Lead Scoring
In short
Lead scoring rates leads with points based on profile and behavior to identify which contacts are most likely to buy and should be followed up first.
Also known as: lead score, lead-scoring
Lead scoring is a method of rating leads with points so marketing and sales can see which contacts are most likely to buy. Instead of treating every lead the same, the most promising ones get a call first.
How a scoring model works
A simple model assigns points for two kinds of attributes:
| Attribute | Points |
|---|---|
| Matching industry | +20 |
| Budget over $5,000 stated in the form | +25 |
| Visited pricing page | +15 |
| More than 3 visits in 7 days | +10 |
| Personal email address | −10 |
Above a set threshold, say 50 points, the lead counts as an MQL and goes to sales.
Example
A B2B software company gets 200 leads per month. Without scoring, sales calls them all in the order they come in. With scoring, the 40 leads above 50 points are contacted first. If their close rate is 15% and that of the other 160 is 2%, sales spends its time far more effectively.
Lead scoring and ad campaigns
Lead scoring doesn't just help sales, it helps marketing too: if you know which campaigns bring in high-scoring leads, you can shift budget accordingly. For that, the score or the resulting stage has to be connected to the original campaign.
The scoring itself usually happens in the CRM. LeadMetrics doesn't calculate a lead score, but it attributes every lead to its campaign and ad and pulls in deals from HubSpot or Close through the CRM integration. You can send qualification stages like MQL as a custom metric and analyze them per campaign.
Common mistakes
- Never validating the model: Regularly check whether high-scoring leads actually buy more often.
- Too many criteria: Nobody understands a model with 30 factors. Start with 5 to 8.
- Scoring behavior only: A very active lead who doesn't fit your target audience still won't buy.
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Frequently asked questions
Related terms
All termsMQL · Marketing Qualified Lead
An MQL (marketing qualified lead) is a lead that, based on marketing's criteria, shows enough interest and fit to be actively nurtured or handed to sales.
SQL · Sales Qualified Lead
An SQL (sales qualified lead) is a lead that sales has vetted and classified as ready to buy – with a real need, budget and decision-making authority.
Lead
A lead is a potential customer who has shown interest and shared their contact details with you, for example through a form, a funnel or a lead form.
CRM · Customer Relationship Management
A CRM (customer relationship management) is a system for managing contacts, leads, deals and all communication with prospects and customers in one place.
Lead Generation
Lead generation is the process of making potential customers aware of your offer and capturing their contact details, for example through ads and funnels.
Sales Funnel
A sales funnel describes the stages a prospect goes through from first contact to purchase, and how many people drop off at each stage along the way.