How to Use Lead Intelligence

Learn more about how Lead Intelligence can help you unlock the value in your database!

Lead Intelligence gives you a faster, smarter way to identify and prioritize the leads most likely to convert. Combining Lead Intelligence Scores with Lead Category tags gives you the insight you need to focus on the right leads, with the right message, and the right time. You’ll see more conversations and more appointments without increasing outreach volume — driving efficiency across sales, marketing, and operations.

📍 Where to Find Your Lead Intelligence Tags

Tags appear directly in your CRM. Supported integrations include:

• Follow Up Boss
• CINC
• BoldTrail (kvCORE)

📊 Lead Intelligence Score

Leads are tagged based on their predicted conversion likelihood:

• Lead Intelligence 90-100 – High Priority: Exhibiting behaviors of a lead ready to transact; focus daily prospecting efforts here.
• Lead Intelligence 60-89 – Medium Priority: Exhibiting some behaviors that indicate an interest in buying or selling; nurture with high-value content.
• Lead Intelligence 0-59 – Early Stage: Not currently exhibiting behaviors of a buyer or seller; focus on long-term automated nurture.

Lead Intelligence tracks consumer data and your leads' activities to determine which leads are exhibiting the same behaviors of recent buyers and sellers. Simply put, leads that score 90+ will be 5x more likely to convert than choosing leads at random. Note: a score of 90+ does not mean that lead is 90% likely to convert. Focusing on the higher scoring leads will increase your conversion rates over time.

🎯 Lead Categories

Each lead may be tagged with one of four categories, allowing you to trigger tailored campaigns:

Tip: Create automation rules in your CRM to launch a category-specific campaign when these tags are added.

Using Lead Intelligence to Prioritize Leads

Priority 1: New Leads (Speed to lead is still most important!)

• Immediate “welcome” outreach is critical — send a voicemail, text, or email within minutes of receiving the lead's information.
• Good news: when you set up an integration to send new leads to Agent Legend, your speed to lead communications happen automatically!

Priority 1b: 90-100 Tag (Conversion Stage)

• Goal: Convert now-ready leads.
• Tactics: Identify Lead Category, Live calls first, then Agent Legend drip text + voicemail.
• Extras: Handwritten letters for personal touch; offers like property tours or free consultations.

Priority 2: 60-89 Tag (Evaluation Stage)

• Goal: Build authority and help compare solutions.
• Tactics: Automated drips, personalized follow-ups, educational content, case studies.
• Extras: Webinars, testimonials, success stories.

Priority 3: 0-59 Tag (Awareness Stage)

• Goal: Build trust and brand awareness.
• Tactics: Long-term nurture via email and social; no live calling unless engagement spikes.
• Extras: Blog posts, tip sheets, videos, and guides.

Putting it all together:

1. Set up Agent Legend – Create your account and activate Lead Intelligence.
2. Add your campaigns – Add or create the campaigns you’ll use for each category and score range.
3. Segment your CRM – Filter by Lead Category and Lead Intelligence Score tags.
4. Automate routing – Build action plans that send each lead to the right campaign in Agent Legend.
5. Let Agent Legend work – Your leads get the right message at the right time, so you can focus on closing deals and growing your business.