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)