Lead Scoring
Implement a scoring system that identifies your most promising leads for sales follow-up, helping you focus time on prospects most likely to convert.
"Before lead scoring, our sales team wasted 60% of their time on unqualified leads. After implementing a simple scoring model, they focused on the top 20% of leads and saw close rates jump from 8% to 22%. Same leads, completely different results."
Head of Sales, B2B SaaS
Is this for you?
- ✓You have 100+ leads per month
- ✓Your sales team is overwhelmed with leads to follow up
- ✓You have a defined ICP (Ideal Customer Profile)
- ✓You use a CRM or marketing automation tool
- ✓Your sales cycle involves multiple touchpoints
- You get fewer than 50 leads per month
- Every lead gets personal attention anyway
- You have a very short, transactional sales cycle
- You don't have historical data on what makes a good lead
What to expect
Lead scoring only works if you know what a good lead looks like. Before assigning points, you need clarity on who your best customers are—both demographically (who they are) and behaviorally (what they do).
Start by analyzing your existing customers:
Information you collect directly from leads:
- Company size — Employee count or revenue range
- Industry — Vertical market or sector
- Job title/Role — Decision maker vs. researcher
- Location — Geography or market
- Technology stack — For B2B SaaS (what tools they use)
- Budget — If collected in forms
Actions that indicate interest and intent:
- Website visits — Pages viewed, frequency
- Content engagement — Downloads, webinar attendance
- Email engagement — Opens, clicks
- Pricing page visits — High intent signal
- Demo/trial requests — Bottom of funnel
- Time on site — Engagement depth
Don't guess—talk to your top 5-10 customers. Ask why they chose you, what almost stopped them, and what value they've received. Patterns will emerge that inform your scoring criteria.
Conversation Flow
Add to nurture sequence, send educational content, no direct sales outreach yet
Personalized email with relevant case study, invite to webinar or demo
Direct outreach within 4 hours, reference specific engagement, offer to help
Immediate call or email, priority for founder/senior rep, personalized approach
Frequently Asked Questions
Tools you'll need
HubSpot
CRM with built-in lead scoring, works well for SMBs (free CRM, scoring from $45/mo)
Salesforce
Enterprise CRM with advanced scoring and Einstein AI (from $25/user/mo)
Marketo
Marketing automation with sophisticated scoring (enterprise pricing)
ActiveCampaign
Marketing automation with contact scoring built in (from $29/mo)
Clearbit
Enrich leads with company/demographic data for better scoring (from $99/mo)
MadKudu
Predictive lead scoring using machine learning (custom pricing)
What's Next?
Complete this tactic, then continue your GTM journey with these recommended next steps.