Image
Workflow
Marketing

Lead scoring beyond gut feel

The criteria for a good lead exist, and they live in somebody’s head. This is how an agent scores from criteria you wrote down, shows the inputs behind every number, and names the record your criteria cannot score instead of scoring it low.

Everyone agrees which leads are good, until you ask why

Today

The score is a number nobody can take apart, so nobody argues with it

  • Every week somebody argues about which leads are worth the time, and no two people on the call mean the same thing by a good one.
  • The criteria exist.
  • They live in somebody's head, nobody has written them down with a weight against each one, and nobody has tested them against what actually closed.
  • So a score arrives on a record, the person looking at it cannot explain the number, and the record that scored low scored low because a field was empty rather than because the lead was weak.
With agents

The criteria are written down, the contributions are shown, and a person decides

  • A score can be read.
  • A criterion that stopped working becomes a question.
  • An old score still explains itself.

How an agent runs it

A score is worth what you can say about it. This workflow starts from criteria you have written down, and keeps the inputs attached to every number it produces.

01

Holds

Keeps the scoring criteria you have written down, with the weight and the reason recorded against each one.
02

Scores

Applies those criteria to each record using only the fields your own systems already hold.
03

Shows

Puts the contributing criteria beside every score, so a score can be read rather than trusted.
04

Names

Surfaces the record the criteria cannot score and the field that is missing, instead of scoring it low by default.
05

Compares

Reads the criteria against what your own closed records show, and raises the criterion that no longer separates anything as a question for the criteria owner.
06

Human gate

The criteria change only by their named owner's decision, and every disputed score and every unscoreable record goes to a person. It contacts no prospect, sends nothing and routes nothing, and the scoring can be done by hand at any point without the agent because the criteria and the records are yours.
07

Records

Keeps the score, its inputs and the version of the criteria that produced it, so an old score can still be explained.

Results

What changes when the criteria are an object you can read

A score can be read

The contributing criteria sit beside the number, so anyone can see which criterion moved it.

A criterion that stopped working

The criteria are read against your own closed records, and the one that no longer separates anything is raised for its owner rather than left in place.

An old score still explains itself

The inputs and the version of the criteria are recorded with it, so a number nobody remembers setting can be reconstructed rather than argued about.

Where this fits

Workflow / Automate a Workflow

Tier 1 through the Automate a Workflow door: one process end to end, from criteria you wrote down to a score a person can read. The criteria themselves, what a score means and what happens to a scored record stay a person's. The marketing ops manager as an AI Employee is the possible next step rather than a promised state; How It Works shows how the criteria gate is built.

Tier 1 / Prove
How It Works

Questions, answered

No. It scores and shows its inputs. Routing, contact and the decision stay a person's, and the criteria change only by their owner. The criteria and the records are yours, so the scoring can be done by hand at any point without the agent, and How It Works covers the gate.

AI Opportunity Audit

Bring last quarter's closed records and see which criteria actually separated them

Bring last quarter's closed records and whatever the team currently means by a good lead, and see which criteria actually separated them.