Key takeaways
- Score fit (who they are) and engagement (what they do) separately.
- Start with a simple model and refine it with real outcomes.
- Agree the sales-ready threshold with whoever follows up.
Two dimensions
- Fit: how closely the lead matches your ideal customer - role, company size, industry, location, budget.
- Engagement: how actively they've interacted - pages visited, emails clicked, resources downloaded, pricing viewed.
FIT Target industry ............ +20 Decision-maker role ........ +15 Company in size range ...... +15 Outside service area ....... -30 ENGAGEMENT Viewed pricing page ........ +15 Attended webinar ........... +20 Clicked 3+ emails .......... +10 No activity in 60 days ..... -15 SALES-READY THRESHOLD: 60+
Refine with outcomes
After a few months, compare scores with which leads actually became customers. Adjust points for signals that proved predictive - and drop those that didn't.
FAQ
Do I need special software for lead scoring?
Many CRMs and email platforms include scoring features. A simple spreadsheet model can also work when volumes are small.