Matching intelligence
Lead – consultant matching model
We profile both sides of the conversation — consultants and incoming leads — from short questionnaires and CRM signals, then a deterministic engine routes each lead to the person most likely to convert it. Built on real behavioral research: segmentation, factor analysis and a primary / secondary / veto matching matrix.
- Behavioral profiles for agents and leads from a few questions and existing data
- Primary and secondary consultant recommendations, with hard veto rules that block bad pairings
- A feedback loop that recalibrates the model against real CRM conversions