Scoring templates by industry

What are scoring templates?#

Scoring templates are pre-configured ideal lead profiles for specific industries. Each template contains criteria, weights, and signals calibrated for the most common lead type in that industry.

They serve as a starting point. You select the template closest to your business, customize if needed, and activate.

Even if no template matches your business exactly, choose the closest one and customize it. It's faster than creating from scratch.

How to use a template#

Access the gallery

In the sidebar menu, click Qualification and then "Use template".

Browse and choose

Templates are organized by industry. Each card shows the name, a brief description, and the main criteria. Click "Select" on the desired template.

Customize

Review and adjust the criteria to match your reality. You can change weights, add, or remove criteria.

Activate

Click "Activate profile" to start qualifying leads with the template.

The 14 available templates#

1. Healthcare - Dentistry#

Ideal for: dental clinics, office networks, dental franchises.

Dimension	Main criterion
Company	Dental clinics and offices, oral health CNAE code
Job title	Owner dentist, clinic manager, clinical director
Region	Prioritizes capitals and cities with over 100k inhabitants
CNPJ	Active status, primary activity in dentistry
Extra signals	Number of chairs, insurance acceptance, specialties

2. Healthcare - Aesthetics#

Ideal for: aesthetics clinics, facial harmonization, body procedures.

Dimension	Main criterion
Company	Aesthetics and beauty clinics, aesthetics activity CNAE code
Job title	Owner, aesthetic biomedical professional, manager
Region	Capitals and mid-sized cities
CNPJ	Active status, primary activity in aesthetics/healthcare
Extra signals	Types of procedures, average ticket, active social media

3. Healthcare - Dermatology#

Ideal for: dermatology clinics, dermatologists, skin care centers.

Dimension	Main criterion
Company	Dermatology clinics, medical centers focused on skin care
Job title	Dermatologist, medical director, clinic manager
CNPJ	Active status, medical activities CNAE code
Extra signals	Aesthetic and clinical procedures, insurance, equipment

4. Real Estate#

Ideal for: real estate agencies, construction companies, brokerages, developers.

Dimension	Main criterion
Company	Real estate agencies, construction companies, developers
Job title	Broker, commercial director, sales manager
CNPJ	Active status, real estate activities CNAE code
Extra signals	Number of properties, gross sales value, operating regions, type (residential/commercial)

5. Food Service#

Ideal for: restaurants, bars, food franchises, dark kitchens.

Dimension	Main criterion
Company	Restaurants, bars, cafes, food franchises
Job title	Owner, executive chef, operations manager
CNPJ	Active status, food service CNAE code
Extra signals	Number of locations, active delivery, average ticket, platforms (iFood, Rappi)

6. Retail#

Ideal for: physical stores, e-commerce, retail chains, franchises.

Dimension	Main criterion
Company	Stores, retail chains, e-commerce
Job title	Store manager, commercial director, head of e-commerce
CNPJ	Active status, retail commerce CNAE code
Extra signals	Number of stores, sales channels, revenue, e-commerce platform

7. Services#

Ideal for: consulting firms, agencies, accounting offices, law firms.

Dimension	Main criterion
Company	B2B service providers, consulting firms, offices
Job title	Partner, director, project manager
CNPJ	Active status, consulting/services activities CNAE code
Extra signals	Number of clients, specialization, certifications

8. Technology#

Ideal for: SaaS, startups, digital agencies, IT companies.

Dimension	Main criterion
Company	Startups, SaaS, digital agencies, software houses
Job title	CTO, CEO, Head of Product, IT manager
CNPJ	Active status, technology/IT CNAE code
Email	Strong weight on corporate domains (penalizes gmail/hotmail)
Extra signals	Tech stack, number of developers, business model

9. Education#

Ideal for: schools, universities, online courses, edtechs.

Dimension	Main criterion
Company	Educational institutions, edtechs, course platforms
Job title	Academic director, coordinator, head of marketing
CNPJ	Active status, education CNAE code
Extra signals	Number of students, modality (in-person/online), education levels

10. Automotive#

Ideal for: dealerships, repair shops, auto parts stores, rental companies.

Dimension	Main criterion
Company	Dealerships, repair shops, auto parts stores
Job title	Owner, commercial manager, after-sales director
CNPJ	Active status, vehicle commerce/maintenance CNAE code
Extra signals	Brands served, vehicles per month, services offered

11. Beauty#

Ideal for: beauty salons, barbershops, studios, cosmetics distributors.

Dimension	Main criterion
Company	Salons, barbershops, beauty studios, franchises
Job title	Owner, manager, lead hairstylist
CNPJ	Active status, beauty activities CNAE code
Extra signals	Number of professionals, services offered, products used

12. Financial#

Ideal for: fintechs, investment advisory firms, accounting offices, insurance companies.

Dimension	Main criterion
Company	Fintechs, advisory firms, brokerages, accounting offices
Job title	CFO, financial director, investment advisor, accountant
CNPJ	Active status, financial services CNAE code
Email	Strong weight on corporate domains
Extra signals	Assets under management, number of clients, certifications (CPA, CEA)

13. Agribusiness#

Ideal for: farms, cooperatives, input resellers, agritechs.

Dimension	Main criterion
Company	Rural properties, cooperatives, agricultural resellers
Job title	Farm owner, farm manager, agronomist
CNPJ	Active status, agriculture/agribusiness CNAE code
Region	Agricultural regions (MT, GO, PR, MS, MG, BA, SP)
Extra signals	Cultivated area, crops, technologies used, machinery

14. Logistics and Transportation#

Ideal for: carriers, logistics operators, freight companies.

Dimension	Main criterion
Company	Carriers, logistics operators, couriers
Job title	Operations director, logistics manager, owner
CNPJ	Active status, transport/logistics CNAE code
Extra signals	Fleet, routes served, cargo type, modes (road, air)

How to choose the right template#

If you're not sure which template to choose, consider:

Who is your ideal customer? Choose the template for your customer's industry, not your own business. If you're an agency that serves aesthetics clinics, use the "Healthcare - Aesthetics" template.
Which template has the most similar criteria? Even if the industry isn't an exact match, the criteria may be similar. A coaching company could use "Services" or "Education".
Still unsure? Use the "Create with AI" option and describe your business in natural language. The AI will generate a custom profile tailored to you.

All templates can be 100% customized after selection. Change weights, add criteria, and adjust as needed. The template is just a starting point.

Next steps#

Configure your scoring profile with the complete step-by-step guide
Understand how qualification works to optimize your criteria