Digital MarketingIntermediate 2 to 3 hours

B2B Lead Scoring Matrix

Design a dual-axis lead scoring matrix for an enterprise security software vendor.

The Scenario

An enterprise cybersecurity company is getting 1,000 downloads a month of their free whitepapers, but sales reps are wasting time calling low-quality leads (like students or freelancers). They need a lead scoring model in HubSpot to prioritize hot prospects.

The Brief

Build a lead scoring matrix that grades leads on two dimensions: Fit (demographics, firmographics) and Behavior (engagement, interest level). Specify points, thresholds, and routing actions.

Deliverables

  • Fit criteria table (Company size, Job title, Location) with positive/negative points allocated to each
  • Behavioral criteria table (Web visits, Email opens, Form fills, Demo requests) with points for each action
  • A threshold definition: when a lead becomes an MQL (Marketing Qualified Lead) and is automatically routed to Sales
  • An explanation of how you handle score decay (leads who go inactive)

Submission Guidance

Do not just add points; remember to subtract points for bad fits (e.g., email address contains ".edu" or "gmail.com"). Keep it simple enough for a team to implement in HubSpot or Marketo.

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