Lead scoring overview
Generate custom scores based on the data points that matter.
Lead scoring overview
Lead scoring is a method to prioritize leads based on various attributes like employee count, job titles, and online behavior to identify the leads most likely to become customers.
Types of lead scoring
Customer/Account Fit Scoring
- Evaluates prospect alignment with ICP, and is based on company size, industry, and technology stack.
Lead/Account Engagement Scoring
- Tracks interactions like email responses, website visits, and event participation.
Lead Grade
- Comprehensive evaluation combining fit and engagement metrics.
Lead scoring prerequisites
Ensure you have the following to successfully lead score within Clay:
- Data points for scoring
- Lead scoring criteria
- CRM fields for score syncing
Setting up lead scoring with custom formulas
Follow these steps to create a lead scoring system for your leads.
Step 1: Add a formula column
Go to your table and create a new column.
Set the column type to Formula.
Step 2: Enter your custom formula
Use the Formula Generator to create a formula that matches your scoring criteria.
- For Number-Based Scoring: Use formulas to calculate a total score by adding points for attributes like company size, role, or revenue.
- For Grade-Based Scoring: Use conditional rules to assign letter grades based on combinations of criteria.
- For Fit Criteria: Use binary rules to label leads as “Yes” or “No” depending on whether they meet your defined requirements.
Step 3: Verify and save
Review your lead scores within Clay and save the formula.
