Tired of sifting through lukewarm leads? 😩 Let’s automate your lead scoring so you can focus on the hottest prospects! 🔥 This system analyzes form responses, calculates scores, and even sends you Slack notifications.
🧲 Why Automated Lead Scoring Matters
Imagine this: a flood of leads comes in, but you’re unsure who to contact first. Automated lead scoring acts like your personal assistant, ranking leads based on their answers. This means you’re always ready for that crucial call with a high-potential client.
🏗️ Building Your Scoring System
1. Craft Killer Questions 📝
Start with a form that asks the RIGHT questions. Think about what truly matters for qualifying a lead.
- Example: Instead of asking “What’s your budget?”, try “What’s your biggest marketing challenge?”. This reveals more about their needs and pain points.
💡 Pro Tip: Use a mix of question types (dropdowns, number fields, etc.) to gather diverse data.
2. Set Up Your Scoring Logic 🧮
Assign points to different answer choices based on their level of “hotness”.
- Example: For “Do you run an agency?”, “Yes” could be worth 2 points, while “No” gets 0.
🤯 Surprising Fact: You can use spreadsheet-style formulas (like IF statements) to create complex scoring rules!
3. Automate with Zapier 🤖
Zapier will be our magic wand for connecting the dots.
- How it works:
- A new form submission triggers the Zap.
- Zapier grabs the answers and calculates the total score.
- A Slack notification appears with the lead’s details and score.
💡 Pro Tip: Use Zapier’s Formatter to display currency values correctly (e.g., $10,000 instead of 10000).
🏆 Mastering Zapier’s Formatter
Zapier’s Formatter is your secret weapon for customizing your scoring system.
1. Dropdowns Made Easy
Use “Lookup Table” to assign scores to dropdown choices.
- Example: If the question is “Ready to scale your business?” and the answer is “Within a week”, you can assign a score of 2.
2. Taming Number Ranges
For questions with numerical answers, use “Spreadsheet-style formula” to create ranges.
- Example: For “How many clients do you have?”, you can assign 2 points for 25 or more clients, 1 point for 10-24 clients, and so on.
💡 Pro Tip: Remember to close all your parentheses in your formulas!
🎉 Reaping the Rewards
With your automated scoring up and running, you’ll:
- Instantly identify your hottest leads.
- Prioritize your outreach for maximum impact.
- Never miss out on a high-value opportunity again.
🚀 Ready to take action? Explore these resources:
- HighLevel: The all-in-one platform for marketing automation (use the link for a free trial!).
- Make: A powerful and affordable Zapier alternative.
- FREE GoHighLevel Course: Level up your marketing automation skills.
Now go forth and conquer those leads!
