Score your leads automatically

Not every enquiry deserves the same speed. The Score the lead step reads what a new contact wrote in your form, compares it with what you say makes a good lead, and gives them a score out of 100. Good fits move to Qualified on your pipeline; the rest can be kept warm by email. Every score comes with a note on their record saying why.

Before you start

• A funnel with a form, so leads have answers to read.
• A workflow that starts when a new contact arrives. The Qualify new leads template is already set up this way.

Steps

1. Go to Automations › Workflows. Under Start with a template, click Qualify new leads, or open your own workflow.
2. Click the Score the lead step, or add it from Automated actions in the panel on the right.
3. In What makes a good lead for you (optional), describe a good lead in plain words. A candle studio might write: "Wants a workshop for 6 or more people, or asks about corporate gifts. Students asking for free samples are not."
4. Set Tag when qualified (for example "qualified") and Tag when not (for example "nurture").
5. Optional: under Then, if qualified, start, choose a sequence for good fits, and under If not, start, a sequence to keep the rest warm. Or leave Nothing more — just the tag.
6. Under Try it, click Score now. It scores your newest contact and writes their score and a note, like the real thing, so you can check the result.
7. Click Save step.
8. If you used the template, open its Send a notification step, type your email address in Send it to, and click Save step. Until then the header counts it as "not ready".
9. Switch the workflow on.

What happens next

• Each time the step runs, it reads the contact's details, their newest form answers, what the funnel sells, and your description. Nothing else.
• The contact gets a score from 0 to 100 and a note such as "Lead scored 82/100 — qualified." with the reason.
• A qualified lead moves to Qualified, but only if they are still at New lead or Contacted. A customer is never moved back by a score.
• The matching tag is added, and the matching sequence starts if you chose one.
• Each score counts as AI use on your account.

Troubleshooting

Try it says "There is nobody to score yet." You have no contacts. Send a test enquiry through your own funnel, then click Score now again.

Every lead gets a low score. The contacts have no form answers, or the answers say little. When the answers are empty or nonsense, the score is low and the reason says so. Ask a question on your form that shows whether somebody is a fit.

A qualified lead did not move to Qualified. They were already past Contacted, for example a Customer. Only early leads are moved; their tag and note are still added.

The scores don't match what I think. Make What makes a good lead for you more specific: name the answers that make someone a good fit and the ones that don't. Then click Score now again to compare.

No tag was added. Tag when qualified or Tag when not is empty. Fill in both and click Save step.

Related

• Every workflow step explained
• Start a workflow from a template
• Every workflow trigger explained
• Move contacts between stages