The CRM Lead-Scoring Cheat Sheet
Know exactly which leads to call first, based on the behaviours and attributes that close deals.
Most CRMs have lead scoring switched on and set to default. That means your sales team is calling the wrong people first. This cheat sheet gives you a ready-to-use point model built on the signals that consistently predict a closed deal, not just an active contact. Set it up once in HubSpot (or any CRM that supports scoring), then let the queue sort itself.
- Demographic Fit (Firmographic Score)
- Engagement Signals (Behavioural Score)
- Negative Scoring (Score Decay and Disqualifiers)
- Score Thresholds and What to Do at Each Level
- HubSpot Setup Notes
- Quick Reference: Point Values at a Glance
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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