How to set up lead scoring

Automate lead qualification by scoring prospects on behaviour and fit. Help sales focus on hot leads first, not random inquiries.

How to set up lead scoring

Introduction

Not all leads are equal. Someone who visits your pricing page three times is hotter than someone who downloaded one ebook. Lead scoring ranks prospects by engagement and fit so reps prioritize properly. This chapter shows you how to define scoring criteria, configure point values for actions and attributes, set thresholds that trigger handoffs, and refine scoring over time based on which leads actually convert.

Define scoring criteria for engagement and fit

Configure point values and implement score decay

Set thresholds for MQL and SQL handoff rules

Monitor and refine scoring based on conversions

Conclusion

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Playbook

How to set up marketing automation

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
How to set up marketing automation
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

ActiveCampaign
Tool

ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.

Klaviyo
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Klaviyo

Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.

Brevo
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Brevo

Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.

Mailchimp
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Mailchimp

Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.

Customer.io
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Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Growth wiki

Growth concepts explained in simple language

Wiki

Lead

Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.

Wiki

MQL

Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.

Wiki

SQL

Identify prospects that sales has vetted as qualified opportunities, establishing the handoff from marketing to active deal pursuit.

Wiki

Engagement

Measure likes, comments, and shares to evaluate content resonance and algorithmic distribution on social platforms that reward interactions with reach.

Wiki

Activity tracking

Log emails, calls, and meetings automatically to understand what drives deals forward and coach reps based on actual behaviour rather than guesswork.