Lead Scoring System

The Total Score in the Lead Scoring Dashboard is automatically calculated based on all engagement activities.

🎯 Scoring Legend

LinkedIn Engagement

• Profile View = 1 point
• Like = 2 points
• Comment = 4 points
• Reply = 4 points

Email Engagement

• Email Open = 1 point
• Email Click = 4 points

Conversion Actions

• Filled Scorecard = 8 points
• Booked CNA Discover Call = 16 points

📈 Score Ranges

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High Priority (70+ points) Leads showing strong engagement across multiple channels. Priority for immediate follow-up.

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Medium Priority (40-69 points) Moderate engagement. Good candidates for nurture sequences.

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Low Priority (0-39 points) Early stage interest. Monitor and engage with valuable content.

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🎨 Engagement Stages

🔵 First Interest

Lead has shown initial interest through likes, comments, or content engagement. This is when they're first added to the dashboard.

🟣 Responded

Lead has replied to outreach via LinkedIn message or email.

🟢 Meeting Booked

Discovery call or CNA (Compliance Needs Assessment) scheduled.

🟠 Qualified

Lead has completed ScoreApp assessment and/or moving toward proposal stage.