Assign insulation and energy-efficiency consultations using home type, comfort issue, material, incentive, source, market, and advisor-performance evidence.
Start with historical appointments, realistic eligibility rules, and outcomes that have had time to mature.
Organizations can improve assignment by ranking eligible representatives for each qualified opportunity using context available before the conversation, while preserving licensing, territory, capacity, and other operating rules. In this market, the relevant opportunities include insulation and home-performance assessments. The approach should be validated on mature outcomes before live use.
Attic insulation, spray foam, air sealing, crawlspace work, and whole-home performance projects involve different technical and financial conversations. Rebates, comfort complaints, and energy-cost concerns also shape buyer intent.
Lithium Six tests whether those differences create repeatable representative-opportunity fit on held-out history. It does not assume a demographic, source, project, or salesperson effect before the evidence supports it.
Use fields that are known before the sales conversation begins.
Rank only representatives who can realistically receive the appointment.
| Measurement | Why it matters | How to use it |
|---|---|---|
| Assessment win rate | Measures whether assignment creates value across insulation and home-performance assessments. | Compare appointments that have had enough time to reach an outcome |
| Revenue per assessment | Measures whether assignment creates value across insulation and home-performance assessments. | Compare similar periods, lead sources, and assignment approaches |
| Rebate conversion | Measures whether assignment creates value across insulation and home-performance assessments. | Compare appointments assigned to recommended representatives |
| Project mix | Measures whether assignment creates value across insulation and home-performance assessments. | Review prediction accuracy alongside actual sales and revenue |
| Days to signed agreement | Measures whether assignment creates value across insulation and home-performance assessments. | Check for changes in lead mix and team performance before changing your approach |
Isotope Labs organizes your appointments, representative assignments, and outcomes into a history we can evaluate, using information available before each assignment.
We test predictions against historical outcomes kept separate from model training to identify reliable matches between opportunities and sales representatives.
We evaluate historical assignment scenarios that reflect representative eligibility, territories, availability, and workload limits.
See which recommendations your team uses and how those appointments perform, including close rate and revenue per appointment as outcomes become available.
Organizations can improve assignment by ranking eligible representatives for each qualified opportunity using context available before the conversation, while preserving licensing, territory, capacity, and other operating rules. In this market, the relevant opportunities include insulation and home-performance assessments. The approach should be validated on mature outcomes before live use.
No. The CRM remains the system of record. Lithium Six uses approved CRM data to evaluate and return a ranked list of eligible representatives.
The useful amount depends on appointment volume, team size, outcome quality, and opportunity variety. Isotope Labs begins with a complimentary data-readiness review.
Yes. Recommendations can be limited by territory, availability, skills, licensing, capacity, and other client-defined eligibility rules.
Rank eligible sunroom consultants using enclosure type, property, structural scope, budget, financing, source, market, and historical agent-fit evidence.
Industry guideAssign mold-remediation inspections using property, affected area, source, testing status, urgency, payer context, market, and specialist-performance patterns.
Strategy guideReview the fields, definitions, and history needed for a credible evaluation.
Share a representative CRM export or connect your data. Isotope Labs will evaluate data readiness, representative-performance variation, and the potential value of model-guided assignment before a live rollout.
