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When businesses do marketing, they are primarily worried about getting enough new leads.
But once they have leads, they need to find out who's really sales-ready, so that sales reps will focus their efforts on leads most likely to convert in paying customers.
The free template featured in this article helps you perform this process manually, by setting scoring rules that assign grades to different attributes and actions performed by your prospects.
However, if you wish to automate this process with the help of AI, instead of doing it manually, we encourage your to visit Forwrd.ai
Lead scoring can be a complex process, but our free template is here to point you in the right direction and help you complete this process successfully.
First, you need to understand who your ICP (ideal customer profile) is.
It’s best to think in terms of non-engagement attributes (e.g., filmographies & demographics) and engagement metrics.
Here are some examples:
To make the process easier - start with a general target score and assign scores to the attributes that reflect what might make up a total score.
Smaller attributes would have smaller scores, more impactful attributes would have higher scores.
👉 Get your lead scoring template here
This spreadsheet empowers you to tailor a lead scoring system for your unique business needs.
It includes two customizable worksheets and an integrated calculator.
Feel free to modify the provided fields on the worksheets by adding or removing criteria to best fit your company.
You get to decide the maximum lead score, whether 30, 100 or another value aligned with your objectives.
As you update the worksheets to dial in the right factors, simply sync those to the calculator to instantly adapt the calculations.
With this flexible framework, you can build an optimized lead scoring process that helps teams focus efforts and close more sales.
Want to do this automatically with AI instead of manually? Visit Forwrd.ai
