Sensitive actions are approval-gated and audit logged

DO
Lead detail

Maria Santos

Move Management · 92501 · created Jul 2

BackCall now
NurtureContactedMeta45 days

Lead score

Explainable factors, not an opaque model score.

58
Service area+0/20

The job is outside the active service area.

Estimated job value+15/15

Estimated job value meets the business minimum.

Timeline+6/15

The project is longer-term and should be nurtured.

Budget fit+12/15

Budget fits the expected service range.

Decision authority+10/10

The lead is a decision maker.

Contact completeness+10/10

Phone and email are both available.

Urgency+2/10

The request can follow the standard response sequence.

Source quality+3/5

This source has average conversion quality.

Qualification context

The information needed to decide whether to invest sales time.

Service area
92501 · Outside target
Budget
$3,000–$7,500
Timeline
45 days
Decision maker
Confirmed
Preferred contact
Sms
Consent
Contact permitted

Notes and activity

Commercial context around the lead.

Requested pricing and availability for an on-site walkthrough.
Lead scored
Score 58 · Nurture
Jul 2
Source attributed
Home Reset Retargeting — Meta
Jul 2
Recommended next action generated
Add to the planning nurture sequence and verify timeline.
Jul 12

Next best action

Ranked by score, urgency, and estimated value.

Add to the planning nurture sequence and verify timeline.

Potential value
$6,500

Contact

(619) 555-1113
maria.santos@example.com
92501

Pipeline status

Stage changes are audit logged.

Open linked deal$6,500