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AI & Machine LearningAgency / Sales Team

LeadIntel: AI-Powered Lead Intelligence & Scoring Dashboard for Agency Prospecting

The Objective
From 50 leads per day to 500 — AI-driven scoring and pipeline management that eliminated 80% of manual research time.
The Partnership

Client Context

An agency specializing in local business outreach that needed to scale their lead qualification process. Their team was manually researching businesses from directory scrapes — checking websites, reading reviews, and scoring prospects in spreadsheets — a workflow that consumed 3-4 hours per batch of 50 leads.

Timeline
<1 Week
Team
1 Specialists
Tech
16 Technologies

The Business Challenge

The core engineering challenge was building a reliable AI scoring pipeline that could process hundreds of leads without rate-limiting issues, while correctly parsing CSV files with multi-line markdown content in quoted fields. Additionally, the system needed to auto-enrich leads on import — mapping ratings, review counts, Instagram handles, and pain points from external tool exports into structured scores and notes.

The Bottlenecks (Before)

  • Manual lead research consuming 3-4 hours per 50-lead batch
  • Inconsistent scoring — different team members evaluated leads differently
  • No centralized pipeline tracking across prospect stages
  • Lost follow-ups due to no automated reminder system
  • CSV imports from scraping tools required manual reformatting

The Solution (After)

  • One-click bulk AI analysis scores hundreds of leads in minutes
  • Standardized 4-dimension scoring algorithm ensures consistent lead qualification
  • Visual Kanban pipeline with 6 stages from New to Closed
  • Automated follow-up reminders with configurable per-stage thresholds
  • Flexible CSV parser handles multiple formats including multi-line fields
Strategic Approach

Engineering the Solution

We built a character-by-character streaming CSV parser that correctly handles multi-line quoted fields and dynamically detects column presence (with or without optional fields like Pain Points and Instagram). Three Deno edge functions power the AI layer: one for multi-dimensional lead scoring via Gemini AI, one for extracting structured business data from any URL, and one for automated daily follow-up digests. Row-Level Security on all 6 database tables ensures complete per-user data isolation.

Core Technologies

React
TypeScript
Vite
Tailwind CSS
shadcn/ui
PostgreSQL
Supabase
Google Gemini
Recharts
TanStack Query
Zustand
Deno
Rest API
Zod
React Router
ES Lint
Key Metrics

Performance Outcomes

4
-dimension AI scoring across Digital Presence, Website Quality, Review Signals, and Growth Indicators
6
-stage pipeline management with visual Kanban board
Automated opportunity signal detection (Outdated Website, No Online Booking, Poor Reviews, Slow Website)
Streaming CSV import supporting multiple external tool formats with auto-enrichment
Per-stage follow-up reminders with configurable day thresholds
Complete per-user data isolation via Row-Level Security on all tables
Core Deliverables

Key Features

AI-powered 4-dimension lead scoring (0-100) via Gemini AI

Bulk lead analysis — score all unscored leads with one click

AI website extraction — paste a URL, get structured business data

Streaming CSV parser with multi-line field support and dynamic column detection

Auto-enrichment on import: ratings → scores, pain points → notes, Instagram → metadata

6-stage visual pipeline (New → Contacted → Responded → Interested → Meeting Booked → Closed)

Email template system with merge fields ({{businessName}})

Automated follow-up reminders with per-stage thresholds

Activity timeline tracking all lead interactions

Analytics dashboard with KPI cards, pipeline chart, and score distribution

Opportunity signal detection and display

Responsive mobile-optimized interface

Interface Design

LeadIntel analytics dashboard showing KPI cards, pipeline overview chart, and score distribution
LeadIntel leads management table with search, filters, bulk AI analyze, CSV import and export
LeadIntel lead detail showing AI-detected opportunity signals and 4-dimension scoring breakdown
LeadIntel lead detail showing notes, research section, and activity timeline
LeadIntel Kanban pipeline board with leads across New, Contacted, Responded, and Interested stages
LeadIntel mobile dashboard with stacked KPI cards and pipeline chart
LeadIntel mobile leads view with card layout, search, and filter controls
LeadIntel add new lead form with AI website extraction and manual entry fields
LeadIntel settings page with per-stage follow-up reminder configuration
LeadIntel email templates page with merge field support

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