Peptide CRM

Lead Grading Guide

How PeptideFlow grades leads for sale likelihood and estimated annual value.

How Sale Likelihood Grade (A–D) is Calculated

Each lead receives a composite score from three signal categories. The total score maps to a letter grade.

Business Type Score (0–4 pts)

  • ·4 pts — Med Spa, Functional Medicine, Weight Loss Clinic
  • ·3 pts — Anti-Aging Center, Regenerative Medicine, Plastic Surgery
  • ·2 pts — Dermatology, Compounding Pharmacy
  • ·1 pt — Wellness Clinic, Naturopathic Clinic

Size Score (0–3 pts)

  • ·3 pts — 5+ locations OR 50+ employees
  • ·2 pts — 2–4 locations OR 20–49 employees
  • ·1 pt — 1 location, 5–19 employees
  • ·0 pts — Fewer than 5 employees

Market Score (0–3 pts)

  • ·2 pts — Affluent city (primary signal)
  • ·1 pt — High-income state: CA, FL, NY, TX, AZ, CO, CT, NJ, MA, WA
  • ·0 pts — Standard market
  • ·Max 3 pts (city + state can stack)

Total Score → Letter Grade

A

Hot

≥ 8 points

B

Warm

5–7 points

C

Cool

3–4 points

D

Cold

< 3 points

Grade Definitions

A

Hot — High Priority

$80k – $200k+ annually4–5 ★

Highest likelihood to purchase. These accounts are in top-tier business types, operate in affluent markets, and show strong size signals.

  • Business type: Med Spa, Functional Medicine, or Weight Loss Clinic
  • Multi-location OR 20+ employees
  • Located in an affluent city (Beverly Hills, Scottsdale, Miami Beach, etc.) OR high-income state (CA, FL, NY, AZ, CO, CT, NJ)
  • Combined score ≥ 8 points
B

Warm — Good Prospect

$30k – $80k annually3–4 ★

Strong fit with either business type alignment or market quality, but not both at peak levels.

  • Business type: Med Spa, Functional Medicine, Weight Loss Clinic, Anti-Aging Center, Regenerative Medicine, or Plastic Surgery
  • Single location with 5–20 employees OR multi-location smaller practice
  • Located in a high-income state OR medium-affluence market
  • Combined score 5–7 points
C

Cool — Worth Nurturing

$15k – $40k annually2–3 ★

Moderate fit. May require education or timing before they are ready to purchase.

  • Business type: Dermatology, Wellness Clinic, Naturopathic Clinic, or Compounding Pharmacy
  • Small single-location practice
  • Standard market (not explicitly affluent)
  • Combined score 3–4 points
D

Cold — Low Priority

Under $15k annually1 ★

Poor fit for peptide sales. Likely regulatory constraints, wrong business model, or no signs of peptide adoption.

  • Business type with low peptide affinity
  • Very small operation (1–3 employees)
  • Non-target market
  • Combined score < 3 points

Estimated Annual Value by Business Type

Single-location baseline. Multiply by location count for multi-location accounts. Affluent markets add a 25% premium.

Business TypeAnnual Value Range
Med Spa$60k–$120k
Functional Medicine$40k–$80k
Weight Loss Clinic$30k–$60k
Dermatology / Plastic Surgery$25k–$50k
Anti-Aging / Regenerative$25k–$50k
Wellness / Naturopathic / Other$15k–$30k

Potential Value Star Rating

Stars reflect estimated annual spend after applying type + size + market multipliers.

≥ $120k/yr

$80k–$119k

$50k–$79k

$25k–$49k

< $25k

Affluent Cities (+2 pts)

Beverly HillsScottsdaleMiami BeachPalm BeachGreenwichNewport BeachSanta BarbaraAspenNaplesBoca RatonSarasotaLa JollaPalo AltoMalibuNantucketSouthamptonPark CityParadise ValleyCoral GablesRancho Santa Fe

High-Income States (+1 pt)

CAFLNYTXAZCOCTNJMAWA