B2B Lead Scoring Model(Free Download)
Score leads 0-100 based on firmographic data, behavioral signals, and engagement recency with automatic routing.
Template preview
Lead scorecard

What's included
Score leads 0-100 based on firmographic data, behavioral signals, and engagement recency with automatic routing.
Template specs
Updated 2026-02-20
No credit card · Free forever
Score leads 0-100 based on firmographic data (company size, industry, revenue), behavioral signals (page visits, email opens, demo requests), and engagement recency. Automatically routes hot leads to sales and warm leads to nurture sequences. The model splits the 100 points into three buckets — up to 40 for firmographic fit, up to 45 for behavior and intent, and a recency decay that subtracts points after 30 days of silence — so a perfect-fit company that went quiet does not outrank a smaller account actively requesting a demo. Threshold bands come pre-configured (70+ routes to sales, 40–69 enters nurture, under 40 stays in marketing) and every threshold is a single cell edit in the Excel scorecard. The CSV import maps each scoring rule to a HelloGrowthCRM automation, which means the same scorecard your team debates in a spreadsheet becomes the live routing logic in the CRM without re-keying anything.
The Problem This Solves
Sales teams waste time chasing low-quality leads while high-intent prospects go uncontacted for days.
Who It's For
B2B marketing and sales teams with 50+ leads per month.
Use Cases
- Automatically prioritize inbound leads for sales follow-up
- Route MQLs to the right rep based on score and territory
- Identify leads that need more nurturing before sales contact
How to Use This Template
- 1
Import the scoring model into HelloGrowthCRM
- 2
Adjust firmographic scoring weights for your ICP (ideal customer profile)
- 3
Connect behavioral tracking (website visits, email engagement, form fills)
- 4
Set threshold: 70+ = Hot (route to sales), 40-69 = Warm (nurture), <40 = Cold
- 5
Review and recalibrate scoring quarterly based on win/loss data
Inside the template: sample data
The exact rows that ship with the B2B Lead Scoring Model download — replace them with your own records after import.
| Signal | Category | Points | Example |
|---|---|---|---|
| Company Size 50-200 | Firmographic | +15 | Mid-market ICP fit |
| Company Size 200+ | Firmographic | +20 | Enterprise ICP fit |
| Visited Pricing Page | Behavioral | +20 | High purchase intent |
| Downloaded Resource | Behavioral | +10 | Content engagement |
| Opened 3+ Emails | Engagement | +10 | Active nurture |
| Requested Demo | Intent | +30 | Direct sales signal |
| No Activity 30d | Decay | -15 | Engagement decay |
Frequently Asked Questions
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