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vivek
vivek

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Building a Financial Lead Scoring Platform - Algolia Challenge

This is a submission for the Algolia Agent Studio Challenge: Consumer-Facing Non-Conversational Experiences

What I Built

In today’s competitive market, sales teams often struggle to identify high-potential leads. They are frequently forced to choose between slow, manual evaluations or complex CRM systems that are difficult to integrate. Furthermore, for sales leadership, comparing new leads against successfully closed deals remains a tedious manual process, requiring a side-by-side analysis of company size, revenue, budget, and engagement metrics

I built a comprehensive lead scoring system that automatically evaluates and ranks prospects across 20+ attributes, then makes them instantly searchable through Algolia's powerful search engine.

The Lead Score App provides 3 Key features

  • Score Calculator - Rank your Leads and use Algolia search to find out similar Leads
  • Search Leads - Use Algolia search index to search for leads and companies with similar attributes
  • Document Analysis - Upload a company financial statement as PDF - Gemini AI will extract all the relevant financial data and automatically score this lead comparing it to the existing leads in Algolia and display the matched Leads Index in seconds.

Demo

Click on the link below to access the Lead Scoring App
https://leadscoreapp-b9dbe.web.app/

System Design

Our lead scoring system evaluates prospects across five key categories, each weighted based on its importance to closing deals:

  1. Firmographic Data (25 points) - Company Profile This category assesses the basic characteristics of the company:
  2. Financial Health (20 points) - Ability to Pay This category evaluates whether the prospect can actually afford and sustain your service:
  3. Behavioral Engagement (20 points) - Interest Level This measures how actively the prospect is engaging with your content:
  4. Purchase Intent & Fit (25 points) - Readiness to Buy This is the most critical category—it measures how close the prospect is to making a decision:
  5. Strategic Value (10 points) - Long-term Worth This evaluates the lifetime value and strategic importance of the relationship.

Based on the total score (0-100), leads are classified into four tiers:
🔥 Hot Lead (75-100 points)
⚡ Warm Lead (50-74 points)
🌡️ Cold Lead (25-49 points)
❄️ Unqualified (<25 points)

Tech Stack

1.React App
2.Algoia Agent Studio
3.Google Gemini AI
4.FireBase (hosting)

How I Used Algolia Agent Studio

  1. Algolia is a hosted search-as-a-service platform that provides fast, relevant search results with features like typo-tolerance, faceted filtering, and instant results. Unlike traditional database queries, Algolia is optimized for user-facing search experiences with sub-50ms response times.
  2. Sign Up/Log in Algolia and go to it's dashboard

https://dashboard.algolia.com/

If you are Signing up for the first time then Algolia will walk you through a series of steps teaching you how to build up your first Index.

  1. In Algolia dashboard click New > Index and create your index, since I wanted up upload all my leads data, I created a Index and called it leads_score and uploaded all my data in a CSV file.

  2. Wait for a couple of seconds and that's it you are done! All you data is uploaded and indexed for search. The dashboard will now show you all the Indexed data.

  3. This Algolia integration transforms a simple lead database into a powerful, Google-like search experience that helps sales teams find the right prospects in seconds rather than minutes.

Why Fast Retrieval Matters

Why Algolia for Lead Scoring?

Traditional approaches to searching leads have significant limitations:
Database SQL Queries:
-Slow for complex multi-field searches
-Poor text matching (exact matches only)
-No typo tolerance
-Complex to implement faceted filtering
-Scales poorly with large datasets

Algolia Search:

⚡ Sub-second search across 10,000+ records
🔍 Intelligent text matching with typo tolerance
🎯 Built-in faceted filtering
📊 Custom ranking based on relevance and business logic
🌐 Global CDN for fast access anywhere

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