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Planning and Goal Setting

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Intention Website visits Interactions on social networks Email opens and clicks Newsletter subscriptions Contact requests Contact Form Submissions Content Downloads Webinars Free product trials or demos Explicit behavioral attributes performed by your contacts that directly indicate purchase intent Request a demo Request marketing materials Cancel an email subscription What number should you add to the positive and negative attributes? Think of positive attributes as those that indicate the most qualified leads, and negative attributes as those that indicate that someone is far from qualified. To begin your manual scoring process, create a spreadsheet with one column for filters property names in this case , another column for positive attributes, and a column for negative attributes. You can start adding some ballpark numbers to the columns and go back to HubSpot to check the behavior of current leads to see if that number makes sense.


Then you can start to get more granular. To keep things simple, use a scale photo retouching of to . If you are giving a score of for the Charge property, you can break it down by specific charges and add a weight to it. For example, the position of general director has a higher score than that of manager or intern. Once you set the positive and negative scores, it's time to apply them in HubSpot. Applying a Lead Scoring Strategy in HubSpot By navigating to Settings<Properties, look for HubSpot Score. This is a property where you will apply the positive and negative attributes that you established. The filters are the same ones you see in the contact view and in the lists, and now.



You just have to apply what you wrote in your spreadsheet and hit save. While HubSpot is doing the work for you right now, there's still more to do to make sure you're optimizing your use of lead scoring in HubSpot. Automation Since HubSpot Score is a property, you'll find it available as a filter when segmenting your database or choosing enrollment triggers in a workflow.

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