Lessons  ·  Lesson 03

Lead scoring and handover

The machine ends where a human starts. Most sequences never build that ending, so leads circle forever and nobody ever calls them.

Part 1

What makes a lead worth a call

Not a score. A behaviour. Somebody who opened the pricing page twice and replied to a message is worth a call. Somebody who accumulated points by opening newsletters for a year is not, and a scoring model that cannot tell them apart is producing a number rather than a decision.

Write down the three behaviours that would make you personally pick up the phone, and start there.
Part 2

Scoring without inventing numbers

Most scoring models assign points that nobody ever validated: ten for an open, twenty for a click, fifty for a demo. The numbers feel precise and were guessed. That is fine as a first pass and dangerous once people start trusting the total.

Check whether your score predicts anything by looking backwards at last quarter’s closed deals. If it does not, it is decoration.
Part 3

The handover that does not get dropped

A handover needs an owner, a deadline and a visible queue. An email to a shared inbox is not a handover, it is a hope. The most expensive failure in lifecycle marketing is a warm lead that arrived correctly and was never picked up.

Measure the time between the trigger firing and a human replying. That single number tells you whether the machine is worth running.
Part 4

Measuring the sequence, not the send

Open rates measure a send. What you want is the share of people entering the sequence who reach the outcome, and how long it takes them. Those two numbers survive changes in tooling, inbox behaviour and image blocking.

Report entry to outcome and time to outcome. Keep open rate as a diagnostic, never as a target.
Next step

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