Outreach Scoring Engine

Pick a segment to configure its Steps 2–5, or add / duplicate / archive below. You're not locked to five.

Each brand is enrolled in only its best-match segment — never emailed twice. Archiving hides a segment from outreach but keeps its data.

Describe the segment the way you talk about it: each signal is a Must have (required — outside the band = suppressed for this segment) or Nice to have (ranks brands higher), with a value band ("between X and Y"; leave an end blank for no min / no max). Passing the must-haves scores 50; nice-to-haves carry a brand from 50 to 100. Presets come from the Jun 11 meeting. Two power tools live at the bottom of this step: ➕ Add a signal (measures not in this definition yet — new ones land there first) and ⭐ Calibrate by example (search any pulled brand — clients included — and back-solve bands from brands you know).

Loading a live brand sample for the charts…

A segment's emails are written for its definition — when the definition is final, read that segment's sequence and confirm the copy still matches who you're targeting. Wiring in Step 4 unlocks per segment only after its sequence is verified. Editing a segment's definition automatically un-verifies it (the audience changed, so the copy needs another look).

One Smartlead campaign per segment. Score a segment first, then Wire it — we create the campaign (paused) in Smartlead so the name always matches, with no copy-paste. Archiving a segment detaches & pauses its campaign automatically. Suppressed brands are never enrolled.

⚠ Wiring creates a paused campaign. It won't send until you load the sequence copy and activate it in Smartlead. Already made the campaign yourself? A “link existing” picker appears next to Wire once your Smartlead account has campaigns to choose from.

Scoring decides who; the rest of the flow gets you someone to email and a decision per brand:

The order that keeps everyone confident: define (2) → verify copy (3) → wire (4) → enrich → review → campaigns go live. Each page hands off to the next.

One set of thresholds for every segment. Under the criteria model a brand that passes every must-have starts at 50, and nice-to-haves carry it toward 100 — so a threshold is "how many of the nice-to-haves does Hot require?" Hot at 75 means at least half the known nice-to-haves hit. Edits apply to all segments; the preview re-buckets live.

Too many Hot brands? Raise the Hot threshold. Want a bigger Cold pool? Lower the Cold threshold. Tune until the sample brands in the preview land where you'd expect them.

Applied to every segment: trajectory basis, target categories (for Category fit), and the disqualifiers that skip a brand before scoring.

These rules run before scoring on every segment. Any brand matching an enabled rule is skipped entirely — not enriched, not enrolled.

Finished your segments? Click Save config above. Evan’s pipeline uses the latest saved version automatically — nothing to send, nothing to email.

Need to revise later? Come back, make edits, hit Save again. Each save is versioned — the last 10 are kept.

After scoring, Apollo pulls one decision-maker per matched brand. Choose which tiers to enrich, which roles to target, and whether a verified email is required.

Default: all tiers on so nothing changes silently on the next run. Turn Cold off to focus Apollo spend on Hot + Warm only. Changes save with the rest of the config; the pipeline reads them on the next run.

At the start of every re-score, the pipeline reads NAVIRA's HubSpot and suppresses brands with evidence of a relationship — never just "we emailed them once." Your ~5,000 past-outreach leads stay fair game; active clients, open deals, and live conversations are protected. Rules below are read from the saved config; if HubSpot is unreachable the re-score proceeds on the last-synced list (clients stay protected either way).

Always on (not configurable): contacts who unsubscribed are suppressed permanently — that one is legal, not strategic. Suppressed brands leave the Review Queue on the next re-score.