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Designs revenue operations systems connecting marketing, sales, and customer success with lead lifecycle and handoff processes.
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references/scoring-models.md
1# Lead Scoring Models23Detailed scoring templates, example models by business type, and calibration guidance.45## Explicit Scoring Template (Fit)67### Company Attributes89| Attribute | Criteria | Points |10|-----------|----------|--------|11| **Company size** | 1-10 employees | +5 |12| | 11-50 employees | +10 |13| | 51-200 employees | +15 |14| | 201-1000 employees | +20 |15| | 1000+ employees | +15 (unless enterprise-focused, then +25) |16| **Industry** | Primary target industry | +20 |17| | Secondary target industry | +10 |18| | Non-target industry | 0 |19| **Revenue** | Under $1M | +5 |20| | $1M-$10M | +10 |21| | $10M-$100M | +15 |22| | $100M+ | +20 |23| **Geography** | Primary market | +10 |24| | Secondary market | +5 |25| | Non-target market | 0 |2627### Contact Attributes2829| Attribute | Criteria | Points |30|-----------|----------|--------|31| **Job title** | C-suite (CEO, CTO, CMO) | +25 |32| | VP level | +20 |33| | Director level | +15 |34| | Manager level | +10 |35| | Individual contributor | +5 |36| **Department** | Primary buying department | +15 |37| | Adjacent department | +5 |38| | Unrelated department | 0 |39| **Seniority** | Decision maker | +20 |40| | Influencer | +10 |41| | End user | +5 |4243### Technology Attributes4445| Attribute | Criteria | Points |46|-----------|----------|--------|47| **Tech stack** | Uses complementary tool | +15 |48| | Uses competitor | +10 (they understand the category) |49| | Uses tool you replace | +20 |50| **Tech maturity** | Modern stack (cloud, SaaS-forward) | +10 |51| | Legacy stack | +5 |5253---5455## Implicit Scoring Template (Engagement)5657### High-Intent Signals5859| Signal | Points | Decay |60|--------|--------|-------|61| **Demo request** | +30 | None |62| **Pricing page visit** | +20 | -5 per week |63| **Free trial signup** | +25 | None |64| **Contact sales form** | +30 | None |65| **Case study page (2+)** | +15 | -5 per 2 weeks |66| **Comparison page visit** | +15 | -5 per week |67| **ROI calculator used** | +20 | -5 per 2 weeks |6869### Medium-Intent Signals7071| Signal | Points | Decay |72|--------|--------|-------|73| **Webinar registration** | +10 | -5 per month |74| **Webinar attendance** | +15 | -5 per month |75| **Whitepaper download** | +10 | -5 per month |76| **Blog visit (3+ in a week)** | +10 | -5 per 2 weeks |77| **Email click** | +5 per click | -2 per month |78| **Email open (3+)** | +5 | -2 per month |79| **Social media engagement** | +5 | -2 per month |8081### Low-Intent Signals8283| Signal | Points | Decay |84|--------|--------|-------|85| **Single blog visit** | +2 | -2 per month |86| **Newsletter open** | +2 | -1 per month |87| **Single email open** | +1 | -1 per month |88| **Visited homepage only** | +1 | -1 per week |8990### Product Usage Signals (PLG)9192| Signal | Points | Decay |93|--------|--------|-------|94| **Created account** | +15 | None |95| **Completed onboarding** | +20 | None |96| **Used core feature (3+ times)** | +25 | -5 per month inactive |97| **Invited team member** | +25 | None |98| **Hit usage limit** | +20 | -10 per month |99| **Exported data** | +10 | -5 per month |100| **Connected integration** | +15 | None |101| **Daily active for 5+ days** | +20 | -10 per 2 weeks inactive |102103---104105## Negative Scoring Signals106107| Signal | Points | Notes |108|--------|--------|-------|109| **Competitor email domain** | -50 | Auto-flag for review |110| **Student email (.edu)** | -30 | May still be valid in some cases |111| **Personal email (gmail, yahoo)** | -10 | Less relevant for B2B; adjust for SMB |112| **Unsubscribe from emails** | -20 | Reduce engagement score |113| **Bounce (hard)** | -50 | Remove from scoring |114| **Spam complaint** | -100 | Remove from all sequences |115| **Job title: Student/Intern** | -25 | Low buying authority |116| **Job title: Consultant** | -10 | May be evaluating for client |117| **No website visit in 90 days** | -15 | Score decay |118| **Invalid phone number** | -10 | Data quality signal |119| **Careers page visitor only** | -30 | Likely a job seeker |120121---122123## Example Scoring Models124125### Model 1: PLG SaaS (ACV $500-$5K)126127**Weight: 30% fit / 70% engagement (heavily favor product usage)**128129**Fit criteria:**130- Company size 10-500: +15131- Target industry: +10132- Manager+ role: +10133- Uses complementary tool: +10134135**Engagement criteria:**136- Created free account: +15137- Completed onboarding: +20138- Used core feature 3+ times: +25139- Invited team member: +25140- Hit usage limit: +20141- Pricing page visit: +15142143**Negative:**144- Personal email: -10145- No login in 14 days: -15146- Competitor domain: -50147148**MQL threshold: 60 points**149**Recalibration: Monthly** (fast feedback loop with high volume)150151---152153### Model 2: Enterprise Sales-Led (ACV $50K+)154155**Weight: 60% fit / 40% engagement (fit is critical at this ACV)**156157**Fit criteria:**158- Company size 500+: +20159- Revenue $50M+: +15160- Target industry: +15161- VP+ title: +20162- Decision maker confirmed: +15163- Uses competitor: +10164165**Engagement criteria:**166- Demo request: +30167- Multiple stakeholders engaged: +20168- Attended executive webinar: +15169- Downloaded ROI guide: +10170- Visited pricing page 2+: +15171172**Negative:**173- Company too small (<100): -30174- Individual contributor only: -15175- Competitor domain: -50176177**MQL threshold: 75 points**178**Recalibration: Quarterly** (longer sales cycles, smaller sample size)179180---181182### Model 3: Mid-Market Hybrid (ACV $5K-$25K)183184**Weight: 50% fit / 50% engagement (balanced approach)**185186**Fit criteria:**187- Company size 50-1000: +15188- Target industry: +10189- Manager-VP title: +15190- Target geography: +10191- Uses complementary tool: +10192193**Engagement criteria:**194- Demo request or trial signup: +25195- Pricing page visit: +15196- Case study download: +10197- Webinar attendance: +10198- Email engagement (3+ clicks): +10199- Blog visits (5+ pages): +10200201**Negative:**202- Personal email: -10203- No engagement in 30 days: -10204- Competitor domain: -50205- Student/intern title: -25206207**MQL threshold: 65 points**208**Recalibration: Quarterly**209210---211212## Threshold Calibration213214### Setting the Initial Threshold2152161. **Pull closed-won data** from the last 6-12 months2172. **Retroactively score** each deal using your new model2183. **Find the natural breakpoint** — what score separated wins from losses?2194. **Set threshold** just below where 80% of closed-won deals would have scored2205. **Validate** against closed-lost — if many closed-lost score above threshold, tighten criteria221222### Calibration Cadence223224| Business Type | Recalibration Frequency | Why |225|---------------|------------------------|-----|226| PLG / High volume | Monthly | Fast feedback loop, lots of data |227| Mid-market | Quarterly | Moderate cycle length |228| Enterprise | Quarterly to semi-annually | Long cycles, small sample size |229230### Calibration Steps2312321. **Pull MQL-to-closed data** for the calibration period2332. **Compare scored MQLs vs. actual outcomes:**234- High score + closed-won = correctly scored235- High score + closed-lost = possible false positive (tighten)236- Low score + closed-won = possible false negative (loosen)2373. **Adjust weights** based on which attributes actually correlated with wins2384. **Adjust threshold** if MQL volume is too high (raise) or too low (lower)2395. **Document changes** and communicate to sales team240241### Warning Signs Your Model Needs Recalibration242243- MQL-to-SQL acceptance rate drops below 30%244- Sales consistently rejects MQLs as "not ready"245- High-scoring leads don't convert; low-scoring leads do246- MQL volume spikes without corresponding revenue247- New product/market changes since last calibration248