Scores and qualifies inbound leads for Hedge Edge by evaluating their prop-firm trading profile, hedging needs, account count, and purchase intent. Produces a structured lead score (0100) with a tier recommendation and next-action routing.
Transform raw inbound signals Discord messages, landing-page form submissions, free-guide downloads, and referral introductions into scored, qualified leads with a clear tier recommendation (Starter, Pro, or Hedger) and a defined next step (nurture, book demo, or direct close).
`yaml lead_source: type: enum[discord, landing_page, free_guide_download, referral, ib_partner, manual] required: true
lead_data: name: string email: string | null discord_handle: string | null message_content: string | null # raw message or form submission text prop_firms: list[string] | null # e.g. ["FTMO", "The5%ers", "Apex"] account_count: integer | null # number of funded/challenge accounts current_hedging_method: string | null # "manual", "none", "copy-trade", "other" trading_pairs: list[string] | null # e.g. ["EURUSD", "GBPJPY"] platform: enum[MT5, MT4, cTrader] | null existing_subscription: string | null # from Supabase lookup broker_accounts: list[string] | null # Vantage, BlackBull, other
supabase_user_id: string | null # if they already have a Hedge Edge account `
| Criterion | Weight | Scoring Logic |
|---|---|---|
| Account Count | 25 pts | 1 account = 5, 23 = 15, 45 = 20, 6+ = 25 |
| Prop-Firm Affiliation | 20 pts | Known firm (FTMO, The5%ers, TopStep, Apex) = 15; multiple firms = 20 |
| Current Hedging Pain | 20 pts | "none" = 10, "manual" = 20, "copy-trade" = 12 |
| Platform Match | 15 pts | MT5 = 15 (full support), MT4 = 8 (coming soon), cTrader = 5 (roadmap) |
| Engagement Signal | 10 pts | Discord active = 5, asked pricing question = 8, requested demo = 10 |
| Purchase Intent | 10 pts | Mentioned budget/pricing = 5, asked for checkout link = 10 |
| Score Range | Classification | Recommended Action |
|---|---|---|
| 025 | Cold | Add to nurture sequence; send Free Hedging Guide |
| 2650 | Warm | Invite to Discord community; schedule educational follow-up |
| 5175 | Marketing Qualified (MQL) | Book a 15-min discovery call via Cal.com |
| 7690 | Sales Qualified (SQL) | Book a 30-min demo call; prepare tier recommendation |
| 91100 | Hot | Immediate outreach; send personalised Creem.io checkout link |
Based on the lead profile, recommend the optimal starting tier:
yaml qualification_result: lead_id: string # CRM row ID or Supabase user ID score: integer # 0100 classification: enum[cold, warm, mql, sql, hot] tier_recommendation: enum[starter, pro, hedger] tier_reasoning: string # one-paragraph justification next_action: string # e.g. "Book 30-min demo via Cal.com" next_action_owner: enum[sales_agent, marketing_agent, self_serve] crm_updated: boolean notion_deal_created: boolean ib_opportunity: boolean # true if lead has no Vantage/BlackBull account follow_up_date: date # suggested follow-up timestamp personalised_message: string # ready-to-send outreach message
| Platform | Variable | Operations Used |
|---|---|---|
| Supabase | SUPABASE_URL, SUPABASE_KEY | GET /rest/v1/users?email=eq.{email} profile lookup |
| Google Sheets | GOOGLE_SHEETS_API_KEY | Read/append rows in "Leads" sheet |
| local automation scripts (Railway) | RAILWAY_TOKEN | POST webhook with qualification payload |
| Notion | NOTION_API_KEY | Create page in Sales Pipeline database |
| Discord Bot | DISCORD_BOT_TOKEN | Fetch user message history, send DM |
| Creem.io | CREEM_API_KEY | Generate tier-specific checkout link for hot leads |