Engine and pilot design - Evidence-backed buyer intelligence for a condo sales pilot
Replacing generic lead lists with evidence-backed buyer prioritization. Engine and pilot design.
- Client
- Shoma Bay
- Year
- Service
- Lead intelligence, Real estate, Evidence-based scoring, Sales tooling
- Engagement
- Engine and pilot design
The Challenge
The sales team needed more useful buyer context than a generic contact list, along with prioritization suited to its follow-up capacity.
The Approach
BeeNex designed buyer discovery and enrichment around verified evidence, uncertainty discounts, five signal pillars and a controlled lead-activation workflow. The client pilot was scoped separately from the engine itself.
Capabilities
- Buyer discovery
- Professional/firmographic enrichment
- Buyer archetypes
- Fact/hypothesis/unknown evidence tiers
- Confidence-weighted scoring
- Five weighted signal pillars
- Hard promotion rule
- Priority I/II delivery
- Lead dossiers
- Broker activation dashboard
- CRM/Airtable record keeping
Workflow
- Discover possible buyers
- Collect and verify signals
- Discount uncertain evidence
- Score intent/capacity/affinity/fit/contact
- Keep uncorroborated prospects in Monitor
- Prepare dossier
- Deliver pilot leads for human outreach
- AI enrichment
- Public-source research
- Evidence-weighted scoring
- Spark CRM (proposed)
- Airtable (proposed)
- Agent dashboard
Engagement Outcome
The work produced an evidence-weighted engine design and a structured 90-day pilot proposal. It demonstrates buyer prioritization and activation design rather than a claimed sales-conversion result.
Scope in the record
- Scoring pillars
- 5