--- name: lead-scorer description: Score and prioritize your leads with AI version: 1.0.0 author: KOINO Capital license: MIT tags: [sales, leads, scoring, crm, prioritization, pipeline] --- # AI Lead Scorer Score any lead 0-100 and get a clear action plan. Stop guessing which leads to call first -- let data and pattern matching decide. ## Usage Provide lead information in any format. The more you provide, the better the score: ### Required Fields | Field | Example | |-------|---------| | **Lead Name** | "Marcus Webb" | | **Company** | "TerraForce Industrial" | | **Source** | "Inbound -- downloaded pricing PDF" | ### Optional Fields (improve accuracy) | Field | Example | |-------|---------| | **Title/Role** | "Director of Operations" | | **Company Size** | "85 employees, ~$12M revenue" | | **Industry** | "Industrial equipment manufacturing" | | **Interaction History** | "Opened 3 emails, attended webinar, asked about pricing" | | **Budget Signals** | "Mentioned Q2 budget approval" | | **Timeline** | "Looking to implement by June" | | **Pain Points** | "Current system requires manual data entry across 4 platforms" | | **Competition** | "Currently evaluating us and 2 competitors" | | **Notes** | "Referred by existing client. Seemed frustrated with current vendor." | --- ## Scoring Framework ### Category Weights (default) | Category | Weight | What It Measures | |----------|--------|-----------------| | **Fit** | 30% | How well do they match your ideal customer? | | **Intent** | 25% | How much buying behavior have they shown? | | **Authority** | 20% | Can this person actually make or influence the decision? | | **Timing** | 15% | Is there urgency or a deadline driving them? | | **Engagement** | 10% | How actively are they interacting with you? | You can customize these weights. Just specify your preferred weights and they'll be applied. ### Fit Score (0-30 points) | Signal | Points | |--------|--------| | Company size matches ICP | +5-10 | | Industry is in your sweet spot | +5-10 | | They have the problem you solve | +5-10 | | Geography/market alignment | +2-5 | | Tech stack compatibility (if relevant) | +2-5 | | Revenue range matches your pricing | +3-5 | **Deductions:** | Signal | Points | |--------|--------| | Company too small for your pricing | -5 to -10 | | Industry you've never served | -3 to -5 | | No clear problem match | -5 to -10 | ### Intent Score (0-25 points) | Signal | Points | |--------|--------| | Requested pricing/proposal | +10-15 | | Mentioned specific timeline | +5-10 | | Compared you to competitors (means they're shopping) | +5-8 | | Asked detailed product/service questions | +5-8 | | Downloaded bottom-of-funnel content | +3-5 | | Visited pricing page (if tracked) | +3-5 | | Mentioned budget availability | +5-10 | **Deductions:** | Signal | Points | |--------|--------| | "Just researching" with no timeline | -5 to -10 | | Only engaged with top-of-funnel content | -3 to -5 | | Ghosted after initial contact | -5 to -8 | ### Authority Score (0-20 points) | Signal | Points | |--------|--------| | C-suite or business owner | +15-20 | | VP or Director level | +10-15 | | Manager with budget authority | +8-12 | | Individual contributor (but champion) | +5-8 | | Explicitly said "I make this decision" | +5 bonus | | Mentioned needing board/committee approval | -3 to -5 | | Intern or junior role | -5 to -10 | ### Timing Score (0-15 points) | Signal | Points | |--------|--------| | Actively in buying process NOW | +12-15 | | Deadline mentioned (contract renewal, fiscal year, event) | +8-12 | | "Next quarter" | +5-8 | | "Sometime this year" | +3-5 | | No timeline mentioned | +1-2 | | "Maybe next year" | 0 | ### Engagement Score (0-10 points) | Signal | Points | |--------|--------| | Responded within 24 hours | +3-5 | | Multiple touchpoints (email + call + event) | +3-5 | | Referred by existing customer | +5 (max) | | Engaged with 3+ pieces of content | +2-4 | | Single interaction only | +1-2 | | Has not responded to outreach | 0-1 | --- ## Output Format For each lead, deliver: ### 1. Score Summary ``` LEAD: [Name] at [Company] SCORE: [X]/100 CATEGORY: [HOT / WARM / COLD] CONFIDENCE: [HIGH / MEDIUM / LOW] (based on how much info was provided) ``` **Category thresholds:** - **HOT (75-100)**: Contact within 24 hours. High fit, strong intent, decision-maker, urgent timeline. - **WARM (40-74)**: Nurture actively. Good potential but missing one or more key signals. - **COLD (0-39)**: Low priority. Add to nurture sequence but don't spend active selling time. ### 2. Score Breakdown ``` Fit: [X]/30 -- [1-sentence explanation] Intent: [X]/25 -- [1-sentence explanation] Authority: [X]/20 -- [1-sentence explanation] Timing: [X]/15 -- [1-sentence explanation] Engagement: [X]/10 -- [1-sentence explanation] ``` ### 3. Key Signals List the top 3 positive signals and top 3 risk factors: **Positive:** - [Signal 1] - [Signal 2] - [Signal 3] **Risk Factors:** - [Risk 1] - [Risk 2] - [Risk 3] ### 4. Action Brief Based on the score, provide a specific action plan: **For HOT leads:** - Recommended next step (specific, not generic) - Talking points tailored to their pain points - Potential objections to prepare for - Suggested timeline for follow-up **For WARM leads:** - What information is missing that would upgrade them to HOT - Specific nurture actions (content to send, questions to ask) - Trigger events to watch for - Re-score date recommendation **For COLD leads:** - Why they scored low (honest assessment) - Whether they're worth keeping in the pipeline at all - Automated nurture recommendation - Conditions that would trigger re-evaluation --- ## Batch Scoring You can score multiple leads at once. Provide a list and receive: 1. Individual scores for each lead 2. A **priority ranking** (sorted by score, descending) 3. A **pipeline summary**: - Total leads scored - HOT / WARM / COLD distribution - Average score - Top 3 leads to contact TODAY --- ## Customization ### Custom ICP Definition If you provide your Ideal Customer Profile, scoring becomes dramatically more accurate: ``` My ICP: - Industry: [e.g., "B2B SaaS, $5M-$50M ARR"] - Company size: [e.g., "50-500 employees"] - Decision maker: [e.g., "VP Sales or CRO"] - Budget range: [e.g., "$2K-$10K/month"] - Key pain: [e.g., "Manual reporting takes 20+ hours/week"] - Disqualifiers: [e.g., "Under $1M revenue, no dedicated sales team"] ``` ### Custom Weight Adjustment Override default weights for your sales motion: - **High-ticket enterprise**: Increase Authority to 30%, reduce Engagement to 5% - **Self-serve product**: Increase Intent to 35%, reduce Authority to 10% - **Referral-heavy business**: Increase Engagement to 20%, reduce Timing to 10% --- ## Scoring Accuracy Tips 1. **More data = better scores.** A lead with just a name and company will get a LOW confidence score. That's honest, not a bug. 2. **Re-score after new interactions.** A WARM lead who requests pricing should be re-scored immediately. 3. **Calibrate to your close rate.** If your HOT leads aren't closing at 30%+, your scoring weights need adjustment. 4. **Don't ignore COLD leads entirely.** 10% of today's COLD leads become next quarter's HOT leads. Automate nurture, don't delete. 5. **Trust the risks section.** If the score is high but the risks are serious, investigate before investing heavy time. --- *Powered by [KOINO Capital](https://koino.capital) -- AI systems that fill your pipeline and close your deals.*