HiQOR
Internal Documentation

SMS Lead Scoring Logic

This document outlines how HiQOR scores race leads. It defines the data flow, which call dispositions trigger SMS follow-up, how the messaging sequence operates, and how engagement signals contribute to a final 0–100 score.

Data Source

Squeeze (Call Center)

Partner

Mutual of Omaha

Score Range

0 – 100

SMS Steps

3-step cadence

Section 01

End-to-End Lead Data Flow

This is how a lead moves from a race event all the way through to the SMS scoring pipeline. Each handoff is conditional — the lead only progresses if the right consent and disposition signals are in place.

Race Partners

Lead data submitted by race event partners

HiQOR

Routes lead data downstream. Checks opt-in consent.

Mutual of Omaha

Receives consented leads. Routes to call center if marketing opt-in is present.

Call Center

Contacts the lead. Posts call disposition result back to HiQOR.

SMS Scoring Triggered

HiQOR receives disposition data and evaluates whether to trigger the SMS flow.

Consent Gate

Mutual of Omaha will only route a lead to the call center if the lead provided opt-in marketing consent at the point of data collection. Leads without consent never reach the call center and therefore never generate a call disposition — meaning no SMS is ever triggered.


Section 02

Call Disposition Triggers

When the call center posts a disposition back to HiQOR, we immediately evaluate whether it should trigger the SMS flow. Dispositions that indicate a genuine conversation happened — like declines, DQs, or transfers — do not trigger SMS. Dispositions that suggest the lead was unreachable or the call was incomplete do trigger the SMS re-engagement flow.

Triggers SMS20
AbandonAns MachineAnswering MachineBusyCall ScreeningDead AirDropped CallFailed XferHangupLead Hung UpLead Hung Up - IntroNo AnswerNo DispositionRecycleSent To VoicemailUnknown ConnectionVoicemail DumpVoicemail ProcessedScheduled CallbackSuccess - Scheduled Appointment
Does NOT Trigger SMS37
3rd Party TransferAgent ErrorCall BackCaller DisconnectedDeclinedDial ErrorDisconnected NumberDNCDo Not CallDQed - AgeDQed - Already EnrolledDQed - Already Spoke with MoODQed - Already working with MOODQed - Customer ServiceDQed - Daily Marijuana UserDQed - DeceasedDQed - Diagnosed in the Last 2-5 YearsDQed - Does Not Have Medicare A or BDQed - Health IssuesDQed - Income Less than 40kDQed - Language BarrierDQed - Remove From CampaignDQed - StateForce StopForced LogoutForward ParticipantForwardedNot InterestedNot Interested - Already EnrolledOperator InterceptRemove From CampaignSystem ErrorSystem ShutdownTransferred To 3rd PartyWrong NumberXferZafter Call Work Time Expired

DQed dispositions (highlighted in amber) indicate the lead was permanently disqualified and should never be messaged.


Section 03

SMS Messaging Cadence

Once a triggering disposition is received, we send a 3-step SMS sequence. Each step is designed to gather a specific signal. Reply speed and content both affect the final score.

1
Coverage SMS10 min

Sent 10 minutes after disposition is received

Asks the lead about if they have activated one one day coverage. This is the first point of contact after a missed call. The reply (YES or NO) or absence of reply drives the timing of Step 2.

2
Race Experience SMSReply or 24h

Immediately on reply to Step 1, OR after 24 hours with no reply

Asks about race participation history. Deepens engagement and surfaces multi-race intent — a strong scoring signal.

3
Face Scan SMSReply or 24h

Immediately on reply to Step 2, OR after 24 hours with no reply

Asks if the lead is interested in completing a face scan. A YES response to any of the three steps awards +25 points — the highest-value scoring event in the sequence.

STOP Reply = Immediate Suppression

If a lead replies STOP at any point, all future messages are cancelled immediately and the lead is suppressed from the campaign.

Score Finalization

The final score is calculated 7 days after the last SMS, or immediately upon face scan completion — whichever comes first.


Section 04

Final Scoring Model

Every lead receives a score from 0 to 100 based on their interactions across the SMS flow. Scores are additive — every positive signal layers on top of the last. The score is capped at 100.

SMS Delivered3

Each message that is successfully delivered to the lead

Max: +9 (3 sends)

Responded to SMS8

Each reply from the lead — YES or NO both count equally

Max: +24 (3 replies)

Response Speed — Under 15 min10

Replied within 15 minutes of receiving the message

Response Speed — Under 1 hour6

Replied within 1 hour of receiving the message

Response Speed — Under 24 hours3

Replied within 24 hours of receiving the message

Response Speed — 24h to 7 days1

Replied but took more than a day

Activated Coverage (YES)25

Lead replied YES to the coverage question

Multi-Race Participant (YES)25

Lead confirmed they participate in multiple races

Interested in Face Scan (YES)5

Lead expressed interest in completing a face scan

Face Scan Completed25

Lead actually completed the face scan — highest value event

Score Distribution Bands

0–20
Passive / Low Interest
30–50
Engaged but Low Intent
60–80
Real Interest
85+
Strong Intent
100
Elite Engagement

Section 05

Score Simulator

Use the controls below to explore how different combinations of engagement signals affect the final score. Load a preset or configure manually.

Configure Lead Signals

Lead Replied to SMS

Did the lead respond to any message?

Coverage YES

Replied YES to the coverage question

Multi-Race YES

Confirmed participation in multiple races

Face Scan Interest YES

Expressed interest in completing a face scan

Face Scan Completed

Actually completed the face scan (+25)

Final Score

09100

Passive / Low

Score Breakdown

SMS Delivered (3 × +3)+9
Total (capped)9

This document is for internal HiQOR team use only. All scoring logic is subject to change. Last reviewed February 2026.