Lead Intelligence Skill
Use this skill to perform deep lead qualification, property research, and predictive analysis for Jorge Salas' real estate business.
Core Capabilities
- Public Records Research: Use
get_public_recordsto fetch property details. - Predictive Analytics: Use
detect_life_event_triggersandpredict_propensity_to_sellto identify high-intent leads. - Lead Scoring Framework: Apply the 28-feature pipeline logic to categorize leads.
Lead Scoring Guidelines (28-Feature Pipeline)
When analyzing a lead, evaluate these core factors:
1. Budget Qualification (25%)
- Stated budget vs. market reality.
- Pre-approval status.
- Down payment availability.
2. Timeline Urgency (20%)
- Stated timeline to purchase/sell.
- Current housing situation.
- Market timing awareness.
3. Engagement Level (20%)
- Response rate to communications.
- Website interaction patterns (if available via CRM).
- Property viewing requests.
4. Geographic Focus (15%)
- Preferred area specificity.
- Realistic area expectations.
5. Behavioral Indicators (20%)
- Communication style and tone.
- Question quality and specificity.
Scoring Grades
- A-Grade (9-10): Hot leads ready to transact.
- B-Grade (7-8): Warm leads needing nurturing.
- C-Grade (5-6): Qualified prospects with longer timeline.
- D-Grade (3-4): Requires significant qualification.
- F-Grade (1-2): Not qualified or likely unviable.
Workflow Integration
- Use the
enterprise-hubMCP tools to fetch live data. - Store results in the
PostgreSQLdatabase for long-term tracking. - Update the
active-session.mdwhen a significant lead milestone is reached.