Lead Scoring Calculator

Scores a lead against your own criteria, keeps fit and engagement apart, and checks whether the tiers actually close at different rates.

Live output

Enable JavaScript to customise; default output below.

One a line as a label and points. Mark the ones this lead meets with a * at the start. Negative points for disqualifiers, which are usually more predictive than positive ones.

Kept apart from fit, because the right company doing nothing and an enthusiastic lead who cannot buy are different problems.

Live preview lead-score.txt
Score                             39.0 of 119.0 available
  as a share                      32.8%
  tier                            not yet qualified
  qualified at                    40.0
  sales ready at                  60.0

Fit against engagement
  fit                             25.0 of 58.0, 43.1%
  engagement                      14.0 of 61.0, 23%
  which is                        a lead whose fit and engagement roughly agree, which is the only case where a single score means much

Disqualifiers that applied
  Free email domain               -15.0

What is missing, largest first
  Booked a demo                   25.0 points, which would take the score to 64.0
  Clicked a pricing link          12.0 points, which would take the score to 51.0
  Industry we have references in  10.0 points, which would take the score to 49.0
  Replied to a sequence           10.0 points, which would take the score to 49.0
  Uses a competitor we replace    8.0 points, which would take the score to 47.0

Does the model separate anything
  not yet qualified               1.2% close rate, 0.39× the baseline
  qualified                       4.8% close rate, 1.55× the baseline
  sales ready                     14.5% close rate, 4.68× the baseline
  spread                          12.08× between the top and bottom tier
  verdict                         the tiers rise and the top closes at least twice the bottom, so the model is sorting on something real

The model
  criteria                        11
  met                             6
  positive points available       119.0
  negative points available       -15.0

The score is 39.0 of 119.0, which puts this lead in "not yet qualified".
The arithmetic is the easy part: whether the weights predict anything is
the question, and only close rates by tier can answer it.

The close rates above are the test. A model whose tiers close at similar
rates is sorting leads without predicting anything, and the fix is
fitting the weights to outcomes rather than adjusting the thresholds
until the tiers look balanced.

Fit and engagement answer different questions and should stay apart. A
perfect-fit company that has done nothing is a marketing problem; an
enthusiastic lead who cannot buy is a distraction. One combined number
describes both as average.

The disqualifiers did real work here. Negative points are usually more
predictive than positive ones, because "not obviously wrong" is a weaker
signal than "definitely wrong": a free email domain, a competitor, or a
country you cannot serve.

Engagement decays. An email opened nine months ago is not evidence of
anything, so points for behaviour need an age limit or the score drifts
upwards forever and every old lead eventually qualifies.

Thresholds are a sales capacity decision as much as a quality one. The
right qualified line is the one that produces roughly as many leads as
the team can call, and moving it is a staffing conversation rather than
a scoring one.

A model nobody uses is worse than no model. If sales ignore the tiers,
the argument is about trust rather than arithmetic, and the fastest way
to win it is showing the close rate by tier on their own historical
deals.

Output is valid and updates as you type.

Scoring a lead is trivial arithmetic: add up the points for what is true about them. The part that decides whether the score means anything is where the weights came from.

A model built by asking the sales team what a good lead looks like is a record of their opinion. It will sort leads into tiers, and the tiers will close at roughly the same rate. The only test is your own history: score the last few hundred closed deals as they were at the time and compare the close rate of each tier. If they do not separate, the model does not work, however sensible the criteria sound.

Two structural choices are built in. Fit and engagement stay apart, because the right company doing nothing and an enthusiastic lead who cannot buy are different problems and one number describes both as average. And negative points are supported, because disqualifiers predict better than positive signals: “definitely wrong” is a stronger signal than “not obviously wrong”.

How to use

  1. Write the fit criteria, one a line, as a label and points. Mark the ones this lead meets with a *.
  2. Do the same for engagement criteria, which are behaviours rather than attributes.
  3. Put in your close rate by tier from real closed deals. That block is the one that says whether any of this is worth doing.

Example

A lead meeting four fit criteria including one disqualifier, and two engagement criteria:

Score                             39.0 of 119.0 available
  as a share                      32.8%
  tier                            not yet qualified

Fit against engagement
  fit                             25.0 of 58.0, 43.1%
  engagement                      14.0 of 61.0, 23%

Disqualifiers that applied
  Free email domain               -15.0

What is missing, largest first
  Booked a demo                   25.0 points, which would take the score to 64.0
  Clicked a pricing link          12.0 points, which would take the score to 51.0

Does the model separate anything
  not yet qualified               1.2% close rate, 0.39× the baseline
  qualified                       4.8% close rate, 1.55× the baseline
  sales ready                     14.5% close rate, 4.68× the baseline
  spread                          12.08× between the top and bottom tier
  verdict                         the tiers rise and the top closes at least twice the bottom, so the model is sorting on something real

A twelvefold spread between the top and bottom tier is a model worth trusting. A spread of 1.2 would mean the scoring is an elaborate way of sorting a list alphabetically.

Pitfalls

A model not fitted to outcomes is an opinion. The close-rate block is not optional decoration. Without it there is no way to tell a predictive model from a confident one.

Fit and engagement are different questions. Keep them apart. A perfect-fit company that has done nothing is a marketing problem; an enthusiastic student is a distraction. Combined into one score, both look average.

Most models are missing the negative half. A competitor, a free email domain, a country you cannot serve, a job title that never buys. Disqualifiers do more work than any positive signal and most models have none.

Engagement decays. An email opened nine months ago is not evidence. Without an age limit the score drifts upwards forever and every old lead eventually qualifies.

Thresholds are a capacity decision. The right qualified line produces about as many leads as the team can call. Moving it is a staffing conversation, not a scoring one.

Adjusting thresholds does not fix a bad model. If the tiers do not separate, the weights are wrong. Moving the line only changes how many leads are mislabelled.

A model nobody uses is worse than none. If sales ignore the tiers, the problem is trust, and the fastest way to fix it is showing them the close rate by tier on their own deals.

Compatibility

Arithmetic in the browser: nothing is uploaded and nothing is stored.

Criteria are read from text so the model is yours rather than a fixed template. A line marked with *, x, +, [x] or yes counts as met, [ ] and an unmarked line do not, and the points are the last number on the line so a label may contain digits (“Company size 50 to 500: 15”).

Negative points are kept separate in the summary, so the available positive total is not distorted by disqualifiers, and the score can legitimately be lower than zero.

The verdict on the model has three states rather than two: tiers that rise with a spread of at least two times, tiers that rise weakly, and tiers that do not rise in order. The middle case is the common one and it is the one a single pass-or-fail check would report as a success.

Frequently asked questions

How many points should a criterion be worth?
Ideally in proportion to how much it lifts the close rate, which you get by measuring. Before you have that, keep the range narrow and the criteria few: an elaborate model with invented weights is harder to correct than a simple one.
What is a good spread between tiers?
The top tier closing at least twice the bottom is the minimum for the model to be doing anything. Three to five times is a model worth acting on; anything less and the thresholds are carrying the work.
Should engagement points expire?
Yes. Thirty to ninety days is common, depending on the sales cycle. Without expiry the score only ever goes up, and an old lead who read one email in 2023 eventually looks qualified.
Where does a demo request fit?
Usually as a large engagement score, or as an automatic jump to sales-ready regardless of score, because asking to be sold to is a much stronger signal than any attribute.
Can I use this without close rates?
You can score a lead, and the output will say plainly that it is arithmetic on an opinion. Getting the close rates is usually a couple of hours of work against the CRM and it changes what you do next.
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