How is the lead signal score calculated?

A 0-100 score fuses multiple signals. Typical weights: velocity 30, sentiment 25, deal stage 25, domain flags 20. Higher score means act now.

What actions are taken for high scoring leads?

Top scores are routed for same-day work. Route to the nearest available owner, contact the decision maker within 4 hours, escalate at 2 hours if unreachable, and deliver an outcome focused proposal the same business day.

What SLA targets should we follow and how do they affect win rate?

Key targets: speed to contact under 4 hours (typical win rate uplift 10-15 percent), same-day proposal delivery (6-10 percent uplift), manager escalation at 2 hours to reduce slippage, and logging verbal commitment within 24 hours to improve forecast accuracy by about 20 percent.

When should a manager be escalated to handle a lead?

If the owner cannot reach the decision maker within 2 hours escalate to a manager. The manager should call or approve revised terms the same day and secure next steps.

What are the review alert rules for sudden rating changes?

Alert when average rating drops by 0.4 points within 48 hours. Tighten thresholds during seasonal peaks and combine review changes with new competitor listings for higher priority. Act within hours with a short corrective message and log actions and results.

How should verbal commitments be recorded?

Log any verbal commitment within 24 hours and tie it to the opportunity event in the CRM. This supports alerts, an audit trail, and better forecast accuracy.

Same-Day 3-Step Playbook

TLDR

Respond to inquiries the same day; score and triage leads quickly to prioritize high-value pest-control B2B opportunities.
Use a 0–100 lead score (velocity, sentiment, deal stage, domain flags) to guide immediate ownership and action.
Deliver same-day, ROI-focused proposals and escalate internal blockers to prevent delays.
Monitor reviews and competitor moves; issue rapid, transparent follow-ups and log outcomes for continuous improvement.

Spot

The team watches new inquiries right away. They score each lead. Fast action finds the best opportunities.

Dashboard showing a simple lead scorecard with velocity, sentiment, and deal-stage indicators. Photo taken by RDNE Stock project

Collect signals.
Count inquiry speed, read message tone, note stage moves, and flag multi-site or recurring-service accounts. Mark regulatory inspection triggers and seasonal peaks.
Fuse signals into one score.
Use a 0–100 score. Weight examples: velocity 30, sentiment 25, deal stage 25, domain flags 20. Higher score means act now.
Prioritize same-day work.
Sort by score and route top items to the nearest available owner. The system uses practical AI and decision analytics to keep ranking simple and reliable.

Velocity: How fast the lead reached out and how many touches followed in 24 hours.
Sentiment: Whether messages sound urgent, worried, or neutral.
Deal-stage: Where the opportunity sits in the sales flow: new, qualified, proposal, verbal close.
Domain flags: Multi-site, recurring service, or regulatory inspection risk that raises deal value.

Lock

SLA targets and example impact on win rate
Metric	Target	Typical impact	Notes
Speed-to-contact	< 4 hours	Win-rate +10–15%	Owner assigns at first touch. Escalate at +2 hours.
Same-day proposal delivery	Within business day	Win-rate +6–10%	Outcome-first, price anchored to expected ROI.
Manager escalation	+2 hours if no DM reached	Reduced slippage	Manager calls or approves revised terms same day.
Confirm verbal commitment	Log within 24 hours	Forecast accuracy +20%	Tie to opportunity events for alerts and audit trail.
Considerations: SLA, win-rate deltas, speed-to-contact, escalation cadence. Search keywords: SLA win-rate, speed-to-contact, same-day proposal.

Contact decision maker within 4 hours when possible. If the decision maker is not reached, a second owner escalates in two hours. A same-day outcome-focused proposal reduces delay.

Run the value map

List outcomes, show ROI for the buyer, and explain the risk the service removes. Keep language clear: cost, time saved, exposure reduced.

Operational note: connect stage, amount, and close date signals to opportunity events in the CRM. Use real-time change data capture so alerts fire when an opportunity moves.

Catch

The system watches reviews and competitor moves. It flags drops or spikes that matter.

Quick alert rules

Alert when average rating drops by 0.4 points in 48 hours.
Tighten thresholds during seasonal peaks.
Combine review change with new competitor listings for higher priority.

When alerted, act within hours. Use a short corrective message. Log each action and result so the team learns what works.

When asking for testimonials or posting endorsements, follow FTC guidance on disclosure and transparency.

Examples of quick messages (short, polite):

"Thanks for the note. A manager will call in two hours to fix this."
"We appreciate feedback. Can we schedule a short visit to make this right?"

Quick ops

Signal score 0–100 with weights: velocity 30, sentiment 25, deal-stage 25, domain flags 20.
KPIs: speed-to-contact (<4h), same-day win rate, post-bid review delta.
Runbook:
1. Immediate 4-hour outreach script for owner.
2. Manager escalation at +2 hours if no DM contact.
3. Post-cycle playbook update using seasonality and NAICS patterns.

Signal example:

Signal score: 78 of 100 Process 60%

Runbook scripts (brief)

Owner script (first 4 hours): introduce, confirm need, set next step. Manager script (escalation): confirm timeline, offer same-day proposal window, secure verbal permission to send a proposal.

Systems note: practical AI and analytics expert methods help keep the score stable and explainable. Keep models simple so the team trusts the output.

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