Lead Scoring Framework Template
Template
A structure for separating fit and engagement scoring, setting thresholds and agreeing the model with sales.
Not yet published · 5 min read · Applies to: HubSpot, Marketo
Written by
- Godwin Apegba
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Separate fit from engagement
Fit describes who someone is. Engagement describes what they do. Scoring them separately makes the model easier to explain and tune.
Template structure
- Fit attributes with point values and data sources.
- Engagement activities with points and decay rules.
- Thresholds for each lifecycle transition.
- Review cadence and owner.
Agreeing it with sales
Validate the model against recently closed opportunities before launch, and revisit thresholds after the first quarter.
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