Lead Qualifier — FPA Command Center

Ideal prospect definition

Adjust these to redefine who scores well. Every lead is re-scored the moment you save.

Age proxy

Grad year from Grad year to

Orphaned 401(k) signal — time in current role

Min months at current job Max months at current job

Income & asset proxies

Senior title keywords (comma-separated) Exclude title keywords

Min company employees Excluded states (comma)

Scoring weights

Recent job change Senior title Mgmt level (C/VP) Company size Age in range Email + mobile on file Job-hopper penalty

Tier thresholds

Tier A at score ≥ Tier B at score ≥

Team, funnel & pricing

Meetings / advisor / day Contact rate % Contact → meeting % Tier A lead price $ Tier B price $ Tier C price $

Advisors (comma-separated — enables auto-assign)

Export defaults

Lead Source Detail Address Type

Meeting invite template (Outlook)

Your name Your email Duration (minutes)

Invite subject — use {firstName} {lastName} {yourName} Invite body

Outreach channels

Click-to-call via Email via

LinkedIn connection note — {firstName} {employer} {yourName}

Marketing email templates — {firstName} {lastName} {employer} {yourName}

Template 1 name Subject

Body

Template 2 name Subject

Body

Template 3 name Subject

Body

List-build recipe (what the team sees under "Build list")

Recipe

Lead Qualifier · Command Center

No leads yet

No leads yet

Ideal prospect definition

Age proxy

Orphaned 401(k) signal — time in current role

Income & asset proxies

Scoring weights

Tier thresholds

Team, funnel & pricing

Export defaults

Meeting invite template (Outlook)

Outreach channels

Marketing email templates — {firstName} {lastName} {employer} {yourName}

List-build recipe (what the team sees under "Build list")

Import — confirm column mapping

Send calendar invite

Send marketing email

Build a lead list

Confirm

Paste a list

Log a note