Introduction

AI Lead Health Analysis helps you quickly evaluate the quality of your lead database and identify which leads deserve immediate attention. In just a few clicks (or a simple Copilot prompt), you’ll get a clear report covering data completeness, lead segmentation, and personalized recommendations.

Summary

• What AI Lead Health Analysis Does
• Where to Start the Analysis (Entry Points)
• How to View the Report
• Understanding Your Lead Analysis Report
• Usage Limits
• Best Practices

What AI Lead Health Analysis Does

When you run an analysis, AI reviews your leads and generates a structured report that includes:

• An overview of your full lead set

• A data health check to spot missing or incomplete fields

• Lead segmentation into actionable priority groups

• Dynamic, AI-generated insights tailored to your data

This report is designed to help you clean up your database, focus on the best opportunities, and build an efficient follow-up plan.

Where to Start the Analysis (Entry Points)

You can run AI Lead Health Analysis in two ways:

1) After Lead Import

Once your lead import completes:

1. You’ll see a Call to Action: “Start Analyzing My Imported Leads.”

2. Click to open AI Copilot, which automatically starts the analysis.

3. You’ll also receive an email notification prompting you to run the health check.

This is the recommended path right after bringing in a new batch of leads.

2) Through AI Copilot Anytime

You can trigger lead analysis directly from AI Copilot using natural language, for example:

• “Analyze all my leads”

• “Check my lead quality”

• “Find my high-priority leads”

Copilot will begin analyzing your leads and generate the report in the same format.

How to View the Report

After analysis completes, you can open the report from:

• Notification Center - In the Action section

• AI Copilot - In your Copilot thread

Understanding Your Lead Analysis Report

Your report is divided into four main sections:

1) Overview & Key Insights

A high-level snapshot of your database, including:

• Total number of leads analyzed

• Distribution across lead categories

• Key insights highlighting the most important takeaways

Use this section to get an immediate sense of your overall lead quality and where your focus should go.

2) Data Health Check

A detailed review of data completeness. AI flags issues like:

• Missing phone number or email

• Missing budget

• Missing location

You’ll also see charts and percentages that help you quickly assess data quality at a glance.

Why it matters: clean data improves routing, prioritization, and conversion rates.

3) Lead Segmentation

AI organizes leads into clear, actionable groups:

• High-Value Leads
  Leads with strong potential and complete enough data to act on now.

• Need Review Leads
  Leads that show promise but require a quick check or clarification.

• Require Nurturing Leads
  Leads that aren’t ready yet but could convert with consistent follow-up.

• Dormant / No-Data Leads
  Leads missing critical basic information and likely needing data enrichment before they can be used.

Each segment includes explanations and examples so you understand why leads landed there and what to do next.

4) Dynamic Insights

This is the “smart” part of the report: AI generates insights based on your leads, such as:

• Source Insights
  Which lead sources perform best, and which tend to bring incomplete or lower-quality data.

• Action Plan
  Recommended next steps, including quick fixes, longer-term improvements, and automation opportunities.

Note: This section varies per user and per analysis, depending on what AI finds in your data.

Usage Limits

To keep performance fast and insights fresh:

• You can run Lead Health Analysis once per day.

• Each run can analyze up to 500 leads at a time.

Best Practices

For the most value from AI Lead Health Analysis:

• Run it right after importing new leads to confirm quality before outreach.

• Use it for periodic database cleanups, especially if your lead sources change.

• Address Data Health Check gaps first to improve segmentation accuracy.

• Follow the Action Plan in Dynamic Insights to build a sustainable lead workflow.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.