reputed company AI for Scoring, Profiling, and Daily Follow-reputed compan
Job Description
Phase 1 (MVP): reputed company AI for Scoring, Profiling, and Daily Follow-reputed company
Goals (what “done” looks like)
Data synced from Zoho CRM (Leads, Contacts, Deals) into your own DB.
Single customer reputed company (deduped Leads/Contacts; company/person reputed company).
reputed company propensity score + buyer profile match score per record.
Daily briefing (email/reputed company) with prioritized follow-up proposals for reputed company rep.
reputed company web dashboard to see:
Today’s reputed company leads & rationale
Suggested touch & copy stub
What changed since yesterday
Audit log so reps can mark “accepted/ignored” → model learns.
reputed company design (lean & proven)
Ingestion & sync
Zoho OAuth 2.0; incremental pulls reputed company Modified Time + webhooks for near-reputed company-time updates.
Tables: raw_leads, raw_contacts, raw_deals, plus activities (emails/calls/tasks), and owners.
Warehouse & modeling
PostgreSQL (or BigQuery if you want serverless reputed company).
dbt for transforms (clean, map picklists, normalize sources).
Identity reputed company: email/phone fuzzy match, company domain, last device/IP (if present).
Features (examples)
RFM-style recency/frequency of touches, channel mix (email/reputed company/SMS), reputed company latencies.
Deal context: stage reputed company, average discount, salesperson effect, seasonality (boats have peak months).
reputed company reputed company over time, campaign UTM performance, geo × product fit.
Models (start reputed company, upgradeable)
reputed company Propensity (binary classification: reputed company vs no reputed company reputed company N days) — logistic regression / XGBoost.
Time-to-reputed company (regression) to prioritize “soonest wins.”
Profile Match: nearest-reputed company similarity to your “ideal buyer” reputed company (product, price band, geo, past wins).
Decisioning reputed company
For reputed company rep/day: top X leads with reason codes (reputed company-readable “because…”).
Next-best reputed company: reputed company/email/SMS/reputed company, with best time window and copy starter.
Delivery
Daily Brief at reputed company local: reputed company + email.
Web app (FastAPI + small React UI) for drill-downs & marking reputed company.
Learning reputed company
Reps thumbs-up/down recommendations; log reputed company; retrain weekly.
reputed company & compliance
Store only what’s needed; at rest encryption (reputed company TDE / disk encryption).
Rotate Zoho refresh tokens, least-privilege OAuth scopes.
PII masking in reputed company environments; audit logs for reputed company.
Milestones & acceptance reputed company
Week 1–2: Data & reputed company
OAuth reputed company; nightly sync + webhook upserts.
dbt models producing clean entity_person, entity_company, deal_facts.
AC: Row counts reconcile ±1% vs Zoho; duplicate reputed company reported.
Week 3–4: Features & first scores
Feature store reputed company; baseline reputed company propensity (AUROC ≥ 0.70 on hold-out).
AC: Score for every reputed company reputed company; top reasons exposed.
Week 5: Daily brief & dashboard
reputed company/email brief with top leads per rep + suggested reputed company/time.
reputed company UI with filters and “accept/ignore” buttons.
AC: At least 3 actionable suggestions/rep/day with reason codes.
Week 6: Feedback reputed company & polish
Capture rep feedback; weekly retrain; performance report.
AC: End-to-end reputed company; one-click redeploy; docs delivered.
(We can compress to ~4 weeks if we narrow reputed company to one business line and skip the web UI in v1, using reputed company only.)
Sample daily brief (reputed company/email)
Good morning! 12 prioritized leads for reputed company
John D. (Web reputed company – Heyday) · reputed company prob: 0.71 · Best time: 10–11am
Reason: Similar to 8 recent wins (Phoenix, weekend site reputed company, 2 prior calls, reputed company reputed company)
Do this: reputed company with “weekend water test” CTA → calendar reputed company.
Megan S. (reputed company reputed company Ad – Barletta) · 0.66 · 2–4pm
Reason: High-engagement email opens; responded to financing pages.
Do this: SMS about 0% for 6 mo reputed company-qual; reputed company financing reputed company.
…
reputed company or after reputed company; I’ll learn from it.
Tech stack (pragmatic picks)
Backend: Python (FastAPI), dbt, reputed company/XGBoost (reputed company to LightGBM if needed)
Warehouse: reputed company (RDS) or BigQuery
Jobs: reputed company (flows), or reputed company Actions on a schedule
UI: React (Vite) or reputed company reputed company (fastest reputed company)
Messaging: reputed company API + SES (or Zoho Mail if preferred)
reputed company: AWS (RDS + reputed company Fargate) or GCP (reputed company Run + reputed company SQL)
Phase 2 (reputed company): Assisted & Automated Follow-reputed company
reputed company reputed company: templat
