销售线索筛选：开发前先判断客户是否值得跟进

将拟合与证据质量分开

Fit score answers whether the company matches your offer. Confidence answers whether the available website evidence is strong enough to trust the recommendation. Both are needed before you save the prospect.

• 适合度包括行业、公司类型、服务需求和报价相关性。
• 置信度包括页面深度、源清晰度和信号特异性。
• A high-fit prospect with weak evidence may need manual review before outreach.

定义您的保存阈值

Set a clear threshold for when a prospect is worth saving. Without one, it is easy to keep too many companies that have no usable outreach angle.

• 当拟合得分很高并且至少有两个网站提示支持该角度时保存。
• 当契合度很强但置信度中等时进行审查。
• 当唯一可用的注释是通用的或与您的报价无关时跳过。

Qualification matrix

A clear matrix keeps high-fit prospects with weak evidence out of outreach while preserving companies that deserve manual review.

• High fit and high confidence: save as a Prospect Card and prioritize outreach.
• High fit and low confidence: review another page before export.
• Low fit and strong signal: archive the note unless your offer or ICP changes.

将资质带入出口

The qualification context should not disappear when a prospect leaves the research tool. Export fields should include fit score, signal summary, first line, source notes, follow-up status, and saved/exported status.

• Use status fields to prevent duplicate work.
• Keep source notes in exports or your own notes for review.
• Export only saved prospects when building outreach lists.

实用的保存规则

Save a prospect when it matches the ICP, has at least two source-backed website cues, and has a first line you would be comfortable sending.

• 适合分数：80 或更高。
• 置信度：70% 或更高。
• Status: saved, reviewed, and ready for CSV export.

常见问题