So, you want to stop wasting time on leads that go nowhere—and actually close more deals without babysitting every new signup. This guide is for sales and marketing folks who are tired of guesswork, tired of “maybe” leads, and just want a reliable way to focus on the right people. We’ll walk through how to automate lead scoring workflows in Mantiks so you can get out of spreadsheets and into more productive conversations.
Why bother with automated lead scoring?
Manual lead scoring is a chore. It's slow, inconsistent, and usually ends up either too simple (“Did they open an email? +10 points!”) or way too complicated (twenty criteria, nobody remembers them). Worse, good leads slip through the cracks, and your team wastes time on people who’ll never convert.
Automated lead scoring fixes that—if you do it right. Mantiks gives you a toolkit for setting up rules, triggers, and workflows that do the heavy lifting. But here’s the thing: no tool is magic. Garbage in, garbage out. The key is to keep your scoring clear, stick to signals that actually matter, and keep tweaking as you learn.
Step 1: Define what a “good lead” actually looks like
Before you touch Mantiks, get your team in a room (or a Slack channel) and agree on what makes a lead worth chasing. Skip this, and you’ll end up automating busywork.
Questions to ask: - What traits do our best customers share? (Industry, company size, job title, etc.) - What actions predict a real sales conversation? (Demo requests, pricing page views, product usage) - What’s a red flag that means “don’t bother”? (Personal emails, student accounts, no budget, etc.)
Pro tip:
Don’t overthink it. Start with 3-5 criteria. You can always add more later.
Step 2: Map your data sources and signals
Mantiks can pull data from CRMs, website activity, emails, product logs, and more. The catch? If you feed it junk—or miss a key source—your scoring won’t mean much.
Checklist: - CRM fields (job title, company size, lead status) - Web analytics (page visits, content downloads) - Email engagement (opens, clicks, replies) - Product usage (signups, feature adoption, trial activity) - Enrichment tools (Clearbit, LinkedIn, etc.)
If you’re missing crucial data, fix that first. Patchy data leads to patchy results.
Step 3: Set up your scoring rules in Mantiks
Now, log into Mantiks and set up your first scoring model. Here’s the no-nonsense way:
3.1. Create a new scoring workflow
- Go to “Workflows” and click “New Workflow.”
- Pick “Lead Scoring” as your workflow type.
3.2. Add your key criteria and weight them (don’t get cute)
- For each criterion (like “job title = VP or above”), add a rule.
- Assign points based on what matters most. More points = more important.
-
Example:
| Rule | Points | |------------------------------|--------| | Job title: VP or C-level | +20 | | Industry: SaaS | +10 | | Viewed pricing page | +15 | | Opened 2+ emails | +5 | | Used core feature in app | +20 | | Personal email (Gmail, etc.) | -15 |
Don’t:
- Add a dozen tiny signals just because you can. Keep it simple.
- Assign points randomly. If you’re not sure, start small and adjust.
Do:
- Use negative points for red flags.
- Make sure you’re not double-counting the same action in two different rules.
3.3. Set thresholds for “hot,” “warm,” and “cold” leads
- Decide what score means “ready for sales” vs. “needs more nurture.”
- Example:
- 40+ points = Hot
- 20-39 = Warm
- <20 = Cold
Keep these ranges flexible while you learn what actually works.
Step 4: Automate actions based on lead scores
Here’s where the magic happens: let Mantiks trigger actions so your team doesn’t have to babysit every contact.
4.1. Auto-assign leads to the right rep or team
- Set a rule: If lead score ≥ 40, assign to sales rep for follow-up.
- Lower scores? Drop them into a marketing nurture sequence.
4.2. Trigger notifications and tasks
- Slack/Teams alert for “hot” leads.
- Create a follow-up task in your CRM.
- Send a personalized email (but skip the generic “Hey, just checking in…” nonsense).
4.3. Sync with your CRM or marketing tools
- Make sure scores update in real time—no “refresh to see new score” nonsense.
- Push scores and statuses back to Salesforce, HubSpot, or whatever you use.
Pro tip:
Don’t automate outreach to everyone—just the ones who are actually showing buying signals. Otherwise, you’ll annoy people and trash your domain reputation.
Step 5: Test, watch, and keep tweaking
No lead scoring model works perfectly out of the gate. Set it, watch what happens, and adjust.
What to track: - Are high-scoring leads actually converting? - Are any great leads slipping through as “cold”? - Is your sales team happy with the lead quality (or quietly ignoring your system)?
How to improve: - Meet with sales monthly to review which signals actually predicted a win. - Drop dead-weight criteria that make no difference. - Add new signals only if you’re sure they matter.
Ignore:
- “Best practice” templates that don’t fit your business.
- Fancy machine learning features unless you have the data (and the patience) to actually use them.
Step 6: Avoid common lead scoring traps
Even with Mantiks, it’s easy to overcomplicate things or get distracted by shiny features. Here’s what to watch out for:
- Too many rules: If your team needs a cheat sheet to understand scoring, it’s too complex.
- Ignoring the feedback loop: If you never check whether your “hot” leads convert, you’re flying blind.
- Scoring based on vanity metrics: Page views and email opens are easy to track, but they don’t always mean intent.
- Automating bad outreach: Personalization matters. Don’t spam everyone who crosses a threshold.
Step 7: Keep it simple, and iterate
If you remember one thing, make it this: simple beats fancy. Get the basics working, watch what happens, and improve from there. Don’t fall for hype about “AI-powered” scoring if you’re not even sure which leads are good yet.
Automated lead scoring in Mantiks can save you hours and help you focus, but only if you keep your eyes open and adjust as you go. Start small, measure what matters, and keep tuning until your sales team actually wants to use the leads you send them.
That’s how you turn automation from a buzzword into something that actually helps you close more deals.