Services
Describe the work, products, or appointment types the business actually offers.
Business profile
Your definition of a good lead. Not ours.
Tell Call Census what the business sells, where it operates, which signals indicate a genuine opportunity, and which calls should be excluded from lead classification.
Build the profile
Give recommendations the context they need.
The business profile guides classification while the current call evidence remains the primary source for the specific review.
Lead signals
Record useful indicators such as a requested quote, booking, service need, or actionable next step.
Exclusions
Identify categories such as spam, wrong numbers, vendors, job seekers, and non-sales administration.
Operating context
Add service area, hours, and other constraints that affect whether an opportunity is eligible.
A practical standard
Write criteria a reviewer can defend.
A long wish list of positive words does not define a qualified call. The standard should describe a real customer need, eligibility, and an actionable sales next step—then state the exclusions that override weaker positive signals.
- Specific enough for one business
- Observable in the call or reliable metadata
- Clear about exclusion precedence
- Reviewed whenever the commercial model changes
ServicesRepair, replace
Lead signalEstimate requested
ExclusionExisting invoice
Examples illustrate the structure, not a universal rule. Each Account should reflect its own services and qualification standard.
Keep humans responsible
Criteria guide the recommendation. They do not remove review.
The profile gives the AI useful context and makes review more consistent. Your reviewer still confirms whether the individual call counts.
Evidence from this call
Use what the caller actually said and the normalized metadata available for this call.
Account context
Apply the business profile’s services, exclusions, and qualification rules.
Reviewer judgment
Resolve uncertainty, correct recommendations, and maintain the standard over time.
Define the signal before you optimize to it.
Start with one Account, document what counts, and test the standard against real calls.