AI Lead Scoring: Screen 10,000 Fit Customers in 1 Hour

AI Lead Scoring uses your Product Profile + an AI model to score every company 0–100 — 60+ are almost always your target customers. 10,000 companies are scored in 60 minutes (manual would take 2 months) — it's "do two months of work in a few hours".

👉 Entry: Batch Scoring Task — see all scoring tasks and results

AI Lead Scoring has no standalone entry — kick it off from the result list in any of these 3 panels: AI Database / Batch Search Task / LinkedIn Advanced Mode (see Chapter 2).

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Why use AI Lead Scoring?

Compare	Manual filter	🤖 AI Lead Scoring
Per company	2–3 minutes	< 1 second
10,000 companies	~2 months (41.6 workdays)	60 minutes
Labor cost	Thousands of dollars (2 min/co · 8 hr/day · 20 day/mo)	A few dollars (1 score = 1 point)
Accuracy	Varies by person	60+ is almost always your target

Core value: Replace "manual company-by-company judgment" with "AI batch scoring + humans only review high-scoring" — saves 90% time.

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1. Step 1 · Fill in the Product Profile

Before AI Lead Scoring you must fill in a Product Profile — AI relies on this profile to judge whether each company is your target.

Steps: Open Settings → Product Profile → click + Add Product in the top-right → fill in "Product Name" + "Product Brief" → click Confirm.

Filling tips (fill per screenshot above, reference table below):

Field	Required	Tips
🏷️ Product Name	✅ Required	Short, precise (e.g. Inflatable kayak / CNC machining)
📝 Product Brief	✅ Required	One paragraph explaining what you make, who you sell to
⚠️ Unique Points	❌ Don't fill	Interferes with AI scoring
⚠️ Exclude	⚠️ Add cautiously	Common case: "exclude China customers" (if you don't take domestic orders); fill only when confident, otherwise leave blank to avoid skewing scores
⚠️ Extra Info	❌ Don't fill	Interferes with AI scoring

Key reminder: 2 required + 1 cautious + 2 blank

Required: "Product Name" + "Product Brief". "Unique Points / Extra Info" — leave blank (filling them skews AI scoring). "Exclude" — add cautiously: common case is "exclude China customers" (when you don't take domestic orders), but fill only when confident, otherwise leave blank to avoid skewing scores.

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2. Scoring Panels and Scoring Modes

AI Lead Scoring has no standalone entry. First identify which panel you're on, then pick the appropriate scoring mode — combine flexibly.

2.1 Three scoring panels (where to launch from)

Panel	How to get there	Notes
🔹 AI Database	Left menu "Search Engine → AI Database"	Main battleground — launch scoring directly from result list
🔸 Batch Search Task	Left menu "Search Engine → Batch Search Task"	Batch results for company-domain / company-name search
🔍 LinkedIn Advanced Mode	"Search LinkedIn Customers" → switch to "Advanced Mode"	LinkedIn customers; must switch to Advanced Mode first

Below: the trickiest one — "LinkedIn Advanced Mode". Switch to Advanced Mode, check targets, and the AI Lead Scoring button appears at the top:

2.2 Three scoring modes (how to score)

Mode	How	Best for
📦 Batch Scoring	Select many → click AI Lead Scoring	Main flow — hundreds to thousands at once · works on all 3 panels
👤 Single Deep Score	Open a company → AI Insight Tab → Start Scoring	One customer in depth, see 6-dimension breakdown
⚡ Single Hover Quick Score	Hover row → click Score	Quick score for one company (AI Database list)

Mode 1 · Batch Scoring (most common)

Steps: Check target customers (or select all) → click AI Lead Scoring at the top → set 3 options → click Submit.

After submit, the system scores asynchronously — no waiting around. Below: 3 modal settings 👇

① Screening criteria: pick your target product (the product profile from Step 1).

② Scan range (recommend Smart Scan):

Option	Notes
✅ Smart Scan (recommended)	Skips already-scored customers — saves points
❌ Full Scan	Forces re-scoring of every target — wastes points on already-scored

③ Exclusion rules (recommend all 3 checked — saves points):

Exclusion	Meaning
✅ Exclude blacklist	Customers on send-blacklist / save-blacklist are auto-skipped
✅ Exclude Customer Mgmt → Companies	Customers already in "Customer Management → Companies" (won deals, saved customers) are auto-skipped
✅ Exclude all previously evaluated	For multi-product users: customers not scored for the current product but scored for others are also skipped

💰 Save-point tip

1 score = 1 point. Check all 3 exclusion rules + use Smart Scan to skip huge swaths of redundant scoring.

Mode 2 · Single Deep Score (AI Insight Tab)

Steps: In a result list, open a company → in the right drawer switch to AI Insight Tab → pick product → click Start Scoring.

Single-company scoring is deeper: see the 6-dimension breakdown + match points / risk points — good for researching key customers one by one.

Mode 3 · Single Hover Quick Score

Steps: On the AI Database result list, hover over a row → floating buttons appear → click Score.

Good for ad-hoc scoring of a single company while browsing — no selecting, no modal — lightest possible.

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3. View Scoring Results

After scoring, follow these steps to review results — end up filtering 60+ targets, then save them in Chapter 4.

1. Progress and summary report

Open the Batch Scoring Task page 👇

Each task is a card showing 3 key info:

• 📊 Fit distribution (High / Medium / Low) — scoring summary, tells you at a glance how fit the batch is
• 🔢 Scored count + elapsed time — scoring progress
• 💰 Point spend

Click Results on a task to enter that task's result list.

2. Single-company score card and deep analysis

In the result list, 2 ways to view a company's score:

A. Hover to see score card: hover a row → score card pops (score + one-line summary) → click View Detailed Report.

B. AI Insight Tab for deep analysis: open a company → right drawer switches to AI Insight Tab → see 6 dimensions + match points / risk points (deeper than the card).

3. The 6 scoring dimensions

Whether from "View Detailed Report" or "AI Insight Tab", you see these 6 dimensions:

Dimension	Meaning
🎯 Business Relevance	How well the company's main business matches your product
🏷️ Supply-Chain Role	The role this company plays in the supply chain (procurement / distribution / manufacturing / end brand)
💎 Brand Fit	Whether the company's brand positioning matches your product tier
📊 Size Fit	Whether company size (headcount / revenue) suits your scale
📈 Activity Level	How active the company's recent operations are (Note: being phased out — will become 5 dimensions)
🤝 Synergies & Angles	AI-inferred collaboration angles / negotiation openings

4. Filter 60+ target customers

Filter ≥ 60 in the top-left of the result list — what comes through is almost all fit customers, ready to save and market to.

The system auto-categorizes by score band — the dropdown makes it clear:

Label	Score band	Suggested action
🔥 Priority Follow-Up	85 – 100	First wave — focused outreach
⭐ Focus Development	75 – 84	Right behind — batch save
👀 Stay Connected	60 – 74	Add to follow-up list, regular touch
❌ Pass	0 – 59	Don't waste effort

Why 60? From massive real-world testing, 60+ customers have the highest outreach ROI (covers Priority Follow-Up + Focus Development + Stay Connected). Higher (80+) misses potential customers; lower (< 60) mixes in too much noise.

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4. Save Targeted Customers

After filtering 60+, batch save into CRM to enter the email marketing pipeline.

Steps:

1. In the list check any 1 company → click Select All (auto-selects every filtered 60+ target)
2. Click Save Contacts → modal settings
3. Click Confirm Save → system saves the email + company info to Contacts / Companies

Save-settings — 4 tips (matches the search docs)

• ① Email type: check "Valid" + "Unknown" — 70%+ inquiries come from Unknown
• ② Save 3–5 per company (default is fine) — new audiences / new users start small
• ③ Set company / contact tags (follow language-country-product/industry-supply-chain role)
• ④ Don't touch "Advanced Options" — default is fine

💰 Save progress + point spend: see Customer Save Records. When points run out, it auto-pauses; after top-up it auto-resumes — no task is lost.

After saving, open Contacts, filter by tag, and add this batch to a Smart Follow-Up Sequence to auto-send cold emails.

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AI Lead Scoring pitfalls to avoid

Pitfall	Consequence	How to avoid
🔴 All 3 noisy product-profile fields filled (Unique Points / Exclude / Extra Info)	AI scoring is skewed	Only fill Product Name + Product Brief, leave the other 3 blank
🔴 Picked "Full Scan"	Re-scores everything already scored, point spend doubles	Pick "Smart Scan" — skips already-scored
🔴 No exclusion rules checked	Re-scores already-won / blacklisted customers, wastes points	Check all 3 (blacklist / customers list / previously evaluated)
🟡 Only saving 80+	Misses tons of 60–80 high-potential customers	Keep all 60+ — best-ROI range
🟡 Mass-emailing right after scoring, no save	Can't sustain follow-up / no tag management	First save into CRM (tag them) → then add to a Smart Follow-Up Sequence

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Study tips

• ✅ Sample first, then batch: First time using it, score 50–100 companies and check the distribution makes sense before scaling to thousands or tens of thousands
• ✅ One profile per product: One independent product profile per product, score separately
• ✅ Batch + single combo: Use batch scoring for volume / single deep scoring (AI Insight) for detail
• ✅ Batch-save 60+: AI has already filtered tons of noise — skip the "review every dimension" time-sink
• ✅ 4 ways to save points: Smart Scan + all 3 exclusion rules + sample testing + per-product profiles

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Related features

Module	Use
🔍 Company Domain Search	Bulk domain background checks → launch AI Lead Scoring from results
🏢 Company Name Search	Reverse company-name lookup → launch AI Lead Scoring from results
🔍 LinkedIn Customer Search	Launch AI Lead Scoring from Advanced Mode
4️⃣ Search · AI Database	Main battleground · AI inferral / find-similar / scroll expansion
6️⃣ Save · Tags + Dedup	Tag-naming formula after 60+ save
🚀 Smart Follow-Up Sequence	Plug into automated email marketing after saving
🌟 Trade-Show Buyer Bulk Development	Trade-show data in action · includes AI Lead Scoring

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📍 Entry: 👉 Batch Scoring Task

⚙️ Product Profile setup: 👉 Settings → Product Profile

🆘 Stuck? See ❓ FAQ

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