AI Customer Readiness Scorecard
This is the front end of the lead-scoring system that sits inside the D'Souza Group CRM. It grades a business 0–100 on addressable revenue upside, explains the reasoning, and routes the result to an AI agent that follows up by voice and SMS.
Scoring range
0 – 100
Recalculation
Live
Follow-up
AI voice & SMS
Run the AI Priority Scorecard
The model scores addressable upside, not size. Adjust any field and the engine recalculates instantly — nothing is sent until you ask for the report.
Real Estate & Land median is 8.7% · top quartile 14.2%
High Priority — significant unrealised revenue detected
- Revenue headroom
- $3.86Mif conversion reaches 14.2%
- Implied deal value
- $26Kacross ~160 closed deals
- Conversion gap
- 6.8 ptsto real estate and land top quartile
- $4.20M in annual revenue puts This business squarely inside the band where a 90-day intervention compounds fastest — enough infrastructure to move, not enough inertia to resist.
- 180 leads per month is roughly 2.2K annual opportunities. At 7.4% you are closing about 160 of them.
- Your 7.4% close rate trails the real estate and land median of 8.7%. Closing to the 14.2% top-quartile mark is worth an estimated $3.86M in additional annual revenue at your current deal size.
- Implied average deal value is $26K. Every one-point lift in conversion is worth about $568K a year.
- Revenue band fit30/30
- Demand volume18/25
- Conversion headroom14/30
- Sector velocity14/15
Next best action
Schedule the 90-Day ERA Audit immediately — book the earliest available strategy session.
Send this score straight into the D’Souza Group AI agent. It routes your report, opens a calendar, and follows up by voice and SMS within minutes.
No black box. Four weighted signals and one deliberate bias.
The bias: the model rewards unrealised upside over raw size. A large business already converting at its ceiling scores lower than a mid-market business with strong flow and a broken funnel — because that is where ninety days of work produces the most revenue.
30pts
Revenue band fit
Peaks between $2M and $50M, where a 90-day intervention has enough infrastructure to move and not enough inertia to resist it.
25pts
Demand volume
Log-scaled monthly qualified lead flow. Demand is the raw material the accelerator works with; without it, conversion work has nothing to convert.
30pts
Conversion headroom
Distance between the current close rate and the sector's top-quartile ceiling. Low conversion with strong flow is the highest-value situation on the board.
15pts
Sector velocity
How fast a revenue intervention compounds in that industry, from technology at the top down to sectors with longer physical cycles.
Bands
- Low priority0 – 44
- Medium priority45 – 69
- High priority70 – 100
What happens on submit
- 01Your inputs, the computed score, the priority band and the recommended next action are packaged as a single JSON payload.
- 02The payload is posted to the GoHighLevel inbound webhook and written to the site database as a durable record.
- 03GoHighLevel triggers the AI voice and SMS agent, which delivers the report and can book the audit directly in conversation.