Lead Source
Lead scoring & quality rules

Define what a useful call sounds like.

Use conversation rules and scores to help your team review the quality of incoming leads.

Conversation intelligence · Built for US call workflows
Lead SourceIllustrative example

Conversation review

Caller

“I need a repair. Could someone call me back about an estimate?”

SignalRequested service matches

Define a useful inquiry

Choose the conversation signals and rules that matter for this workflow.

Explore the steps above. Sample details show the workflow, not a live account.

Conversation intelligence

What changes in your day.

Two campaigns can generate the same number of calls and very different opportunities. Define what matters to your business, then use those criteria to review the conversations behind the totals.

01

Make quality criteria explicit

Choose the phrases and scoring rules that reflect a useful inquiry. Keep the criteria understandable to the people reviewing calls and discussing results.

02

Use consistent review criteria

Apply the same questions across campaign reviews. Compare like with like rather than changing the definition of a good lead every time the report changes.

03

Check the conversation behind the score

A score is a signal for review, not a guarantee of a sale. Open the evidence and record the outcome your team actually observed.

From setup to review

Put it to work.

  1. 01

    Define a useful inquiry

    Choose the conversation signals and rules that matter for this workflow.

  2. 02

    Review calls against the rules

    Look at the score together with the transcript and supporting evidence.

  3. 03

    Compare recorded outcomes

    Use the review to inform follow-up and campaign decisions.

A closer look

Useful answers before you start.

Explore the workflow above, then bring your own requirements to an early-access conversation.

Can a high score guarantee a conversion?

No. A score summarizes the criteria used in the review. A sale, appointment, or other outcome still needs to happen and be recorded.

Is lead scoring the same as pay-per-call qualification?

No. Conversation quality rules help assess an inquiry. Pay-per-call qualification determines whether a call meets the commercial rules agreed for that campaign.

Meet your next growth tool

Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.