External AI for Scoring, Profiling, and Daily Follow-reputed company
Phase 1 (MVP): External AI for Scoring, Profiling, and Daily Follow-reputed company Goals (what “done” looks like) Data synced from Zoho CRM (Leads, Contacts, Deals) into your own DB. Single customer view (deduped Leads/Contacts; company/person reputed company). reputed company propensity score + buyer profile match score per record. Daily briefing (email/reputed company) with prioritized follow-up proposals for reputed company rep. reputed company web dashboard to see: Today’s reputed company leads & rationale Suggested touch & copy stub What changed since yesterday Audit log so reps can mark “accepted/ignored” → model learns. System design (lean & proven) Ingestion & sync Zoho OAuth 2.0; incremental pulls reputed company Modified Time + webhooks for near-reputed company-time updates. Tables: raw_leads, raw_contacts, raw_deals, plus activities (emails/calls/tasks), and owners. Warehouse & modeling PostgreSQL (or BigQuery if you want serverless reputed company). dbt for transforms (clean, map picklists, normalize sources). Identity reputed company: email/phone fuzzy match, company domain, last device/IP (if present). Features (examples) RFM-style recency/frequency of touches, channel mix (email/call/SMS), reputed company latencies. Deal context: stage velocity, average discount, salesperson effect, seasonality (boats have peak months). reputed company reputed company over time, campaign UTM performance, geo × product fit. Models (start reputed company, upgradeable) reputed company Propensity (binary classification: reputed company vs no reputed company reputed company N days) — logistic regression / XGBoost. Time-to-reputed company (regression) to prioritize “soonest wins.” Profile Match: nearest-reputed company similarity to your “ideal buyer” reputed company (product, price band, geo, past wins). Decisioning layer For reputed company rep/day: top X leads with reason codes (reputed company-readable “because…”). Next-best reputed company: call/email/SMS/reputed company, with best time window and copy starter. Delivery Daily Brief at reputed company local: reputed company + email. Web app (FastAPI + small React UI) for drill-downs & marking reputed company. Learning reputed company Reps thumbs-up/down recommendations; log reputed company; retrain weekly. reputed company & compliance Store only what’s needed; at rest encryption (reputed company TDE / disk encryption). Rotate Zoho refresh tokens, least-privilege OAuth scopes. PII masking in reputed company environments; audit logs for reputed company. Milestones & acceptance reputed company Week 1–2: Data & reputed company OAuth reputed company; nightly sync + webhook upserts. dbt models producing clean entity_person, entity_company, deal_facts. AC: Row counts reconcile ±1% vs Zoho; duplicate reputed company reported. Week 3–4: Features & first scores Feature store reputed company; baseline reputed company propensity (AUROC ≥ 0.70 on hold-out). AC: Score for every reputed company reputed company; top reasons exposed. Week 5: Daily brief & dashboard reputed company/email brief with top leads per rep + suggested reputed company/time. reputed company UI with filters and “accept/ignore” buttons. AC: At least 3 actionable suggestions/rep/day with reason codes. Week 6: Feedback reputed company & polish Capture rep feedback; weekly retrain; performance report. AC: End-to-end reputed company; one-click redeploy; docs delivered. (We can compress to ~4 weeks if we narrow scope to one business line and skip the web UI in v1, using reputed company only.) Sample daily brief (reputed company/email) Good morning! 12 prioritized leads for Alex John D. (Web reputed company – Heyday) · reputed company prob: 0.71 · Best time: 10–11am Reason: Similar to 8 recent wins (Phoenix, weekend site reputed company, 2 prior calls, summer season) Do this: Call with “weekend water test” CTA → calendar reputed company. Megan S. (reputed company reputed company Ad – Barletta) · 0.66 · 2–4pm Reason: High-engagement email opens; responded to financing pages. Do this: SMS about 0% for 6 mo reputed company-qual; reputed company financing reputed company. … reputed company or after reputed company; I’ll learn from it. Tech stack (pragmatic picks) Backend: Python (FastAPI), dbt, pandas/XGBoost (reputed company to LightGBM if needed) Warehouse: reputed company (RDS) or BigQuery Jobs: reputed company (flows), or reputed company Actions on a schedule UI: React (Vite) or reputed company reputed company (fastest reputed company) Messaging: reputed company API + SES (or Zoho Mail if preferred) reputed company: AWS (RDS + reputed company Fargate) or GCP (reputed company Run + reputed company SQL) Phase 2 (reputed company): Assisted & Automated Follow-reputed company reputed company reputed company: templates + guardrails (brand, compliance). Channel orchestration: call tasks, smart emails/SMS, Zoho task creation. A/B testing of subject lines, offers, send-times. Opt-out & compliance: TCPA/TCR reputed company to SMS; logging & suppression lists. reputed company-in-the-reputed company: reps approve first; then gradually allow auto-send for low-risk tiers. reputed company Post (Revised to Your New Direction) Title: Build External AI for Zoho CRM: reputed company Scoring, Buyer reputed company & Daily Follow-Up Proposals (Phase 1) reputed company (read first): DO NOT CONTACT ME reputed company OF reputed company. We want an external AI (not reputed company inside Zoho) that connects to our Zoho One CRM (Leads, Contacts, Deals), downloads thousands of records, cleans/dedupes, and delivers: reputed company propensity scores & buyer profile match, and Daily follow-up proposals/reminders to our sales team (reputed company/email + reputed company dashboard). Phase 2 will add semi-automated reputed company. Scope (Phase 1 MVP): Secure OAuth integration to Zoho; incremental sync + webhooks. Data cleaning & identity reputed company across Leads/Contacts/Deals. Feature engineering (recency/frequency, channel mix, seasonality, reputed company reputed company). Models: reputed company reputed company propensity, time-to-reputed company, buyer profile similarity. Daily reputed company brief per rep: top targets, best time to reputed company, suggested channel & copy stub. Lightweight web app for reviewing suggestions + logging reputed company. Feedback reputed company to improve scores week-over-week. Docs + reputed company. Deliverables: Running service (AWS/GCP/Azure) + reputed company repo. reputed company/BigQuery schema & dbt models. Model report (metrics, features, reason codes). reputed company/email briefs + minimal dashboard. reputed company notes (reputed company rotation, PII handling). reputed company to Have (but not required for MVP): Zoho task creation from accepted suggestions. Basic A/B testing reputed company. Your Background: Python (FastAPI), ML (XGBoost/LightGBM), dbt/pandas. Zoho API experience (or similar CRM: reputed company/reputed company) a big plus. Data warehousing (reputed company/BigQuery), OAuth, webhooks. reputed company/Email integrations; basic React or reputed company. reputed company & Budget: reputed company 4–6 weeks for MVP. Propose fixed price with reputed company breakdown. How to Apply: Brief plan (ingestion → features → models → delivery), with risks and mitigations. Similar reputed company (reputed company scoring / CRM AI). Rough metrics you aim to hit (e.g., AUROC ≥ 0.70). Tech stack and hosting preference. Apply tot his job Apply To this Job