AI Lead Scoring Engine

Every lead scored, prioritized, and routed before you read it.

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scoring and routing on every lead

What it does

The full picture

Every inbound lead is analyzed by AI the moment it arrives — estimated lifetime value, removal complexity, timeline to results, and likelihood to convert. High-value leads are flagged immediately. Leads are routed to the agent with the lowest active caseload. No leads fall through the cracks, no agents get overloaded.

How it works

Step by step

Lead Submits Info

Lead comes in through any channel — landing page, chat, referral link. Their stated situation is captured automatically.

AI Scores the Lead

Claude analyzes the lead's stated situation, self-reported score, goals, and context — generating an AI Score (0–100) and an estimated LTV.

Intelligent Routing

The lead is assigned to the agent with the lowest active caseload and the best track record with similar case types.

Agent Gets an Instant Brief

The assigned agent sees the AI score, estimated LTV, and a plain-English summary of the lead's situation — ready to call with full context.

Why it matters

Key benefits

Higher close rates through intelligent prioritization

No leads fall through the cracks

Agents never feel overloaded relative to teammates

Estimated LTV helps focus time on highest-value prospects

Works with referrals, web forms, and the free analysis tool

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