Lead qualification
Turning raw, messy prospect lists into a clean, prioritised calling queue using repeatable rules (with an audit trail).
What it does
Qualification is the “gate” between raw leads and real outreach — the goal is consistency, not vibes.
Inputs
LeadVizion works off structured fields (source, location, business type, contact info, status flags, notes) so rules can be applied reliably.
Outputs
A prioritised list: Qualified / Not qualified / Needs review — plus a reason trail so decisions are explainable later.
Why it matters
Without a qualification layer, teams waste time calling the wrong accounts, duplicate effort, miss follow-ups, and can’t measure conversion cleanly.
Rules & scoring
These are examples — swap with your real criteria as you polish the case study.
Hard filters (pass/fail)
- Correct business type (exclude irrelevant categories)
- Minimum data quality (phone/email present)
- Geography constraints (postcode/region rules)
- Compliance flags (if applicable)
Priority scoring (rank order)
- Recent activity / freshness
- Stock volume / size proxy
- Signal strength (site quality, listings, etc.)
- Historic outcomes (if you have data)
Audit trail
Every decision is attached to a reason (or rule ID), so you can review why a lead was rejected or prioritised.
Screenshots
Drop your real screenshots in /assets/screenshots/leadvizion/ and update the file names below.
Qualification view
