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Lead Scoring

Salestools uses AI-powered predictive lead scoring to help you prioritize which leads to engage first. Scores are calculated based on engagement signals, company fit, behavioral patterns, and recency.


Overview

Lead scoring automatically ranks your prospects on a 0-100 scale, helping you:

  • Focus on high-intent leads - Engage prospects most likely to convert
  • Prioritize outreach - Know which leads to contact first each day
  • Improve conversion rates - Spend time on qualified opportunities
  • Understand lead quality - See why leads are scored high or low

How Scoring Works

Each lead receives a score from 0-100 based on four categories:

CategoryMax PointsWhat It Measures
Engagement35Email opens, clicks, replies, LinkedIn activity
Company Fit30Industry, company size, ICP match
Behavioral20Website visits, content downloads, meeting requests
Recency15How recently the lead engaged

Score Ranges

ScoreClassificationRecommended Action
80-100HotImmediate outreach, high priority
60-79WarmFollow up within 24 hours
40-59EngagedContinue nurturing
20-39CoolLow priority, keep in sequence
0-19ColdConsider removing or re-engaging

Score Breakdown

Engagement Score (0-35 points)

Measures how the lead interacts with your outreach:

SignalPoints
Email reply (positive)+15
Email reply (any)+10
Multiple email opens (3+)+8
Email link click+7
Single email open+3
LinkedIn message reply+12
LinkedIn connection accepted+5
No engagement0

Company Fit Score (0-30 points)

Measures how well the company matches your ICP:

SignalPoints
Perfect ICP match+30
Strong ICP match+20
Partial ICP match+10
Target industry+8
Target company size+7
Target geography+5
No ICP data0

Behavioral Score (0-20 points)

Measures buying intent signals:

SignalPoints
Meeting booked+20
Pricing page visit+12
Multiple website visits+8
Content download+6
Blog/resource visit+3
No website activity0

Recency Score (0-15 points)

Measures how recently the lead engaged:

TimeframePoints
Last 24 hours+15
Last 3 days+12
Last 7 days+8
Last 14 days+5
Last 30 days+2
Over 30 days0

Viewing Lead Scores

On the Lead Card

Each lead displays their score prominently:

  • Score number (0-100)
  • Score category (Hot, Warm, Engaged, Cool, Cold)
  • Color indicator (red for hot, blue for cold)
  • Score trend (improving, declining, stable)

Score Breakdown

Click on a lead's score to see the detailed breakdown:

  • Points earned in each category
  • Specific signals that contributed
  • Recent activity that affected score
  • Recommendations for engagement

In Lists and Tables

Sort and filter leads by score:

  1. Go to Contacts or Leads
  2. Click the Score column header to sort
  3. Use filters to show only Hot or Warm leads

Using Scores for Prioritization

Daily Workflow

  1. Start with Hot leads (80+) - These need immediate attention
  2. Follow up with Warm leads (60-79) - High potential, engage today
  3. Nurture Engaged leads (40-59) - Keep in automated sequences
  4. Review Cold leads - Decide to re-engage or remove

In Automations

Use lead scores to:

  • Branch sequences - Send different messages based on score
  • Adjust timing - Contact hot leads faster
  • Trigger alerts - Get notified when leads become hot
  • Auto-pause - Stop sequences for cold leads

Team Assignment

Route leads based on scores:

  • Assign hot leads to senior reps
  • Assign warm leads evenly across team
  • Keep cool leads in automated nurture

Score Updates

Scores update automatically when:

  • A lead opens or clicks an email
  • A lead replies to outreach
  • A lead visits your website
  • A lead accepts a LinkedIn connection
  • A meeting is booked
  • Time passes without engagement (recency decay)

Scores typically update within minutes of new activity.


Customizing Your Scoring Model

Contact support to customize scoring weights based on your business:

  • Adjust category weights (e.g., more emphasis on engagement)
  • Add custom signals from your CRM
  • Define custom ICP matching criteria
  • Set different thresholds for score categories

Best Practices

  1. Check scores daily - Start each day by reviewing hot leads
  2. Act on score changes - When a lead becomes hot, reach out immediately
  3. Trust the system - Scores are based on real engagement data
  4. Combine with context - Use scores alongside other information
  5. Review cold leads - Periodically clean up leads with persistently low scores

Troubleshooting

Scores Not Updating

  1. Ensure tracking is enabled on your emails
  2. Check that website visitor tracking is installed
  3. Verify CRM sync is connected and active

Scores Seem Inaccurate

  1. Review the score breakdown for specific signals
  2. Check if ICP settings match your target customer
  3. Verify engagement data is being captured correctly

All Leads Have Similar Scores

  1. Ensure you have sufficient engagement data
  2. Check that different engagement types are being tracked
  3. Review ICP configuration for proper differentiation

Support

Need help with lead scoring?


Last Updated: January 2025