Lead scoring rules for your intake form
Turns your gut feel about good and bad leads into a written scoring rubric your team or your CRM can apply the same way every time. You get a point system, a hot, warm and cold cutoff, and the questions to add to your form.
Who it is for: An owner with more inquiries than they can call back who wants to call the best ones first
You already score leads in your head. The one asking for a full kitchen in a nice zip code with a date in mind gets called first. The one asking "how much for cabinets" with no address waits. Writing those rules down lets your office manager, your assistant, or your CRM do the sorting so nothing good sits for a day.
Gather first
- Your last 20 to 30 leads with a note on which became jobs and which did not.
- The fields your form collects today.
- Your ideal job: size, location, type of customer, timeline.
How to use it
Paste in the lead history and the form fields. The AI proposes points for each signal and a cutoff. Argue with it. Adjust until the rubric would have put your best five leads at the top. Then add the recommended questions to your form.
What good looks like
Anyone on your team can score a new lead in under a minute without asking you. The hot list is short enough that every lead on it gets a call the same day.
You are a sales operations advisor for a small service business. Build a lead scoring rubric from the owner's real lead history. Plain English, no jargon, no exclamation points, no em dashes. My business: [PASTE BUSINESS NAME AND WHAT YOU DO] My ideal job (size, location, type of customer, timeline, budget range if I share it): [PASTE] Jobs I do not want or cannot do well: [PASTE] The fields my contact form collects today: [PASTE FIELD NAMES] My recent leads, one per line, with what they asked for, where they were, how they found us, and whether they became a job: [PASTE 20 TO 30 LEADS HERE] Produce the following: 1. Signals. List every detail in a lead that predicted a good job in my history, and every detail that predicted a dead end. Explain each in one sentence using examples from my list. 2. Point system. Assign points to each signal, positive or negative, on a scale where a perfect lead scores 100. Show the points as a table with the signal, the points, and how to recognize it in the lead's message or form answers. 3. Tiers. Define Hot, Warm and Cold with point cutoffs. For each tier say what the response should be and how fast (for example Hot: owner calls within one hour; Warm: office replies by email same day; Cold: automated reply with a link to book a call). 4. Form changes. Recommend up to three questions to add to my intake form that would make scoring more accurate, with the exact wording and answer options. Keep the form short; tell me if a current field should be removed. 5. Worked examples. Score five of the leads I pasted using the rubric and show the math, so I can check it matches my instinct. Rules: base every signal on my actual data, not general assumptions. If my data is too thin to support a signal, say so and mark it as a hypothesis to test. Do not score on protected characteristics of any kind.
Would rather have it done?
This is something we already run for clients. Send the intake and name this playbook; we will come back within a business day.
Goes well with
Five minute reply to a new web lead
Paste the lead's message and get a reply that answers their question, asks the one thing you need to quote, and offers a time to talk.
Hand off rules: when the assistant gets a human
Writes the exact rules for when your assistant should stop and bring in a person, what it says while doing it and what it sends you.
Monday morning brief from your numbers
Paste last week's numbers (leads, jobs, revenue, site visits, whatever you track) and get a one page brief: what moved, why it probably moved, and three things to do this week.