Lead Pipeline & AI Scoring

Pipeline Stages

Every lead moves through five stages:

Stage	Meaning	What to do
New	Just added, not yet contacted	Call or send AI email
Contacted	You’ve reached out	Follow up, send estimate
Quoted	Estimate sent	Follow up (AI estimate_followup template helps)
Won	Job sold	Post-job sequence fires automatically
Lost	Lead went cold or chose a competitor	Reactivation sequence available

Change a lead’s status by clicking the badge on the lead card or inside the lead detail slide-over.

AI Lead Scoring (0–100)

When a lead is created, ArborBuddy runs a two-stage scorer:

Stage 1: Sentiment Analysis (60% weight)

Uses a DistilBERT model running via Workers AI to classify the lead’s message as positive, neutral, or negative, and detect urgency signals:

• “Emergency” / “tree fell” / “storm damage” → high urgency
• “Get a quote sometime” → low urgency

Stage 2: Rules-Based Intelligence (40% weight)

Checks service type, message content, and metadata for commercial signals and high-value indicators:

• 🐋 Whale hunter mode: If the message or company name suggests a commercial property (HOA, apartment complex, county), the lead gets a +20 point boost and a blue 🐋 badge
• High-value services (crane work, emergency removal) boost the score
• Missing phone/email reduces the score (harder to close)

Score Tiers

Score	Color	Action
80–100	🔴 Red	Call within the hour
60–79	🟠 Orange	Follow up today
40–59	🟡 Yellow	Follow up this week
0–39	⚪ Gray	Low priority

Response Urgency Banner

The top of your dashboard shows a live-ticking banner for your highest-scoring uncontacted lead. The conversion probability decays on a model tuned to real service business data — typically 40–60% drop in conversion if you wait more than 4 hours.

Reactivation (Lost Leads)

For leads marked Lost, click AI Draft to generate a reactivation email using the reactivation template. The email references the original service type and uses language tuned to re-engage cold leads.