Lead Scoring and Qualification
Setting up a system that automatically ranks or tags incoming leads based on how likely they are to buy — so the business focuses on the best opportunities first.
Service
What It Means (Simple)
Why It Matters
Lead Scoring Strategy Setup
Creating a points system based on lead behaviors and info (ex: filled out full form, clicked emails, booked call, etc.)
Focus sales reps' time on the highest-probability leads
Form Field Scoring
Assigning points based on what leads enter into forms (ex: budget size, urgency, service needed)
Pre-qualifies leads based on the right information
Behavior-Based Scoring
Adding points for actions like opening emails, clicking links, watching videos, visiting pricing page, etc.
More engaged = hotter lead
Demographic Scoring
Scoring based on who the lead is (ex: business owner vs. job seeker, right industry vs. wrong one)
Filters out bad-fit leads
Lead Qualification Forms/Quizzes
Building quick forms that ask key qualifying questions up front ("What's your budget?", "When are you ready to start?")
Instantly separates serious buyers
CRM Integration for Scoring
Setting up lead scores to automatically update inside the CRM
Sales teams always see which leads are hot without manual effort
Hot Lead Notifications
Alerting the business owner or sales rep instantly when a lead crosses a high score threshold
Never miss a red-hot opportunity
Cold Lead Nurture Setup
Automatically moving cold leads into email/text nurture sequences instead of wasting sales calls on them
Keeps cold leads warm without wasting time
Monthly Scoring Optimization
Tuning the scoring system based on real data (ex: which scores converted to sales best)
Constant improvement = better close rates over time
Reporting & Lead Analysis
Showing how many leads qualified, disqualified, converted, or dropped off
Proves ROI and shows why quality > quantity
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