Lead scoring is very valuable for marketing and sales to determine which leads should be focussed on. However, the effectiveness of lead scoring stands and falls with good scoring rules.
Before you get started and fill in the HubSpot score property, it is advisable to enter them in this matrix first.
This template is an Excel file filled with sample data.
This will give you a better overview of the selected criteria and their interrelationships. We have listed the following categories, which you can of course extend as you wish:
- Site actions
- Content actions
- Industry classifications
- Mail behavior
- Client attributes
- Form actions
- Workflow actions