversation starter when deciding who should follow up. Scoring does not automatically assign or route a lead.
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 after a lead is created, a pipeline stage changes, a proposal is sent, or a deal note is added. A Cool lead that views the estimate three times may jump to Warm or Hot the next time its score is recomputed. The nightly job also revisits stale or never-scored leads with a bounded sweep.
Check the AI Leads page daily to catch leads that have moved up in score.
If you click Recalculate Scores, CE Pro recomputes the current member-visible leads from the latest CRM signals and reloads the ranked list. It processes the V1-sized 500-lead batches and continues with a server-provided cursor until the scoped set is complete. The browser does not supply a timestamp for the batch. The ranked page loads the V1-sized 200-lead pages and offers Load more scored leads when another page exists; a refreshed ranking wins over any older page request that finishes later. Each refreshed score writes its factors, source evidence, rule version, actions, tier, and timestamp. Leads without a score stay out of the ranked list until a recompute reaches them.
Recomputation serializes on the canonical lead row before reading signals, so a delayed event replays against the latest committed CRM facts. This release keeps the V1 rule-based contract: it does not introduce a model/provider, paid-credit usage, or automatic routing engine. Recommended actions remain the V1 display guidance; rep assignment stays an explicit teammate action.
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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