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CRM30 minIntermediate

Lead scoring: let hot leads raise their hand

Score behavior so the hottest leads surface automatically, and your team spends its energy where the money already is.

  1. 1

    Pick five signals that matter

    Score what predicts buying in YOUR business: replied to a message, clicked a pricing link, visited the booking page, submitted a form, opened three emails in a week. Skip vanity signals.

  2. 2

    Weight them honestly

    A reply is worth more than an open. Example: reply +15, booking page click +10, form +10, email open +2, no activity 14 days -10.

  3. 3

    Implement with workflows

    Use GHL’s scoring (Settings, then Scoring where available) or workflow-managed score fields: each trigger adjusts the value. Keep the rules in one documented place.

  4. 4

    Define the threshold action

    Crossing the hot line should DO something: tag hot-lead, alert the assigned rep, create a call task. Use the Hot Lead Alert prompt in the library for the full build.

  5. 5

    Calibrate monthly

    Look at last month’s closed deals: did they score high before closing? If cold deals closed and hot ones stalled, reweight the signals.

Do it with Claude

Ask Claude to backtest: pull won deals through the MCP and check what behaviors they shared before closing. That evidence beats guessing at weights.

Watch out for

  • Twenty micro-signals nobody can reason about; five good ones win.
  • A score that rises forever with no decay, so ancient leads look hot.