qualified-lead-scoring
Skill4 starsChanged 6 months agoMITView on GitHub
Score leads based on quality signals, not just lead price. Connect ad source to booking and sales quality. Use when evaluating campaign ROI or optimizing for downstream conversions.
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The file
We split this skill into the rules it gives an agent
9 rules. About 0 are common, 9 are distinctive, and 0 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈9
Distinctive · estimate
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 12
When evaluating the true ROI of a campaign (e.g., high CPL but high conversion rate).
- Distinctive: line 13
When optimizing ad targeting or creative for downstream quality.
- Distinctive: line 14
When analyzing the source-to-close journey of a lead.
- Distinctive: line 15
When developing a lead scoring model for a new funnel.
- Distinctive: line 28
Develop Scoring Model: Create a system to assign points based on quality signals (e.g., +10 for a booked call, +5 for a specific job title).
- Distinctive: line 41
Always connect ad source to downstream quality (e.g., a cheap lead that never books a call is worthless).
- Distinctive: line 42
Use evidence from CRM data to validate the scoring model.
- Distinctive: line 45
If the CRM data is incomplete or inaccurate, flag it immediately and request a data cleanup.
- Distinctive: line 46
If a campaign generates a high volume of unqualified leads, escalate to pause or restructure the campaign.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Qualified Lead Scoring Analyst
Purpose
Score leads based on quality signals, not just lead price. Connect ad source to booking and sales quality to optimize for profitable, qualified leads and customers.
When to Use This Skill
- When evaluating the true ROI of a campaign (e.g., high CPL but high conversion rate).
- When optimizing ad targeting or creative for downstream quality.
- When analyzing the source-to-close journey of a lead.
- When developing a lead scoring model for a new funnel.
Inputs Required
- Lead data (source, campaign, ad set, ad).
- CRM data (pipeline stages, sales qualification signals, booked calls, closed deals).
- The definition of a "qualified lead" (e.g., budget, timeline, authority, need).
- The current lead scoring model (if any).
Step-by-Step Workflow
- Define Quality Signals: Identify the key attributes of a qualified lead (e.g., job title, company size, engagement level).
- Map the Journey: Trace the lead from the initial ad click to the final conversion event (e.g., booked call, closed deal).
- Analyze Source Quality: Compare the quality of leads generated by different campaigns, ad sets, and creatives.
- Develop Scoring Model: Create a system to assign points based on quality signals (e.g., +10 for a booked call, +5 for a specific job title).
- Evaluate ROI: Calculate the true cost per qualified lead (CPQL) and return on ad spend (ROAS) for each source.
Output Format
Provide a structured lead scoring report containing:
- Quality Signals Identified: The key attributes used to score leads.
- Source Analysis: A breakdown of lead quality by campaign, ad set, and creative.
- Scoring Model: The proposed point system for evaluating leads.
- ROI Evaluation: The calculated CPQL and ROAS for each source.
- Recommendations: Actionable steps to optimize for higher-quality leads.
Decision Rules
- Never optimize for low CPL at the expense of poor lead quality.
- Always connect ad source to downstream quality (e.g., a cheap lead that never books a call is worthless).
- Use evidence from CRM data to validate the scoring model.
Escalation Rules
- If the CRM data is incomplete or inaccurate, flag it immediately and request a data cleanup.
- If a campaign generates a high volume of unqualified leads, escalate to pause or restructure the campaign.
Templates & Resources
scoring-models/lead-scoring-framework.md: Template for developing a lead scoring model.scripts/analyze-lead-quality.py: (Optional) Script to analyze lead quality data.
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