Essential Lead Scoring Techniques for HubSpot Users

With HubSpot, you can use firmographic and behavioral data to automatically calculate a lead score that will indicate product fit and sales readiness for all your contacts.

Use this editable worksheet to create your own lead scoring matrix by:

  • Identifying your ideal buyer's firmographic attributes
  • Analyzing high-intent behavior
  • Calculating negative points for poor fit criteria
  • Mapping lead scoring to lifecycle stages

Lead Scoring Mockup

Lead Scoring Illustration

Are you stuck guessing what leads are qualified?

If you aren't quantifying what indicates your prospects are ready to engage on a deeper level, you're opening yourself up to problems like:

  • Sending prospects to your sales team too soon
  • Missing a key nurturing opportunity
  • Losing folks at critical decision points
  • Contacts slipping through the cracks
Start strategizing your lead scoring
Lead Scoring Screenshot 1

Guarantee the right outreach at the right time

Make sure your sales and marketing efforts are segmented appropriately so you can make a bigger impact on your prospects.

If you follow the lead scoring processes outlined in our sheet, you’ll be able to:

  • Define attributes most important to your business
  • Ensure marketing and sales alignment
  • Discover gaps in your customer lifecycle
  • And so much more!
Create your scores

Ready to craft your lead scoring matrix?

Don't play a guessing game with prospects—qualify leads more effectively with our worksheet.

Download your copy