Playbook · PT2H

How to Set Up Lead Scoring for Your Sales Team

TL;DR

Define three scores (Fit, Intent, Quality), each 0–100, with transparent weights. Assign grades A–F using a fixed matrix. Start with Leadkaun defaults; customise per ICP only after 30 days of data.

01Why this matters

The bet behind the playbook.

Lead scoring is the decision layer on top of your pipeline — it tells your rep who to call first. Done right, it consistently converts Grade A leads better than working an ungraded pipeline. Done wrong (single-number black-box AI scores), reps don't trust the output and revert to gut feel.

02What you need first

Gather these before you start.

  • A rough ICP — at minimum: target industry, geography, company size
  • 30 days of historical closed-won deal data (or industry benchmarks if new)
  • Rep consensus on 3–5 intent signals that matter in your workflow
03The steps

Run it in order.

  1. 01

    Define Fit weights

    Total 100 points across: industry (30), geography (20), business type (20), role (15), budget (15). Adjust within your team — a real estate team might weight geography higher.

  2. 02

    Define Intent signals + weights

    Source baseline (referral 60, organic 50, paid ad 30). Call signal +15. WhatsApp reply +10. Meeting booked +25. Intent decay −3/day after threshold.

  3. 03

    Define Quality gate

    Valid phone (30), email (15), company name (15), inquiry clarity (20), source reliability (10), junk penalty (up to −10). Quality < 20 = auto-Grade F.

  4. 04

    Define grade matrix

    Grade A: F≥65 + I≥60 + Q≥60. Grade B: F≥55 + I≥40 + Q≥50. Grade C: F≥40 + I≥25 + Q≥35. Grade D: F≥20 + I≥10 + Q≥20. Grade F: Q<20.

  5. 05

    Apply to existing leads

    Score every open lead by hand initially. Verify distribution: ~15% A, ~25% B, ~35% C, ~15% D, ~10% F is a healthy shape. If you're 50% A, your Fit weights are too lenient.

  6. 06

    Communicate grades to reps

    Every rep should know what Grade A means and the SLA (24 hours). Post the grade matrix in the sales room.

  7. 07

    Refine after 30 days

    Pull conversion data by grade. If Grade A converts <15%, weights need tightening. If Grade C converts >8%, weights are too strict.

04Mistakes to avoid

Where teams usually slip.

  • Using a single black-box AI score — reps don't trust what they can't explain
  • Setting Intent without decay — queue fills with permanently-stale Grade A leads
  • Tuning weights before seeing 30 days of data
05FAQ

Questions teams ask mid-rollout.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

From playbook to automation

Want this running automatically?

Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.