fusesell 1.3.42__py3-none-any.whl

fusesell_local/stages/lead_scoring.py

@@ -0,0 +1,1452 @@
+"""
+Lead Scoring Stage - Evaluate customer-product fit using weighted scoring
+Converted from fusesell_lead_scoring.yml
+"""
+
+import json
+from typing import Dict, Any, List, Optional
+from datetime import datetime
+from .base_stage import BaseStage
+
+
+class LeadScoringStage(BaseStage):
+    """
+    Lead Scoring stage for evaluating customer-product fit using weighted criteria.
+    Converts YAML workflow logic to Python implementation.
+    """
+    
+    def execute(self, context: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Execute lead scoring stage.
+        
+        Args:
+            context: Execution context
+            
+        Returns:
+            Stage execution result
+        """
+        try:
+            # Get data from previous stage (data preparation)
+            prep_data = self._get_preparation_data(context)
+            
+            # Get scoring criteria
+            scoring_criteria = self._get_scoring_criteria()
+            
+            # Get products to evaluate
+            products = self._get_products_for_evaluation()
+            
+            # Score each product against the customer
+            lead_scores = []
+            for product in products:
+                # Enhanced product evaluation with multiple analysis methods
+                score_result = self._comprehensive_product_evaluation(prep_data, product, scoring_criteria)
+                if score_result:
+                    lead_scores.append(score_result)
+            
+            # Analyze and rank results
+            scoring_analysis = self._analyze_scoring_results(lead_scores)
+            
+            # Add product comparison analysis
+            product_comparison = self._compare_products(lead_scores)
+            scoring_analysis['product_comparison'] = product_comparison
+            
+            # Save results to database
+            self._save_scoring_results(context, lead_scores)
+            
+            # Prepare final output
+            scoring_data = {
+                'lead_scoring': lead_scores,
+                'analysis': scoring_analysis,
+                'total_products_evaluated': len(products),
+                'customer_id': context.get('execution_id'),
+                'scoring_timestamp': datetime.now().isoformat()
+            }
+            
+            # Save to database
+            self.save_stage_result(context, scoring_data)
+            
+            result = self.create_success_result(scoring_data, context)
+            return result
+            
+        except Exception as e:
+            self.log_stage_error(context, e)
+            return self.handle_stage_error(e, context)
+
+    def _get_preparation_data(self, context: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Get data from the data preparation stage.
+        
+        Args:
+            context: Execution context
+            
+        Returns:
+            Data preparation results
+        """
+        # Try to get from stage results first
+        stage_results = context.get('stage_results', {})
+        if 'data_preparation' in stage_results:
+            return stage_results['data_preparation'].get('data', {})
+        
+        # Fallback: create mock data for testing
+        return self._get_mock_preparation_data(context)
+
+    def _get_mock_preparation_data(self, context: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Get mock preparation data for testing.
+        
+        Args:
+            context: Execution context
+            
+        Returns:
+            Mock preparation data
+        """
+        input_data = context.get('input_data', {})
+        return {
+            'companyInfo': {
+                'name': input_data.get('customer_name', 'Test Company'),
+                'industry': 'Technology',
+                'size': 'Medium (50-200 employees)',
+                'annualRevenue': '$2-5M',
+                'address': input_data.get('customer_address', ''),
+                'website': input_data.get('customer_website', '')
+            },
+            'painPoints': [
+                {
+                    'category': 'Operational Efficiency',
+                    'description': 'Manual processes causing delays',
+                    'impact': 'High'
+                }
+            ],
+            'primaryContact': {
+                'name': input_data.get('contact_name', ''),
+                'email': input_data.get('contact_email', ''),
+                'phone': input_data.get('contact_phone', '')
+            }
+        }
+
+    def _get_scoring_criteria(self) -> List[Dict[str, Any]]:
+        """
+        Get scoring criteria configuration.
+        
+        Returns:
+            List of scoring criteria
+        """
+        try:
+            # Get org ID from config
+            org_id = self.config.get('org_id')
+            
+            if org_id:
+                # Try to get criteria from gs_company_criteria table (matching original YAML logic)
+                criteria = self.data_manager.get_gs_company_criteria(org_id)
+                if criteria:
+                    self.logger.info(f"Loaded {len(criteria)} scoring criteria from gs_company_criteria table for org: {org_id}")
+                    return criteria
+                else:
+                    self.logger.warning(f"No scoring criteria found in gs_company_criteria for organization: {org_id}")
+                
+                # Fallback: try local scoring criteria
+                local_criteria = self.data_manager.get_scoring_criteria(org_id)
+                if local_criteria:
+                    self.logger.info(f"Loaded {len(local_criteria)} scoring criteria from local config for org: {org_id}")
+                    return local_criteria
+            
+            # Final fallback: use default criteria
+            self.logger.info("Using default scoring criteria")
+            return self._get_default_scoring_criteria()
+            
+        except Exception as e:
+            self.logger.warning(f"Failed to load scoring criteria: {str(e)}")
+            return self._get_default_scoring_criteria()
+
+    def _get_default_scoring_criteria(self) -> List[Dict[str, Any]]:
+        """
+        Get default scoring criteria based on original YAML logic.
+        
+        Returns:
+            Default scoring criteria
+        """
+        return [
+            {
+                'name': 'industry_fit',
+                'weight': 25,
+                'definition': 'How well the customer\'s industry aligns with the product\'s target market',
+                'guidelines': 'Score based on industry match and market penetration',
+                'scoring_factors': [
+                    'Direct industry match: 80-100',
+                    'Related industry: 60-79',
+                    'Adjacent market: 40-59',
+                    'Different industry: 0-39'
+                ]
+            },
+            {
+                'name': 'company_size',
+                'weight': 20,
+                'definition': 'How well the customer\'s company size fits the product\'s target segment',
+                'guidelines': 'Score based on employee count and revenue alignment',
+                'scoring_factors': [
+                    'Perfect size match: 80-100',
+                    'Good size match: 60-79',
+                    'Acceptable size: 40-59',
+                    'Size mismatch: 0-39'
+                ]
+            },
+            {
+                'name': 'pain_points',
+                'weight': 30,
+                'definition': 'How well the product addresses the customer\'s identified pain points',
+                'guidelines': 'Score based on pain point alignment and solution fit',
+                'scoring_factors': [
+                    'Direct pain point solution: 80-100',
+                    'Partial pain point solution: 60-79',
+                    'Indirect solution: 40-59',
+                    'No pain point match: 0-39'
+                ]
+            },
+            {
+                'name': 'product_fit',
+                'weight': 15,
+                'definition': 'Overall product-customer compatibility',
+                'guidelines': 'Score based on feature alignment and use case match',
+                'scoring_factors': [
+                    'Excellent feature match: 80-100',
+                    'Good feature match: 60-79',
+                    'Basic feature match: 40-59',
+                    'Poor feature match: 0-39'
+                ]
+            },
+            {
+                'name': 'geographic_market_fit',
+                'weight': 10,
+                'definition': 'Geographic alignment between customer location and product availability',
+                'guidelines': 'Score based on market presence and localization',
+                'scoring_factors': [
+                    'Strong market presence: 80-100',
+                    'Moderate presence: 60-79',
+                    'Limited presence: 40-59',
+                    'No market presence: 0-39'
+                ]
+            }
+        ]
+
+    def _get_products_for_evaluation(self) -> List[Dict[str, Any]]:
+        """
+        Get products to evaluate against the customer.
+        
+        Returns:
+            List of products for evaluation
+        """
+        try:
+            # Get team ID from config
+            team_id = self.config.get('team_id')
+            org_id = self.config.get('org_id')
+            
+            if team_id:
+                # Try to get products from team settings (matching original YAML logic)
+                products = self.data_manager.get_products_by_team(team_id)
+                if products:
+                    self.logger.info(f"Loaded {len(products)} products from team settings for team: {team_id}")
+                    return products
+                else:
+                    self.logger.warning(f"No products found for team: {team_id}")
+            
+            if org_id:
+                # Fallback: get all products for the organization
+                products = self.data_manager.get_products_by_org(org_id)
+                if products:
+                    self.logger.info(f"Loaded {len(products)} products from organization: {org_id}")
+                    return products
+                else:
+                    self.logger.warning(f"No products found for organization: {org_id}")
+            
+            # Final fallback: use mock products
+            self.logger.warning("No team or org products found, using mock products")
+            return self._get_mock_products()
+            
+        except Exception as e:
+            self.logger.warning(f"Failed to load products: {str(e)}")
+            return self._get_mock_products()
+
+    def _load_products_from_config(self) -> Optional[List[Dict[str, Any]]]:
+        """
+        Load products from configuration files.
+        
+        Returns:
+            List of products or None if not available
+        """
+        try:
+            # This would load from local configuration files
+            # For now, return None to use mock data
+            return None
+            
+        except Exception as e:
+            self.logger.error(f"Failed to load products from config: {str(e)}")
+            return None
+
+    def _get_mock_products(self) -> List[Dict[str, Any]]:
+        """
+        Get mock products for testing and dry run.
+        
+        Returns:
+            List of mock products
+        """
+        return [
+            {
+                'id': 'prod-12345678-1234-1234-1234-123456789012',
+                'productName': 'FuseSell AI Pro',
+                'shortDescription': 'AI-powered sales automation platform',
+                'longDescription': 'Comprehensive sales automation solution with AI-driven lead scoring, email generation, and customer analysis',
+                'painPointsSolved': [
+                    'Manual lead qualification processes',
+                    'Inconsistent email outreach',
+                    'Poor lead prioritization',
+                    'Time-consuming customer research'
+                ],
+                'targetUsers': [
+                    'Sales teams',
+                    'Marketing professionals',
+                    'Business development managers'
+                ],
+                'keyFeatures': [
+                    'AI lead scoring',
+                    'Automated email generation',
+                    'Customer data analysis',
+                    'Pipeline management'
+                ],
+                'competitiveAdvantages': [
+                    'Advanced AI algorithms',
+                    'Local data processing',
+                    'Customizable workflows',
+                    'Integration capabilities'
+                ],
+                'localization': [
+                    'North America',
+                    'Europe',
+                    'Asia-Pacific'
+                ],
+                'marketInsights': {
+                    'targetIndustries': ['Technology', 'SaaS', 'Professional Services'],
+                    'idealCompanySize': '50-500 employees',
+                    'averageDealSize': '$10,000-$50,000'
+                }
+            },
+            {
+                'id': 'prod-87654321-4321-4321-4321-210987654321',
+                'productName': 'FuseSell Starter',
+                'shortDescription': 'Entry-level sales automation tool',
+                'longDescription': 'Basic sales automation features for small teams getting started with sales technology',
+                'painPointsSolved': [
+                    'Manual contact management',
+                    'Basic email automation needs',
+                    'Simple lead tracking'
+                ],
+                'targetUsers': [
+                    'Small sales teams',
+                    'Startups',
+                    'Solo entrepreneurs'
+                ],
+                'keyFeatures': [
+                    'Contact management',
+                    'Email templates',
+                    'Basic reporting',
+                    'Lead tracking'
+                ],
+                'competitiveAdvantages': [
+                    'Easy to use',
+                    'Affordable pricing',
+                    'Quick setup',
+                    'Essential features'
+                ],
+                'localization': [
+                    'Global'
+                ],
+                'marketInsights': {
+                    'targetIndustries': ['All industries'],
+                    'idealCompanySize': '1-50 employees',
+                    'averageDealSize': '$1,000-$5,000'
+                }
+            }
+        ]
+
+    def _comprehensive_product_evaluation(self, customer_data: Dict[str, Any], product: Dict[str, Any], criteria: List[Dict[str, Any]]) -> Optional[Dict[str, Any]]:
+        """
+        Comprehensive product evaluation with multiple analysis methods.
+        
+        Args:
+            customer_data: Customer information from data preparation
+            product: Product information
+            criteria: Scoring criteria
+            
+        Returns:
+            Enhanced scoring result with additional analysis
+        """
+        try:
+            # Primary LLM-based scoring
+            primary_score = self._score_customer_product_fit(customer_data, product, criteria)
+            if not primary_score:
+                return None
+            
+            # Add product-specific analysis
+            product_analysis = self._analyze_product_specifics(customer_data, product)
+            primary_score['product_analysis'] = product_analysis
+            
+            # Add competitive positioning
+            competitive_position = self._evaluate_competitive_position(customer_data, product)
+            primary_score['competitive_position'] = competitive_position
+            
+            # Add implementation feasibility
+            implementation_analysis = self._assess_implementation_feasibility(customer_data, product)
+            primary_score['implementation_feasibility'] = implementation_analysis
+            
+            # Add ROI estimation
+            roi_analysis = self._estimate_roi_potential(customer_data, product)
+            primary_score['roi_analysis'] = roi_analysis
+            
+            return primary_score
+            
+        except Exception as e:
+            self.logger.error(f"Comprehensive product evaluation failed: {str(e)}")
+            return self._score_customer_product_fit(customer_data, product, criteria)
+
+    def _analyze_product_specifics(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Analyze product-specific factors for the customer.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            Product-specific analysis
+        """
+        try:
+            company_info = customer_data.get('companyInfo', {})
+            pain_points = customer_data.get('painPoints', [])
+            
+            analysis = {
+                'feature_alignment': self._assess_feature_alignment(pain_points, product),
+                'scalability_match': self._assess_scalability_match(company_info, product),
+                'integration_complexity': self._assess_integration_complexity(customer_data, product),
+                'customization_needs': self._assess_customization_needs(customer_data, product)
+            }
+            
+            return analysis
+            
+        except Exception as e:
+            self.logger.error(f"Product specifics analysis failed: {str(e)}")
+            return {
+                'feature_alignment': 'Unable to assess',
+                'scalability_match': 'Unable to assess',
+                'integration_complexity': 'Unable to assess',
+                'customization_needs': 'Unable to assess'
+            }
+
+    def _assess_feature_alignment(self, pain_points: List[Dict[str, Any]], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Assess how well product features align with customer pain points.
+        
+        Args:
+            pain_points: Customer pain points
+            product: Product information
+            
+        Returns:
+            Feature alignment assessment
+        """
+        try:
+            product_features = product.get('keyFeatures', [])
+            pain_points_solved = product.get('painPointsSolved', [])
+            
+            # Count pain point matches
+            matched_pain_points = 0
+            total_pain_points = len(pain_points)
+            
+            for pain_point in pain_points:
+                pain_category = pain_point.get('category', '').lower()
+                pain_description = pain_point.get('description', '').lower()
+                
+                # Check if any product features address this pain point
+                for solved_pain in pain_points_solved:
+                    if (pain_category in solved_pain.lower() or 
+                        any(word in solved_pain.lower() for word in pain_description.split()[:3])):
+                        matched_pain_points += 1
+                        break
+            
+            alignment_score = (matched_pain_points / total_pain_points * 100) if total_pain_points > 0 else 0
+            
+            return {
+                'alignment_score': round(alignment_score, 1),
+                'matched_pain_points': matched_pain_points,
+                'total_pain_points': total_pain_points,
+                'key_feature_matches': product_features[:3]  # Top 3 relevant features
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Feature alignment assessment failed: {str(e)}")
+            return {
+                'alignment_score': 0,
+                'matched_pain_points': 0,
+                'total_pain_points': len(pain_points),
+                'key_feature_matches': []
+            }
+
+    def _assess_scalability_match(self, company_info: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Assess how well the product scales with the company.
+        
+        Args:
+            company_info: Company information
+            product: Product information
+            
+        Returns:
+            Scalability assessment
+        """
+        try:
+            company_size = company_info.get('size', '').lower()
+            market_insights = product.get('marketInsights', {})
+            ideal_company_size = market_insights.get('idealCompanySize', '').lower()
+            
+            # Simple scalability assessment
+            scalability_rating = 'Good'
+            if 'small' in company_size and 'small' in ideal_company_size:
+                scalability_rating = 'Excellent'
+            elif 'large' in company_size and 'large' in ideal_company_size:
+                scalability_rating = 'Excellent'
+            elif ('medium' in company_size and 'medium' in ideal_company_size) or ('50' in ideal_company_size and 'medium' in company_size):
+                scalability_rating = 'Excellent'
+            elif 'startup' in company_size and ('small' in ideal_company_size or 'startup' in ideal_company_size):
+                scalability_rating = 'Excellent'
+            
+            return {
+                'scalability_rating': scalability_rating,
+                'company_size': company_size,
+                'ideal_size_match': ideal_company_size,
+                'growth_potential': 'High' if scalability_rating == 'Excellent' else 'Medium'
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Scalability assessment failed: {str(e)}")
+            return {
+                'scalability_rating': 'Unknown',
+                'company_size': company_info.get('size', 'Unknown'),
+                'ideal_size_match': 'Unknown',
+                'growth_potential': 'Unknown'
+            }
+
+    def _assess_integration_complexity(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Assess integration complexity for the customer.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            Integration complexity assessment
+        """
+        try:
+            current_tech_stack = customer_data.get('currentTechStack', [])
+            installation_requirements = product.get('installationRequirements', '')
+            
+            # Simple complexity assessment based on tech stack
+            complexity_level = 'Medium'
+            if len(current_tech_stack) == 0:
+                complexity_level = 'High'  # No existing tech stack
+            elif len(current_tech_stack) > 5:
+                complexity_level = 'Low'   # Sophisticated tech stack
+            
+            return {
+                'complexity_level': complexity_level,
+                'current_tech_stack_size': len(current_tech_stack),
+                'integration_time_estimate': self._estimate_integration_time(complexity_level),
+                'technical_requirements': installation_requirements[:200] if installation_requirements else 'Standard requirements'
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Integration complexity assessment failed: {str(e)}")
+            return {
+                'complexity_level': 'Unknown',
+                'current_tech_stack_size': 0,
+                'integration_time_estimate': 'Unknown',
+                'technical_requirements': 'Unknown'
+            }
+
+    def _estimate_integration_time(self, complexity_level: str) -> str:
+        """
+        Estimate integration time based on complexity.
+        
+        Args:
+            complexity_level: Complexity level (Low/Medium/High)
+            
+        Returns:
+            Time estimate string
+        """
+        time_estimates = {
+            'Low': '2-4 weeks',
+            'Medium': '4-8 weeks',
+            'High': '8-12 weeks',
+            'Unknown': '4-8 weeks'
+        }
+        return time_estimates.get(complexity_level, '4-8 weeks')
+
+    def _assess_customization_needs(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Assess customization needs for the customer.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            Customization needs assessment
+        """
+        try:
+            company_info = customer_data.get('companyInfo', {})
+            industry = company_info.get('industry', '').lower()
+            
+            # Assess customization needs based on industry and company specifics
+            customization_level = 'Standard'
+            if 'healthcare' in industry or 'finance' in industry or 'legal' in industry:
+                customization_level = 'High'  # Regulated industries
+            elif 'manufacturing' in industry or 'retail' in industry:
+                customization_level = 'Medium'  # Industry-specific needs
+            
+            return {
+                'customization_level': customization_level,
+                'industry_specific_needs': industry,
+                'estimated_customization_effort': self._estimate_customization_effort(customization_level),
+                'standard_features_coverage': '70-90%' if customization_level == 'Standard' else '50-70%'
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Customization needs assessment failed: {str(e)}")
+            return {
+                'customization_level': 'Unknown',
+                'industry_specific_needs': 'Unknown',
+                'estimated_customization_effort': 'Unknown',
+                'standard_features_coverage': 'Unknown'
+            }
+
+    def _estimate_customization_effort(self, customization_level: str) -> str:
+        """
+        Estimate customization effort based on level.
+        
+        Args:
+            customization_level: Customization level
+            
+        Returns:
+            Effort estimate string
+        """
+        effort_estimates = {
+            'Standard': 'Minimal (configuration only)',
+            'Medium': 'Moderate (some custom development)',
+            'High': 'Significant (extensive customization)',
+            'Unknown': 'To be determined'
+        }
+        return effort_estimates.get(customization_level, 'To be determined')
+
+    def _evaluate_competitive_position(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Evaluate competitive positioning for this customer.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            Competitive position analysis
+        """
+        try:
+            competitive_advantages = product.get('competitiveAdvantages', [])
+            
+            return {
+                'key_differentiators': competitive_advantages[:3],
+                'competitive_strength': 'Strong' if len(competitive_advantages) > 3 else 'Moderate',
+                'market_position': self._assess_market_position(product),
+                'customer_value_props': self._identify_customer_value_props(customer_data, competitive_advantages)
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Competitive position evaluation failed: {str(e)}")
+            return {
+                'key_differentiators': [],
+                'competitive_strength': 'Unknown',
+                'market_position': 'Unknown',
+                'customer_value_props': []
+            }
+
+    def _assess_market_position(self, product: Dict[str, Any]) -> str:
+        """
+        Assess market position of the product.
+        
+        Args:
+            product: Product information
+            
+        Returns:
+            Market position assessment
+        """
+        market_insights = product.get('marketInsights', {})
+        if market_insights:
+            return 'Established'
+        else:
+            return 'Emerging'
+
+    def _identify_customer_value_props(self, customer_data: Dict[str, Any], competitive_advantages: List[str]) -> List[str]:
+        """
+        Identify customer-specific value propositions.
+        
+        Args:
+            customer_data: Customer information
+            competitive_advantages: Product competitive advantages
+            
+        Returns:
+            Customer-specific value propositions
+        """
+        try:
+            pain_points = customer_data.get('painPoints', [])
+            value_props = []
+            
+            for advantage in competitive_advantages[:3]:
+                # Match advantages to pain points
+                for pain_point in pain_points:
+                    if any(word in advantage.lower() for word in pain_point.get('description', '').lower().split()[:3]):
+                        value_props.append(f"{advantage} - addresses {pain_point.get('category', 'business')} challenges")
+                        break
+                else:
+                    value_props.append(advantage)
+            
+            return value_props[:3]
+            
+        except Exception as e:
+            self.logger.error(f"Value proposition identification failed: {str(e)}")
+            return competitive_advantages[:3]
+
+    def _assess_implementation_feasibility(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Assess implementation feasibility for the customer.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            Implementation feasibility assessment
+        """
+        try:
+            company_info = customer_data.get('companyInfo', {})
+            financial_info = customer_data.get('financialInfo', {})
+            
+            # Assess budget alignment
+            market_insights = product.get('marketInsights', {})
+            average_deal_size = market_insights.get('averageDealSize', '')
+            
+            budget_alignment = self._assess_budget_alignment(financial_info, average_deal_size)
+            
+            return {
+                'feasibility_rating': self._calculate_feasibility_rating(budget_alignment, company_info),
+                'budget_alignment': budget_alignment,
+                'implementation_timeline': self._estimate_implementation_timeline(company_info),
+                'success_probability': self._estimate_success_probability(customer_data, product),
+                'key_success_factors': self._identify_success_factors(customer_data, product)
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Implementation feasibility assessment failed: {str(e)}")
+            return {
+                'feasibility_rating': 'Unknown',
+                'budget_alignment': 'Unknown',
+                'implementation_timeline': 'Unknown',
+                'success_probability': 'Unknown',
+                'key_success_factors': []
+            }
+
+    def _assess_budget_alignment(self, financial_info: Dict[str, Any], average_deal_size: str) -> str:
+        """
+        Assess budget alignment with product pricing.
+        
+        Args:
+            financial_info: Customer financial information
+            average_deal_size: Product average deal size
+            
+        Returns:
+            Budget alignment assessment
+        """
+        try:
+            annual_revenue = financial_info.get('estimatedAnnualRevenue', '')
+            
+            if not annual_revenue or not average_deal_size:
+                return 'Unknown'
+            
+            # Simple budget assessment logic
+            if '$10,000' in average_deal_size and ('$2-5M' in annual_revenue or '$5-10M' in annual_revenue):
+                return 'Good'
+            elif '$1,000' in average_deal_size:
+                return 'Excellent'
+            else:
+                return 'Moderate'
+                
+        except Exception as e:
+            self.logger.error(f"Budget alignment assessment failed: {str(e)}")
+            return 'Unknown'
+
+    def _calculate_feasibility_rating(self, budget_alignment: str, company_info: Dict[str, Any]) -> str:
+        """
+        Calculate overall feasibility rating.
+        
+        Args:
+            budget_alignment: Budget alignment assessment
+            company_info: Company information
+            
+        Returns:
+            Feasibility rating
+        """
+        if budget_alignment == 'Excellent':
+            return 'High'
+        elif budget_alignment == 'Good':
+            return 'Medium-High'
+        elif budget_alignment == 'Moderate':
+            return 'Medium'
+        else:
+            return 'Low-Medium'
+
+    def _estimate_implementation_timeline(self, company_info: Dict[str, Any]) -> str:
+        """
+        Estimate implementation timeline based on company size.
+        
+        Args:
+            company_info: Company information
+            
+        Returns:
+            Timeline estimate
+        """
+        company_size = company_info.get('size', '').lower()
+        
+        if 'small' in company_size or 'startup' in company_size:
+            return '1-3 months'
+        elif 'large' in company_size:
+            return '6-12 months'
+        else:
+            return '3-6 months'
+
+    def _estimate_success_probability(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> str:
+        """
+        Estimate probability of successful implementation.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            Success probability estimate
+        """
+        # Simple success probability based on pain point alignment
+        pain_points = customer_data.get('painPoints', [])
+        pain_points_solved = product.get('painPointsSolved', [])
+        
+        if len(pain_points_solved) >= len(pain_points):
+            return 'High (80-90%)'
+        elif len(pain_points_solved) >= len(pain_points) * 0.5:
+            return 'Medium-High (70-80%)'
+        else:
+            return 'Medium (60-70%)'
+
+    def _identify_success_factors(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> List[str]:
+        """
+        Identify key success factors for implementation.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            List of success factors
+        """
+        return [
+            'Strong executive sponsorship',
+            'Dedicated implementation team',
+            'Clear success metrics definition',
+            'Adequate training and change management',
+            'Phased rollout approach'
+        ]
+
+    def _estimate_roi_potential(self, customer_data: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Estimate ROI potential for the customer.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            
+        Returns:
+            ROI analysis
+        """
+        try:
+            pain_points = customer_data.get('painPoints', [])
+            company_info = customer_data.get('companyInfo', {})
+            
+            # Estimate ROI based on pain points addressed
+            roi_factors = []
+            estimated_savings = 0
+            
+            for pain_point in pain_points:
+                category = pain_point.get('category', '').lower()
+                impact = pain_point.get('impact', '').lower()
+                
+                if 'operational' in category or 'efficiency' in category:
+                    if 'high' in impact:
+                        estimated_savings += 15  # 15% efficiency gain
+                        roi_factors.append('Operational efficiency improvements')
+                    else:
+                        estimated_savings += 8
+                        roi_factors.append('Process optimization')
+                
+                elif 'technology' in category:
+                    if 'high' in impact:
+                        estimated_savings += 12
+                        roi_factors.append('Technology modernization benefits')
+                    else:
+                        estimated_savings += 6
+                        roi_factors.append('System integration improvements')
+            
+            # Calculate payback period estimate
+            payback_period = self._estimate_payback_period(estimated_savings)
+            
+            return {
+                'estimated_roi_percentage': f"{estimated_savings}%",
+                'payback_period': payback_period,
+                'roi_factors': roi_factors[:3],
+                'confidence_level': 'Medium' if estimated_savings > 10 else 'Low',
+                'annual_benefit_estimate': self._estimate_annual_benefits(company_info, estimated_savings)
+            }
+            
+        except Exception as e:
+            self.logger.error(f"ROI estimation failed: {str(e)}")
+            return {
+                'estimated_roi_percentage': 'Unknown',
+                'payback_period': 'Unknown',
+                'roi_factors': [],
+                'confidence_level': 'Unknown',
+                'annual_benefit_estimate': 'Unknown'
+            }
+
+    def _estimate_payback_period(self, roi_percentage: float) -> str:
+        """
+        Estimate payback period based on ROI percentage.
+        
+        Args:
+            roi_percentage: Estimated ROI percentage
+            
+        Returns:
+            Payback period estimate
+        """
+        if roi_percentage >= 20:
+            return '6-12 months'
+        elif roi_percentage >= 10:
+            return '12-18 months'
+        elif roi_percentage >= 5:
+            return '18-24 months'
+        else:
+            return '24+ months'
+
+    def _estimate_annual_benefits(self, company_info: Dict[str, Any], roi_percentage: float) -> str:
+        """
+        Estimate annual benefits based on company size and ROI.
+        
+        Args:
+            company_info: Company information
+            roi_percentage: Estimated ROI percentage
+            
+        Returns:
+            Annual benefits estimate
+        """
+        try:
+            annual_revenue = company_info.get('annualRevenue', '').lower()
+            
+            if '$10m' in annual_revenue or '$5-10m' in annual_revenue:
+                base_benefit = 500000  # $500K base for $5-10M revenue
+            elif '$2-5m' in annual_revenue:
+                base_benefit = 200000  # $200K base for $2-5M revenue
+            elif '$1-2m' in annual_revenue:
+                base_benefit = 100000  # $100K base for $1-2M revenue
+            else:
+                base_benefit = 50000   # $50K base for smaller companies
+            
+            estimated_benefit = base_benefit * (roi_percentage / 100)
+            
+            if estimated_benefit >= 100000:
+                return f"${estimated_benefit/1000:.0f}K+"
+            else:
+                return f"${estimated_benefit:.0f}+"
+                
+        except Exception as e:
+            self.logger.error(f"Annual benefits estimation failed: {str(e)}")
+            return "To be determined"
+
+    def _compare_products(self, lead_scores: List[Dict[str, Any]]) -> Dict[str, Any]:
+        """
+        Compare products and provide recommendations.
+        
+        Args:
+            lead_scores: List of scoring results
+            
+        Returns:
+            Product comparison analysis
+        """
+        try:
+            if len(lead_scores) <= 1:
+                return {
+                    'comparison_available': False,
+                    'reason': 'Only one product evaluated'
+                }
+            
+            # Sort by total weighted score
+            sorted_scores = sorted(lead_scores, key=lambda x: x['total_weighted_score'], reverse=True)
+            
+            top_product = sorted_scores[0]
+            second_product = sorted_scores[1] if len(sorted_scores) > 1 else None
+            
+            comparison = {
+                'comparison_available': True,
+                'top_recommendation': {
+                    'product_name': top_product['product_name'],
+                    'score': top_product['total_weighted_score'],
+                    'key_strengths': self._extract_top_criteria(top_product['scores'])
+                },
+                'alternative_option': None,
+                'score_gap': 0,
+                'recommendation_confidence': 'High'
+            }
+            
+            if second_product:
+                score_gap = top_product['total_weighted_score'] - second_product['total_weighted_score']
+                comparison['alternative_option'] = {
+                    'product_name': second_product['product_name'],
+                    'score': second_product['total_weighted_score'],
+                    'key_strengths': self._extract_top_criteria(second_product['scores'])
+                }
+                comparison['score_gap'] = score_gap
+                
+                if score_gap < 10:
+                    comparison['recommendation_confidence'] = 'Medium'
+                    comparison['recommendation_note'] = 'Close scores - consider other factors'
+                elif score_gap > 30:
+                    comparison['recommendation_confidence'] = 'Very High'
+                    comparison['recommendation_note'] = 'Clear winner identified'
+            
+            return comparison
+            
+        except Exception as e:
+            self.logger.error(f"Product comparison failed: {str(e)}")
+            return {
+                'comparison_available': False,
+                'reason': 'Comparison analysis failed'
+            }
+
+    def _extract_top_criteria(self, scores: Dict[str, Dict[str, Any]]) -> List[str]:
+        """
+        Extract top scoring criteria for a product.
+        
+        Args:
+            scores: Criteria scores dictionary
+            
+        Returns:
+            List of top criteria names
+        """
+        try:
+            # Sort criteria by score
+            sorted_criteria = sorted(scores.items(), key=lambda x: x[1].get('score', 0), reverse=True)
+            
+            # Return top 2 criteria names
+            return [criterion[0].replace('_', ' ').title() for criterion in sorted_criteria[:2]]
+            
+        except Exception as e:
+            self.logger.error(f"Top criteria extraction failed: {str(e)}")
+            return []
+
+    def _score_customer_product_fit(self, customer_data: Dict[str, Any], product: Dict[str, Any], criteria: List[Dict[str, Any]]) -> Optional[Dict[str, Any]]:
+        """
+        Score customer-product fit using LLM analysis.
+        
+        Args:
+            customer_data: Customer information from data preparation
+            product: Product information
+            criteria: Scoring criteria
+            
+        Returns:
+            Scoring result or None if failed
+        """
+        try:
+            if self.is_dry_run():
+                return self._get_mock_scoring_result(product)
+            
+            # Create the LLM prompt based on original YAML instruction
+            prompt = self._create_scoring_prompt(customer_data, product, criteria)
+            
+            # Call LLM with specific parameters from original YAML
+            response = self.call_llm(prompt, temperature=0.3)
+            
+            # Parse the JSON response
+            scoring_result = self.parse_json_response(response)
+            
+            # Validate and clean the scoring result
+            validated_result = self._validate_scoring_result(scoring_result, product)
+            
+            self.logger.info(f"Successfully scored product {product.get('productName', 'Unknown')}")
+            return validated_result
+            
+        except Exception as e:
+            self.logger.error(f"Product scoring failed for {product.get('productName', 'Unknown')}: {str(e)}")
+            return self._get_fallback_scoring_result(product)
+
+    def _create_scoring_prompt(self, customer_data: Dict[str, Any], product: Dict[str, Any], criteria: List[Dict[str, Any]]) -> str:
+        """
+        Create the LLM scoring prompt based on original YAML instruction.
+        
+        Args:
+            customer_data: Customer information
+            product: Product information
+            criteria: Scoring criteria
+            
+        Returns:
+            Formatted prompt string
+        """
+        # Extract customer address for geographic scoring
+        company_info = customer_data.get('companyInfo', {})
+        customer_address = company_info.get('address', '')
+        
+        prompt = f"""Role: You are a lead scoring expert. 
+
+Objective: Your task is to evaluate the potential fit between a customer and a specific product based on the provided criteria. Use the following data to perform lead scoring.  
+
+## Instructions  
+1. **Evaluate Criteria**:  
+  - Assess the customer against the **5 criteria** provided.  
+  - Assign a score (0–100) for each criterion based on the scoring guidelines in the criteria JSON.  
+
+2. **Special Handling for Geographic Market Fit**:  
+  - Use the `localization` field from the product info and the customer's address
+  - If the customer address is **not provided**, assign a default score of 50.  
+
+3. **Output Structure**: Return the analysis as a JSON object with the following format:  
+  {{  
+    "product_name": "productName",  
+    "product_id": "Get ID from 'id' of product info, ensure exactly 36 characters",  
+    "scores": {{  
+      "industry_fit": {{ "score": 0–100, "justification": "Brief explanation" }},  
+      "company_size": {{ "score": 0–100, "justification": "Brief explanation" }},  
+      "pain_points": {{ "score": 0–100, "justification": "Brief explanation" }},  
+      "product_fit": {{ "score": 0–100, "justification": "Brief explanation" }},  
+      "geographic_market_fit": {{ "score": 0–100, "justification": "Brief explanation" }}  
+    }},  
+    "total_weighted_score": 0–100  
+  }}  
+4. Scoring Rules:
+  - If information is not provided, assign a score of 0 for that criterion.
+  - Ensure the product_id is exactly 36 characters long and matches the id field in the product info.
+  - Do not include any explanations or comments outside of the JSON structure.
+  - Do not use keyword ```json in response
+
+The Input Data: 
+Product Information: {json.dumps(product, indent=2)}
+Scoring Criteria: {json.dumps(criteria, indent=2)}
+Customer Information: {json.dumps(customer_data, indent=2)}
+Customer address: {customer_address}"""
+
+        return prompt
+
+    def _get_mock_scoring_result(self, product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Get mock scoring result for dry run mode.
+        
+        Args:
+            product: Product information
+            
+        Returns:
+            Mock scoring result
+        """
+        product_name = product.get('productName', 'Unknown Product')
+        product_id = product.get('id', 'mock-product-id-1234-5678-9012-345678901234')
+        
+        # Ensure product_id is exactly 36 characters
+        if len(product_id) != 36:
+            product_id = f"mock-{product_id[:31]}" if len(product_id) > 31 else f"mock-{product_id}-{'0' * (31 - len(product_id))}"
+        
+        return {
+            'product_name': product_name,
+            'product_id': product_id,
+            'scores': {
+                'industry_fit': {
+                    'score': 75,
+                    'justification': 'Good industry alignment with technology sector'
+                },
+                'company_size': {
+                    'score': 80,
+                    'justification': 'Company size fits well within target segment'
+                },
+                'pain_points': {
+                    'score': 85,
+                    'justification': 'Product directly addresses identified operational efficiency challenges'
+                },
+                'product_fit': {
+                    'score': 70,
+                    'justification': 'Strong feature alignment with customer needs'
+                },
+                'geographic_market_fit': {
+                    'score': 90,
+                    'justification': 'Strong market presence in customer location'
+                }
+            },
+            'total_weighted_score': 78
+        }
+
+    def _validate_scoring_result(self, scoring_result: Dict[str, Any], product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Validate and clean the scoring result.
+        
+        Args:
+            scoring_result: Raw scoring result from LLM
+            product: Product information
+            
+        Returns:
+            Validated scoring result
+        """
+        try:
+            # Ensure required fields exist
+            if 'product_name' not in scoring_result:
+                scoring_result['product_name'] = product.get('productName', 'Unknown')
+            
+            if 'product_id' not in scoring_result:
+                scoring_result['product_id'] = product.get('id', 'unknown-product-id')
+            
+            # Ensure product_id is exactly 36 characters
+            product_id = scoring_result['product_id']
+            if len(product_id) != 36:
+                # Try to use the original product ID
+                original_id = product.get('id', '')
+                if len(original_id) == 36:
+                    scoring_result['product_id'] = original_id
+                else:
+                    # Generate a valid 36-character ID
+                    scoring_result['product_id'] = f"prod-{product_id[:31]}" if len(product_id) > 31 else f"prod-{product_id}-{'0' * (31 - len(product_id))}"
+            
+            # Validate scores
+            scores = scoring_result.get('scores', {})
+            required_criteria = ['industry_fit', 'company_size', 'pain_points', 'product_fit', 'geographic_market_fit']
+            
+            for criterion in required_criteria:
+                if criterion not in scores:
+                    scores[criterion] = {'score': 0, 'justification': 'No data available'}
+                elif not isinstance(scores[criterion], dict):
+                    scores[criterion] = {'score': 0, 'justification': 'Invalid data format'}
+                else:
+                    # Ensure score is within valid range
+                    score_value = scores[criterion].get('score', 0)
+                    if not isinstance(score_value, (int, float)) or score_value < 0 or score_value > 100:
+                        scores[criterion]['score'] = 0
+                    
+                    # Ensure justification exists
+                    if 'justification' not in scores[criterion]:
+                        scores[criterion]['justification'] = 'No justification provided'
+            
+            # Calculate total weighted score if not provided or invalid
+            if 'total_weighted_score' not in scoring_result or not isinstance(scoring_result['total_weighted_score'], (int, float)):
+                scoring_result['total_weighted_score'] = self._calculate_weighted_score(scores)
+            
+            return scoring_result
+            
+        except Exception as e:
+            self.logger.error(f"Scoring result validation failed: {str(e)}")
+            return self._get_fallback_scoring_result(product)
+
+    def _calculate_weighted_score(self, scores: Dict[str, Dict[str, Any]]) -> float:
+        """
+        Calculate weighted total score based on criteria weights.
+        
+        Args:
+            scores: Individual criterion scores
+            
+        Returns:
+            Weighted total score
+        """
+        try:
+            criteria = self._get_default_scoring_criteria()
+            total_weighted = 0
+            total_weight = 0
+            
+            for criterion in criteria:
+                criterion_name = criterion['name']
+                weight = criterion['weight']
+                
+                if criterion_name in scores:
+                    score = scores[criterion_name].get('score', 0)
+                    total_weighted += score * (weight / 100)
+                    total_weight += weight
+            
+            if total_weight > 0:
+                return round(total_weighted, 1)
+            else:
+                return 0.0
+                
+        except Exception as e:
+            self.logger.error(f"Weighted score calculation failed: {str(e)}")
+            return 0.0
+
+    def _get_fallback_scoring_result(self, product: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Get fallback scoring result when LLM scoring fails.
+        
+        Args:
+            product: Product information
+            
+        Returns:
+            Fallback scoring result
+        """
+        product_name = product.get('productName', 'Unknown Product')
+        product_id = product.get('id', 'fallback-product-id-1234-5678-9012-345678901234')
+        
+        return {
+            'product_name': product_name,
+            'product_id': product_id,
+            'scores': {
+                'industry_fit': {'score': 0, 'justification': 'Unable to evaluate due to processing error'},
+                'company_size': {'score': 0, 'justification': 'Unable to evaluate due to processing error'},
+                'pain_points': {'score': 0, 'justification': 'Unable to evaluate due to processing error'},
+                'product_fit': {'score': 0, 'justification': 'Unable to evaluate due to processing error'},
+                'geographic_market_fit': {'score': 50, 'justification': 'Default score assigned due to processing error'}
+            },
+            'total_weighted_score': 10
+        }
+
+    def _analyze_scoring_results(self, lead_scores: List[Dict[str, Any]]) -> Dict[str, Any]:
+        """
+        Analyze scoring results and provide insights.
+        
+        Args:
+            lead_scores: List of scoring results
+            
+        Returns:
+            Analysis insights
+        """
+        try:
+            if not lead_scores:
+                return {
+                    'highest_score': 0,
+                    'lowest_score': 0,
+                    'average_score': 0,
+                    'recommended_product': None,
+                    'insights': ['No products were evaluated']
+                }
+            
+            scores = [score['total_weighted_score'] for score in lead_scores]
+            highest_score = max(scores)
+            lowest_score = min(scores)
+            average_score = sum(scores) / len(scores)
+            
+            # Find recommended product (highest scoring)
+            recommended_product = None
+            for score in lead_scores:
+                if score['total_weighted_score'] == highest_score:
+                    recommended_product = {
+                        'product_name': score['product_name'],
+                        'product_id': score['product_id'],
+                        'score': score['total_weighted_score']
+                    }
+                    break
+            
+            # Generate insights
+            insights = []
+            if highest_score >= 80:
+                insights.append('Excellent product-customer fit identified')
+            elif highest_score >= 60:
+                insights.append('Good product-customer fit with some optimization opportunities')
+            elif highest_score >= 40:
+                insights.append('Moderate fit - consider addressing key gaps before outreach')
+            else:
+                insights.append('Low fit scores - may need different products or customer qualification')
+            
+            if len(lead_scores) > 1:
+                score_range = highest_score - lowest_score
+                if score_range > 30:
+                    insights.append('Significant variation in product fit - focus on highest scoring options')
+                else:
+                    insights.append('Similar fit scores across products - consider other factors for selection')
+            
+            return {
+                'highest_score': highest_score,
+                'lowest_score': lowest_score,
+                'average_score': round(average_score, 1),
+                'recommended_product': recommended_product,
+                'insights': insights,
+                'total_products_evaluated': len(lead_scores)
+            }
+            
+        except Exception as e:
+            self.logger.error(f"Scoring analysis failed: {str(e)}")
+            return {
+                'highest_score': 0,
+                'lowest_score': 0,
+                'average_score': 0,
+                'recommended_product': None,
+                'insights': ['Analysis failed due to processing error'],
+                'total_products_evaluated': len(lead_scores) if lead_scores else 0
+            }
+
+    def _save_scoring_results(self, context: Dict[str, Any], lead_scores: List[Dict[str, Any]]) -> None:
+        """
+        Save scoring results to local database.
+        
+        Args:
+            context: Execution context
+            lead_scores: List of scoring results
+        """
+        try:
+            execution_id = context.get('execution_id')
+            
+            for score_result in lead_scores:
+                # Save to lead_scores table
+                score_data = {
+                    'execution_id': execution_id,
+                    'customer_id': execution_id,  # Using execution_id as customer_id
+                    'product_id': score_result.get('product_id'),
+                    'score': score_result.get('total_weighted_score', 0),
+                    'criteria_breakdown': json.dumps(score_result.get('scores', {}))
+                }
+                
+                # Save to database using data manager
+                self.data_manager.save_lead_score(
+                    execution_id=score_data['execution_id'],
+                    customer_id=score_data['customer_id'],
+                    product_id=score_data['product_id'],
+                    score=score_data['score'],
+                    criteria_breakdown=json.loads(score_data['criteria_breakdown'])
+                )
+                self.logger.info(f"Scoring data saved to database: {score_result.get('product_name')}")
+            
+        except Exception as e:
+            self.logger.warning(f"Failed to save scoring results: {str(e)}")
+
+    def validate_input(self, context: Dict[str, Any]) -> bool:
+        """
+        Validate input data for lead scoring stage.
+
+        Args:
+            context: Execution context
+
+        Returns:
+            True if input is valid
+        """
+        # Check if we have data from data preparation stage
+        stage_results = context.get('stage_results', {})
+        if 'data_preparation' in stage_results:
+            return True
+        
+        # Fallback: check if we have basic input data
+        input_data = context.get('input_data', {})
+        return bool(input_data.get('customer_name') or input_data.get('customer_website'))
+
+    def get_required_fields(self) -> List[str]:
+        """
+        Get list of required input fields for this stage.
+        
+        Returns:
+            List of required field names
+        """
+        return []  # This stage depends on data_preparation stage output