Define crisp fit and engagement criteria
Start with your ICP spreadsheet: target industries, firm size, tech stack, job titles and regions. Add engagement milestones that show genuine intent pricing page view, webinar attendance, asset download, chatbot question. Publish the matrix so everyone can reference it.
Example (digital agency):
- Fit: SaaS, 10–200 employees, C-level or VP Marketing.
- Engagement: Viewed portfolio page + downloaded case study OR booked a 15-min discovery via Calendly.
Build a transparent lead-scoring model
Assign numeric weights. Fit traits might contribute 60 %, engagement 40 %. A finance director from a 150-employee SaaS gets 50 fit points; attending a live demo adds 40 intent points, totalling 90 above the 75-point MQL threshold. Use HubSpot’s native scoring or a Zapier pipe feeding Pipedrive custom fields. Keep the formula public so sales trusts the math.
Automate alerts and routing
When a lead crosses the threshold, trigger:
- Slack ping to the assigned SDR.
- Auto-creation of a task “Call within 24 h”.
- Removal from generic nurture sequences.
- Speed matters responses within one hour can double connection rates. Automations guarantee no hot lead languishes in a spreadsheet.
Nurture leads falling just short of MQL status
A CTO who scored 60/75 may need a nudge: invite to a technical webinar, send a focused case study, or offer a no-obligation audit. Marketing automation (HubSpot workflows, ActiveCampaign, Customer.io) drips value until the lead self-qualifies.
Review and refine every quarter
Pull conversion data: Lead → MQL, MQL → SQL, SQL → Closed-Won. If MQL-to-SQL is under 20 %, fit criteria are too loose; tighten industry filters or raise the score threshold. If conversion is over 60 % but MQL volume starves sales, loosen criteria or create fresh engagement hooks. Continuous calibration keeps quality and quantity in balance.
Practical examples
Architecture firm: Fit property developers with ≥ £5 m build budget; Engagement download BIM integration checklist.
Bookkeeping agency: Fit UK SaaS, ARR £1–10 m, Finance Lead; Engagement uploads trial data + views pricing.
Cyber-security MSP: Fit Healthcare or fintech; Engagement attends “Zero-trust roadmap” webinar + requests breach-cost calculator.
Documenting these rules in the CRM and living by them ensures every MQL handed to sales is truly worth a call raising pipeline accuracy, win rates and team trust across the funnel.