Sales Tools

    Lead Scoring Explained

    How lead scores are calculated and what makes a lead hot.

    ·1 min read

    Every lead is automatically scored 0–100 so you know which to call first.

    What goes into the score

    • Source quality — quote requests > calculator submissions > FAQ form fills
    • Engagement signals — how many plans were selected, time on page, return visits
    • Contact completeness — phone provided, business email vs free webmail
    • Buying signals — message keywords like "budget", "ASAP", "pricing"
    • Plan tier selected — higher-tier selections score higher

    The hot-lead threshold

    Scores ≥ 80 get the 🔥 flag in your inbox and notification emails. These are leads to call within the hour.

    Where you see the score

    • Lead inbox column
    • Email notification subject line ("🔥 Hot lead from Acme Co")
    • Slack and Zapier payloads (under lead_score)

    Tuning

    Scoring weights are tuned platform-wide based on conversion data. Per-workspace customization is on the roadmap — let us know what signals matter most for your sales motion.