Fit model
Firmographic and role scoring based on your real closed deals.
Lead scoring and routing
Lead scoring and routing: the right leads in front of sales within minutes.
Lead scoring ranks leads by how well they fit your ideal customer and how much intent they show, so sales calls the best ones first. Lead routing then hands each qualified lead to the right person within minutes. Put together, they’re usually the biggest single fix in a funnel, because the team that replies first tends to win.
- Fit model. Firmographic and role scoring based on your real closed deals.
- Intent model. Behaviour scoring that decays, so old activity stops counting.
- Thresholds and hand-off. A clear MQL rule agreed with sales, written down.
- Routing. Territory, segment or round-robin assignment with a fallback.
Watch it work.
This is the automation running on its own. Every step happens without anyone touching it, and you get a record of what happened.
- 01New lead arrives✓ Done
- 02Fit score calculated✓ Done
- 03Intent score calculated✓ Done
- 04Routed to the right rep✓ Done
- 05Rep alerted instantly✓ Done
Run complete
Sound familiar?
- Sales says the leads are rubbish, marketing says nobody calls them
- Your best lead of the month waited two days for a call
- The score is a number, and nobody can say what it means
- Leads pile up in a shared queue that everyone assumes someone else is watching
What I set up for you.
Intent model
Behaviour scoring that decays, so old activity stops counting.
Thresholds and hand-off
A clear MQL rule agreed with sales, written down.
Routing
Territory, segment or round-robin assignment with a fallback.
Service levels
Follow-up times tracked, with alerts when they are missed.
Quarterly review
Scores checked against outcomes and adjusted.
How we’ll do it.
- 1
Look under the hood
I go through your setup, data and workflows, then write down what’s leaking and the quick wins, in plain English.
- 2
Build it with you
We agree the fixes together. I build, test and document everything inside your own accounts.
- 3
Hand you the keys
A short training session and a written runbook, so your team can run it without needing me.
Tools I know inside out.
- HubSpot
- Marketo Engage
- Salesforce
- Microsoft Dynamics 365
- n8n
- Claude
Use it before you hire me.
Questions people ask.
What is lead scoring?
Lead scoring gives each lead points for fit (company, role, industry) and intent (visits, downloads, replies), so sales can prioritise. A good model is simple enough that sales can explain any score.
What is the difference between lead scoring and lead routing?
Scoring decides which leads are ready and how good they are; routing decides who owns them and how fast they are contacted. Both are needed: a great score is useless if the lead waits a week.
Can AI improve lead scoring?
Yes, as an addition rather than a replacement. AI can research and summarise each lead and spot patterns in closed deals, but the rules sales relies on should stay transparent.
How fast should leads be followed up?
As fast as possible, ideally within minutes for hand-raisers such as demo requests. Response time is one of the strongest predictors of whether a lead converts.
Let’s have a look together.
A 20-minute call where we open up your setup. If I can’t find at least one real fix, I’ll tell you, and you’ve lost nothing but 20 minutes.
Book a call