CRM Setup
A HubSpot lead score sales actually trusts.
A scoring model built without sales in the room gets ignored the first time it flags a bad lead as hot. We build this one with sales, test it against real closed deals, and wire the handoff that fires when it works.
- $0 setup
- Month to month
- Free proposal in 1 business day
What we set up
The concrete work behind a score sales trusts.
Define sales-ready with sales, not marketing
We sit down with the sales team to define what a real sales-ready lead looks like: the job titles, company size, or industry fit that matter, and the actions, like a demo request or repeat pricing-page visits, that show genuine intent.
Build the scoring property and the workflow
We build the custom scoring property and the HubSpot workflow that runs it, adding points for fit and engagement signals and subtracting points for negative signals like a personal email domain or a long stretch of no activity. Where the account has multiple product lines, we build separate scoring logic for each, since a fit signal for one product can be irrelevant for another.
Wire the threshold to a real handoff
Crossing the agreed score threshold changes the contact's lifecycle stage and fires a notification to the right rep, so a lead that becomes sales-ready gets a human response instead of sitting unnoticed in a list.
Validate against real closed deals
Before it goes live, we run the model against a sample of your actual closed-won and closed-lost contacts and adjust the point values anywhere the model would have scored a real customer too low, or a dead lead too high.
How this engagement is scoped
Prerequisites and access
We need HubSpot access at a tier that supports custom scoring properties and workflows, and time from sales to define what a qualified lead actually looks like. We can help draft that definition, but the final call belongs to sales.
What's delivered
A documented scoring model with its point values explained, a live workflow running it, and a lifecycle-stage automation that hands a sales-ready lead to the right rep.
The acceptance test
A seeded test contact is walked through the scoring logic by hand, then confirmed to cross the threshold and trigger the expected lifecycle change and rep notification exactly as designed.
Out of scope
HubSpot's own built-in predictive scoring, a machine-learned feature available on higher tiers, building the marketing content that generates the engagement signals, and cleanup of unrelated CRM data are not part of this job. If sales later decides the threshold is off, adjusting the point values is a quick follow-up rather than a full rebuild.
How the engagement runs
01
Discovery with sales
We define the fit and intent signals together with the sales team and agree on a threshold that actually reflects a lead worth a phone call.
02
Build and validate
We build the scoring property and workflow, then run it against a sample of real past deals to check the point values before anything goes live.
03
Test and hand off
We seed a test contact through the full path, confirm the handoff fires correctly, and leave sales with a plain explanation of how the score works.
HubSpot lead scoring FAQ
This one varies with how many signals feed the model and how much of your HubSpot instance is already built out, so we leave the actual figure for your free proposal. It reaches you in a single business day, and there's no charge to get the work started.
Custom scoring properties and workflows live in HubSpot's paid Marketing or Sales Hub tiers, not the free plan, though the exact tier requirement can change. Tell us your current tier in the proposal and we'll confirm what's available before we scope anything.
HubSpot's predictive score, where it's available, is a machine-learned feature on higher-tier accounts that HubSpot builds and controls. What we build is a custom model made from criteria your own sales team defines and can see and change at any time.
They stay in a nurture track rather than getting sent to sales, so reps only see contacts worth a call. You decide, together with us, what that nurture track looks like for the leads that don't make the cut yet.
Often, yes, depending on which calendar or dialer tool you use and whether it has a native HubSpot integration. Tell us your stack in the proposal and we'll scope that connection alongside the scoring model, so a sales-ready lead lands directly on a rep's calendar rather than sitting in a list waiting to be noticed.
Build a lead score your sales team will actually use.
Tell us your current HubSpot tier, roughly how many contacts you manage, and what sales already qualifies leads on today. A free, scoped proposal will be ready for you in one business day.