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Glossary · Workflow

Lead Scoring

The discipline of ranking prospects by likelihood-to-buy before spending outbound effort on them — produces a prioritized call sheet instead of a flat list.

Lead scoring takes the underlying signals about a prospect — for an agency, things like website presence, review count, ad-pixel presence, hiring activity — and reduces them to a single number that sorts the call sheet. The agency owner's Friday-afternoon question becomes 'who do I call first?' instead of 'who am I going to skip?'

Two scoring philosophies exist. Heuristic scoring uses fixed weights derived from human judgment ('25% review count, 20% no website, 15% page speed...') and works well at the start of an agency's data journey when there are no closed-won outcomes to train against. Statistical scoring uses logistic regression or a tree model trained on actual close-rate data and outperforms heuristic once the agency has 50+ closed-won outcomes per vertical.

Most local-services agencies live on heuristic scoring for their first two years, then migrate as they accumulate enough outcome data to train against. The discipline matters more than the algorithm — applying the same score to every prospect is what makes the call sheet repeatable.

Put it into practice

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