Lead Scoring & Segments
About this template
The Lead Scoring & Segments Template is designed to optimize your lead management process by combining detailed lead scoring with smart segmentation. This template provides a powerful system for tracking lead behaviors, assigning scores based on engagement, and categorizing leads into actionable segments.
Key Features:
Leads Database: Centralized hub to manage lead details, including behaviors, scores, and statuses.
Dynamic Lead Scoring: Automatically calculate lead scores based on actions and engagement to identify high-priority leads.
Segments Database: Categorize leads into segments like Enterprise, SMB, or Early-Stage Leads, with automated rollups for metrics like average lead score and total leads.
Integration: Link leads to touchpoints, campaigns, and customer journey phases for a complete overview.
Custom Views: Highlight high-priority leads or monitor lead progression through the pipeline.
Perfect for teams aiming to improve conversion rates and lead prioritization, this template simplifies lead tracking while providing actionable insights. By integrating scoring and segmentation, you can focus your efforts on leads with the highest potential, ensuring a streamlined and effective workflow.
