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What the Qualification Checks

Every qualification pass scores a lead against the same ten criteria. They are weighted, and they total 100 points.

The weights are fixed — they are not configurable per stream. What you control is the information the criteria read from: the stream's targeting objective, the audience segments you select, the offerings you attach, and the threshold the total must clear.

The ten criteria

Criterion Points What it judges Reads from
Role-Objective Alignment 15 Whether this person's actual role is the role your objective describes Targeting objective, the lead's job title and seniority
Industry Fit 12 Whether the company operates in the business your objective is aimed at — not merely an adjacent one Targeting objective, company industry and description
Decision Authority 12 Whether this person could actually approve a purchase, given their seniority and the size of the firm Job title, seniority, company headcount
Audience Segment Match 12 How well the lead maps onto one of the audience segments you selected for the stream Your brand's audience segments
Ware Relevance 12 Whether the offerings attached to the stream solve a problem this person actually has The offerings you attached
Company Signals 8 What the company's own profile, keywords and description suggest about its focus Company enrichment
Engagement Potential 8 How reachable the person is — verified email, direct line, public presence Email verification status, phone, person enrichment
Timing & Growth Indicators 7 Whether anything suggests this is a moment of change — hiring, growth, a tooling inflection point Headcount trend, intent signals
Problem Acuity 7 How sharply this person feels the specific problem your campaign is built around Targeting objective, company profile, intent signals
Competitive Displacement 7 Whether their current tooling leaves a sensible opening for what you offer Technology stack from company enrichment

Info: Role-Objective Alignment, Industry Fit, Ware Relevance and Problem Acuity all read your targeting objective — 41 of the 100 points. This is why a vague objective produces unconvincing scores: four of the ten criteria have little to judge against.

What else the pass returns

Score 0–100 required

The sum of the ten criteria. Compared against your stream's threshold to decide push or quarantine.

Qualifying statement text required

The verdict in a sentence or two — what this person is, and whether contacting them on this campaign's terms makes sense.

Assessment text required

A fuller explanation of the lead's situation, usually including why the search returned them at all. Shown in the drawer as AI Assessment.

Suggested communication angle text optional

Advice on how to approach this person — or, for a poor-fit lead, an explicit warning about which message not to send.

Best audience reference optional

Which of your selected audience segments the lead fits best. Empty when none of them fit.

Relevant offerings reference optional

Which attached offerings are actually relevant to this lead. An empty list on a low-scoring lead is itself a finding.

Tip: An empty Relevant offerings list alongside a low Ware Relevance score is the clearest signal that a lead is in the wrong stream rather than simply weak. Nothing you sell applies to them, which is a reason to move or discard rather than to push through.

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