Astraventa (Master Workspace)/US Residential HVAC

Scoring Rules

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Scoring Rules — US Residential HVAC

Set how leads are scored and filtered for US Residential HVAC.

ACTIVE DEFAULT RULEv1

Deterministic rules govern qualification, scoring & crawler constraints. Changes process immediately in backend.

1. Target GeographyUnited States scope

2. Discovery Search Keywords & Niche TermsPowers Real-Time AI Search

These dynamic keywords feed into the Tavily Real-Time Discovery engine to discover active contractor domains. You can target any custom niche, service, or brand certification.

HVAC contractorHVAC companyAC replacementHVAC installationair conditioning replacementheating installation

3. Business Focus & ServicesICP core signals

4. Company Size FilterSales Filter, Not Industry Definition

5. Preferred Operational SignalsComplexity & scale markers

6. Contact StrictnessGate approval

6b. Fully Qualified — Required DataCompleteness gate

A lead appears under Qualified Leads only when every field ticked here is present. Leads missing any of them stay in “Almost qualified” with the exact gaps listed.

7. Technology / CRM TrackingSignal Only

Crucial business rule: Existing software (ServiceTitan, Jobber, Housecall Pro) does NOT disqualify a company. It is recorded as a research signal to tailor outbound conversation context.

8. Transparent ICP Scoring Engine (0–100)

ICP Score represents account fit only (never guarantee of sale). Separate from research confidence.

Category Caps Total:100 / 100
ICP fit
pts max
High-value service fit
pts max
Operational complexity
pts max
Decision-maker availability
pts max
Contactability
pts max
Recommended Minimum Score:(Leads below this are flagged for lower priority)