Feature · Scoring Agent

Hundreds of leads. Only the right ones reach your team.

The Scoring Agent scores every lead against your criteria and delivers hot leads to your franchise sales team. No lead ever slips through.

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Illustrative
Nl
New leadWeekend campaign
09:00
Budget✓
Location✓
Experience✓
Timing✓
87
Hot · out of 100
Handed offNotification sent

Screening is a job for machines. Selling is a job for people. The Scoring Agent works in the background. It never talks to the prospect. Instead it extracts answers from calls and conversations on its own. It scores each lead on budget, location, experience and timing, then sorts them into Hot, Warm or Cold. Hot leads go to your team based on your routing rules. Warm and Cold leads stay in follow-up through playbooks.

Criteria-based scoring

What it does
Scores leads using your criteria, weights and thresholds.
How it helps
Every lead is measured with the same yardstick.
  • Default segments: Hot 70-100, Warm 40-69, Cold 0-39. You set the thresholds

Learning scoring (optional)

What it does
Updates its criteria by learning from leads who became franchisees.
How it helps
Scoring gets sharper with every lead.
  • Powered by Investor Profile. Turn it on or off with one click

How would your own leads score? Try it on your real leads for 7 days.

Get early access

Set up in three steps

01

Define your criteria and their weights: budget, location, experience, timing.

02

Set your segment thresholds and disqualification rules.

03

Decide who gets hot leads and within how many hours. A notification fires on every handoff.

No extra formsConsistentInstantNo lead slips through

Franchise scenario

Illustrative

Monday, 9:00 AM. Your weekend campaign brought in 312 leads. When your franchise development director opens the cockpit, 19 hot leads sit at the top: the right budget, an available territory and a plan to open within a month. Each one already has a score, a call summary and a recording. The rest are in Warm and Cold playbooks.

(Figures are illustrative.)

Control

  • Your criteria, your weights
  • You decide when learning is on
  • Disqualified leads are never deleted. They are kept with their score and conversation history.

FAQ

Frequently asked questions

A way to evaluate leads against defined criteria and rank them with a score. In franchie, the Scoring Agent does this for you.

Yes. When a threshold or criterion changes, playbooks follow the new threshold automatically.

They are never deleted. Revival playbooks keep Cold leads warm so they can become future franchisees.

They are routed to your smaller format or co-investment model, if you offer one.

Once enabled, it learns which leads became franchisees and updates its criteria accordingly.

This week, let your team talk only to the right leads.

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