Your Lead Scoring Worksheet

About the Guide

Lead scoring is a methodology shared by sales and marketing that ranks leads to determine their sales-readiness. Leads are scored based on the interest they show in your business, place in the buying cycle, and overall fit with your business.

Whether companies choose to score leads by assigning points, using rankings like A, B, C or D, or using terms like “hot,” “warm” or “cold,” by clarifying what exactly constitutes a qualified sales lead, they can increase their marketing and sales departments' productivity, efficiency and synchronicity.

The first step in lead scoring is determining your ideal target. Creating this ideal buyer profile requires sales and marketing alignment, as both must agree upon the definition.

Use this checklist as a starting point to identify the key demographics that are relevant to your organization, as well as the key behavior-based scores to consider. We have listed dozens of demographic, firmographic, and behavioral attributes to help you find the ideal scoring rules for your company.

How to use this checklist:

Make copies of these pages for everyone who is going to help create your lead scoring model. Be sure to include some team members from sales and some from marketing. Then, have each person:

  • Check off the boxes they think should be included in the lead scoring model.
  • Next to each checked-off score, mark whether the attribute is critical, important, influential, or negative.
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