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  6. 108. Lead Evaluation AI (Temperature Estimation) Design

108. Lead Evaluation AI (Temperature Estimation) Design

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last updated:Feb 12, 2026

アンドワン 本社、東京支社、川崎営業所
アンドワン 本社、東京支社、川崎営業所
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Just by being able to identify 'immediate customers,' sales can change. We estimate lead temperature from behavior, statements, and attributes, and automate prioritization and next actions.

The biggest loss in lead management is "delaying responses to hot leads." In B2B, the consideration period is long, and if all leads are pursued with the same intensity, sales teams become exhausted, responses are delayed, and hot leads are missed. Conversely, applying "strong sales" tactics to colder prospects can lead to disengagement and a negative impression. In this service, we will design an AI evaluation logic to estimate the temperature of leads (Hot/Warm/Cold) based on inquiry content, document downloads, browsing behavior, form submissions, and company attributes. Depending on the temperature, we will differentiate response templates, proposal content, and next actions (calls/meetings/documents/waiting), clarifying sales priorities. ■ Provided Content (3 Points) 1. Design of temperature definitions (what constitutes Hot, verbalizing winning strategies) 2. Estimation logic design (AI + scoring, reliability) 3. Operational design (next action branching, improvement cycles, KPIs) *First, please tell us about the "winning patterns (characteristics of inquiries close to closing)" and the "system for follow-up (how many days it takes to respond)." We will translate this into evaluation criteria.

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108. Lead Evaluation AI (Temperature Estimation) Design

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  • Related Link - https://andoneweb.co.jp/
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■Concerns like these - Leads have increased, but the conversion rate to meetings is not rising - Sales are busy and it's unclear who to follow up with - There are many document downloads, but priorities cannot be assigned - The quality of inquiries varies, and judgment is becoming subjective - There is confusion between agency requests and direct sales prospects ■Provided Content (Details) - 1) Definition design of temperature (Hot/Warm/Cold) - 2) Input data design for evaluation (realistically collectable) - 3) Estimation logic (Hybrid of AI + scoring) - 4) Next action branching (It's meaningless if you can't act even if you know the temperature) ■Deliverables - Temperature definition (Hot/Warm/Cold: criteria, examples, exceptions) - Input data design (acquisition items, acquisition methods, handling of missing data) - Scoring design (weights, thresholds, judgment logic) - AI evaluation design (elements to extract, reliability, basis output) - Next action design (temperature-specific templates, SLA, assignment of responsibilities) - KPI design (conversion rate to meetings, first response speed, follow-up completion rate, closing rate) - Operational improvement rules (review of misjudgments, dictionary updates, threshold adjustments)

Price information

■3 million to 15 million yen (varies based on data volume and integration scope) - Light (temperature definition + score design + ledger output): 3 to 5 million yen - Standard (AI evaluation + reliability + next action branching + operational design): 5 to 9 million yen - Extended (CRM/MA integration, behavioral data integration, dashboard, improvement support): 9 to 15 million yen *Estimate required

Delivery Time

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※Shortest 4-6 weeks / Standard 2-3 months (varies with inventory volume)

Applications/Examples of results

■Purpose - Reduce hot lead loss (priority response) - Optimize sales labor (narrow down targets) - Improve nurturing accuracy (temperature-based scenarios) - Standardize response quality (templates/SLA) - Improve deal conversion rate (focus on winning strategies) ■Examples of Achievements - High document downloads → Clarified priority through temperature estimation - Many inquiries → Improved deal conversion rate by proposing immediate meetings for hot leads only - Mixed agency/direct sales → Organized responses through branching to eliminate confusion ■Approach 1. Winning strategy analysis: Inventory of conversion/loss data and past inquiries 2. Temperature definition: Establish criteria for Hot/Warm/Cold 3. Input design: Determine achievable data based on realistic lines 4. Logic design: Integration of rules + AI evaluation + scoring 5. Testing: Validate judgment accuracy with past data (eliminate unexpected issues) 6. Operation: Improve thresholds/dictionaries/templates monthly

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7. Building an In-house Knowledge AI (RAG)

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8. Inquiry Automatic Classification AI Design

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9. Lead Evaluation AI (Temperature Estimation) Design

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10. Sales Talk Generation AI Design

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11. Proposal Draft Generation AI Design

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12. Specification Summary AI (Internal) Design

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13. Drawing/Image Description AI (Assistance) Design

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14. AI-Compatible FAQ Structured Design

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15. AI Response Guardrail Design

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16. AI Chat Log Analysis Design

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17. Establishing rules for AI content creation

17. Establishing rules for AI content creation

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18. AI Implementation PoC Design (Web)

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19. AI × Inquiry Flow Design

19. AI × Inquiry Flow Design

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21. Formulation of AI Utilization Policy

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アンドワン

アンドワン 本社、東京支社、川崎営業所

IT/Telecommunications

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A site that is just cheap ultimately increases costs and risks." We propose web development that maximizes business results while thoroughly addressing essential requirements. Are you creating a website like this? - It seems that the websites of competitors look better, but you don't know why. - Every update incurs additional costs, and before you know it, expenses have ballooned beyond expectations. - While the appearance is nice, it ignores laws and industry-specific rules, leading to complaint risks... - You want to attract customers and inquiries, but the production company only talks about design. - As a result of choosing a production that is simply cheap, you are overwhelmed with trouble handling and can't focus on your core business. Point 1. Avoid troubles with a design that has no "gaps or omissions." 2. Minimize operational costs with a design that assumes in-house updates. 3. Planning power that pursues business results. "Is the initial cost a bit high?" But in the long run, it's safe and cost-effective. We have prepared a plan to truly deliver results "correctly.

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