Lead Scoring Template

Resource Overview

A tool designed to help you analyze leads, and identify strong prospects.

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Your Problem

You need to determine which leads are most critical to follow up on and need to quickly evaluate the leads you have collected from a trade show or marketing event. It is important that you compare the contacts you have collected on factors such as profession and characteristics. To help in this process, you are looking to create a standard way of presenting the data you collected and choosing the most critical leads.

Our Solution

We created a Microsoft Excel Lead Scoring Template to help you analyze leads and identify strong prospects. The best possible score for a lead is 100, which is based on 6 criteria for evaluating explicit and implicit need for your product or service.

In this Lead Scoring Template, the first step is to define the criteria you will be using and the weighting scale. The criteria are divided into two major categories, profile and activities. Once you have defined your criteria, continue to the lead scoring tab, list all of your leads, and begin scoring them on scale of 1 to 10. The value in parentheses is the maximum value that can be granted for that particular category. Depending on the score you should determine whether your contacts are an A lead, B lead or a C lead.

For background info, read the following Executive Summaries: Align Sales and Marketing with Lead Nurturing, Score Big with Lead Scoring

Key Benefits

  • helps you identify potential prospects
  • prioritizes leads based on fit & interest level
  • easy to use Excel format
  • save time on formatting
  • generate reports

 

Microsoft Excel Spreadsheet

Estimated Time Required: 4 Hours

Skills Required: Analytical