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Implement Lead Scoring

Description

Lead scoring helps prioritize your leads by assigning them a score based on their behaviors, engagement, and demographics. This milestone sets up a lead scoring system in HubSpot to identify and focus on high-value prospects. By ranking leads, your team can better allocate time and resources, improving conversion rates and sales efficiency.

Process Summary

  1. Define Scoring Criteria: Collaborate to identify behaviors and attributes that indicate lead quality, such as form submissions or job titles.
  2. Configure Scoring System: Build a scoring model in HubSpot that automatically updates scores based on lead activity.
  3. Workflow Integration: Set up workflows to act on high-scoring leads, such as assigning them to sales reps or triggering nurture campaigns.
  4. Dashboard Setup: Create dashboards to monitor lead scores and evaluate scoring effectiveness.
  5. Testing and Refinement: Test the scoring model with sample data and adjust weights as needed.

Requirements

  • Input on scoring criteria and priorities.
  • Collaboration to define workflows for high-scoring leads.
  • Feedback during testing to optimize the scoring model.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • A reliable lead scoring system to prioritize high-value prospects.
  • Improved sales focus and efficiency.
  • Increased conversion rates through better lead management.