name: lead-scoring description: Implement and manage lead scoring systems. Use when working with lead qualification, conversion tracking, or lead funnel optimization. Triggers on "lead", "scoring", "conversion", "funnel", "qualification".

Lead Scoring System

Implement progressive lead scoring based on user engagement and conversion events.

When to Use

• User mentions "lead", "scoring", "qualification"
• User asks about conversion tracking
• User wants to optimize lead funnel
• User needs to track user engagement
• User mentions WhatsApp or form conversions

Lead Scoring Scale (1-100)

Event Implementation

import { LEAD_GENERATION_EVENTS, LEAD_SCORES } from '@akson/cortex-utilities/events';

// Track page view (Score: 5)
trackEvent(LEAD_GENERATION_EVENTS.LEAD_PAGE_VIEW, {
  page_path: '/badges',
  lead_score: LEAD_SCORES.PAGE_VIEW
});

// Track content engagement (Score: 15)
trackEvent(LEAD_GENERATION_EVENTS.LEAD_CONTENT_VIEW, {
  content_type: 'product',
  lead_score: LEAD_SCORES.CONTENT_VIEW
});

// Track inquiry start (Score: 40)
trackEvent(LEAD_GENERATION_EVENTS.LEAD_INQUIRY_STARTED, {
  form_type: 'quote_request',
  lead_score: LEAD_SCORES.INQUIRY_STARTED
});

// Track contact info (Score: 60)
trackEvent(LEAD_GENERATION_EVENTS.LEAD_CONTACT_INFO, {
  contact_method: 'email',
  lead_score: LEAD_SCORES.CONTACT_INFO
});

// Track WhatsApp contact (Score: 85)
trackEvent(LEAD_GENERATION_EVENTS.LEAD_WHATSAPP_CONTACT, {
  phone_number_provided: true,
  lead_score: LEAD_SCORES.WHATSAPP_CONTACT
});

// Track form submission (Score: 100)
trackEvent(LEAD_GENERATION_EVENTS.LEAD_FORM_SUBMITTED, {
  form_id: 'quote_form',
  lead_score: LEAD_SCORES.FORM_SUBMITTED
});

Lead Database Schema

CREATE TABLE leads (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  phone_number TEXT,
  first_name TEXT,
  last_name TEXT,
  email TEXT,
  status TEXT DEFAULT 'new',
  score INTEGER DEFAULT 0,
  form_data JSONB DEFAULT '{}',
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
);

-- Index for quick lookups
CREATE INDEX idx_leads_phone ON leads(phone_number);
CREATE INDEX idx_leads_status ON leads(status);
CREATE INDEX idx_leads_score ON leads(score DESC);

Lead Statuses

SLA Tracking

Query High-Value Leads

-- Get hot leads (score >= 85)
SELECT id, phone_number, first_name, last_name, email, score, created_at
FROM leads
WHERE score >= 85 AND status = 'new'
ORDER BY score DESC, created_at ASC;

-- Get leads needing follow-up
SELECT id, phone_number, score, status, created_at
FROM leads
WHERE status IN ('new', 'contacted')
AND created_at < NOW() - INTERVAL '24 hours'
ORDER BY score DESC;

Key Rules

DO:

• Track all lead journey events
• Use standardized event names
• Update lead scores in real-time
• Monitor SLA compliance
• Segment by score for prioritization

DON'T:

• Skip intermediate events
• Use arbitrary score values
• Ignore low-score leads completely
• Forget to update status after contact

Analytics Integration

Lead events flow to:

• PostHog: User journey analysis
• GA4: Conversion funnel visualization
• Google Ads: Conversion optimization
• Slack: High-value lead alerts