orion/app/modules/prospecting/docs/scoring.md

Opportunity Scoring Model

Overview

The scoring model assigns each prospect a score from 0-100 based on the opportunity potential for offering web services. Higher scores indicate better leads. The model supports two channels: digital (domain-based) and offline (in-person discovery).

Score Components — Digital Channel

Technical Health (Max 40 points)

Issues that indicate immediate opportunities:

Issue	Points	Condition
No SSL	15	uses_https = false
Very Slow	15	performance_score < 30
Slow	10	performance_score < 50
Moderate Speed	5	performance_score < 70
Not Mobile Friendly	10	is_mobile_friendly = false

Modernity / Stack (Max 25 points)

Outdated technology stack:

Issue	Points	Condition
Outdated CMS	15	CMS is Drupal, Joomla, or TYPO3
Unknown CMS	5	No CMS detected but has website
Legacy JavaScript	5	Uses jQuery without modern framework
No Analytics	5	No Google Analytics or similar

Business Value (Max 25 points)

Indicators of business potential:

Factor	Points	Condition
Has Website	10	Active website exists
Has E-commerce	10	E-commerce platform detected
Short Domain	5	Domain name <= 15 characters

Engagement Potential (Max 10 points)

Ability to contact the business:

Factor	Points	Condition
Has Contacts	5	Any contact info found
Has Email	3	Email address found
Has Phone	2	Phone number found

Score Components — Offline Channel

Offline leads have a simplified scoring model based on the information captured during in-person encounters:

Scenario	Technical Health	Modernity	Business Value	Engagement	Total
No website at all	30	20	20	0	70 (top_priority)
Uses gmail/free email	+0	+10	+0	+0	+10
Met in person	+0	+0	+0	+5	+5
Has email contact	+0	+0	+0	+3	+3
Has phone contact	+0	+0	+0	+2	+2

A business with no website met in person with contact info scores: 70 + 5 + 3 + 2 = 80 (top_priority).

Lead Tiers

Based on the total score:

Tier	Score Range	Description
top_priority	70-100	Best leads, multiple issues or no website at all
quick_win	50-69	Good leads, 1-2 easy fixes
strategic	30-49	Moderate potential
low_priority	0-29	Low opportunity

Reason Flags

Each score includes reason_flags that explain why points were awarded:

{
  "score": 78,
  "reason_flags": ["no_ssl", "slow", "outdated_cms"],
  "lead_tier": "top_priority"
}

Common flags (digital):

• no_ssl — Missing HTTPS
• very_slow — Performance score < 30
• slow — Performance score < 50
• not_mobile_friendly — Fails mobile tests
• outdated_cms — Using old CMS
• legacy_js — Using jQuery only
• no_analytics — No tracking installed

Offline-specific flags:

• no_website — Business has no website
• uses_gmail — Uses free email provider
• met_in_person — Lead captured in person (warm lead)

Customizing the Model

The scoring logic is in app/modules/prospecting/services/scoring_service.py. You can adjust:

1. Point values — Change weights for different issues
2. Thresholds — Adjust performance score cutoffs
3. Conditions — Add new scoring criteria
4. Tier boundaries — Change score ranges for tiers