If your sales team is wasting time chasing dead ends, you’re not alone. Most CRMs are full of “leads” who’ll never buy. The real problem? You’re trying to qualify everyone manually. It’s exhausting. This guide is for anyone ready to let software handle the grunt work and help your team focus on leads that might actually turn into revenue.
I’ll show you how to set up automated lead scoring in Magicallygenius so you can stop guessing and start prioritizing. No fluff—just what works, what doesn’t, and how to avoid common traps.
Why bother with automated lead scoring?
Manual lead qualification is slow and full of bias. You lose good leads because they get buried under a pile of tire-kickers. Automated lead scoring helps your team:
- Focus on leads most likely to close
- Respond faster—no more slowpoke follow-ups
- Consistently apply your criteria (not just whoever yells the loudest)
But let’s be honest: automation isn’t magic. If you use bad scoring rules, you’ll still end up chasing bad leads—just faster.
Step 1: Get clear on what makes a good lead (for you)
Before you touch any software, figure out what a “qualified lead” actually is for your business. This is the part most people skip, and it’s why their scoring systems suck.
Start with these questions: - Who are your best customers? (Industry, company size, role, etc.) - What actions do real buyers take before they buy? (Request a demo? Download a white paper? Visit pricing page 3 times?) - What’s a big red flag? (Generic email, zero website activity, job title doesn’t match your buyer persona)
Pro tip: Don’t just copy a template. Your business is unique. If you’re not sure, talk to your best sales reps—they know what’s real and what’s noise.
Step 2: Map your lead data in Magicallygenius
Now, get your data house in order. Automated scoring is only as good as the data it can see.
Checklist: - Make sure your lead forms actually collect the info you need (job title, company, etc.) - Check integrations: If you’re importing leads from other tools (like LinkedIn or chatbots), does Magicallygenius get all the fields? - Review what’s missing—if you don’t have a field for “Company Size,” you can’t score on it
What to ignore: Don’t bother scoring on vague data (“Interested in learning more”). Stick with info you can actually verify—behavioral signals and firmographics.
Step 3: Build your lead scoring rules
This is where you turn your “what makes a good lead” notes into actual rules.
Magicallygenius uses a points-based system. You set up criteria, and it adds or subtracts points for each lead.
How to set up scoring in Magicallygenius: 1. Go to Settings → Lead Scoring. 2. Click “Add Rule.” 3. Choose your trigger (field match or behavior). 4. Assign a score (positive or negative). 5. Save and repeat for each rule.
Examples that work in most B2B setups: - +10 if job title contains “Director,” “VP,” or “Founder” - +8 if company size is 50-500 employees - +7 if lead visited your pricing page in the last week - -5 if email is @gmail.com or @yahoo.com - -10 if country is outside your target markets
Don’t overcomplicate: Start with 5-7 rules—otherwise, you’ll end up with a scoring Frankenstein that no one trusts.
Step 4: Test your scoring (and fix what’s broken)
Turn it on, but don’t go all-in just yet. Let the system run for a few days and see what pops up.
What to watch for: - Are your best leads getting high scores? If not, tweak your rules. - Are junk leads slipping through? Add more negative scoring. - Is your sales team ignoring the scores? Ask them why—maybe the rules don’t match their real-world experience.
Pro tip: Pull a list of the top 20 scored leads and check them manually. If half of them are garbage, your rules need work.
Step 5: Automate next steps for qualified leads
Scoring is only useful if you do something with it. In Magicallygenius, you can trigger actions based on a lead’s score.
Simple automations to set up: - Notify sales: Send an alert (Slack, email, whatever) when a lead crosses your “qualified” threshold. - Assign ownership: Route hot leads directly to a rep, not just into a generic pool. - Start a sequence: Automatically enroll high-scoring leads in a personalized email sequence.
What not to do: Don’t pester your leads with too many emails just because they have a high score. Qualification isn’t the same as interest. Use your human judgment, too.
Step 6: Review and adjust (no, really—do this)
Even the best scoring system will get stale. Markets change. Your product changes. Lead behavior shifts.
Set a calendar reminder to: - Review your top-scoring leads each month—are they converting? - Ask sales which leads are junk despite high scores - Retire rules that aren’t helping (or are just adding noise)
Shortcut: If you see your sales team ignoring scores, your system’s broken. Get their input, simplify, and try again.
What actually works (and what doesn’t)
Works: - Basing scores on real buying signals (not just form fills) - Negative scoring for obvious junk (free email, outside target market) - Keeping your rules simple and revisiting them regularly
Doesn’t work: - Overengineering your score with 20+ rules before you have data - Relying on automation alone—sales still needs to do the final qualification - Thinking you’ll “set it and forget it.” Sorry, doesn’t happen.
Keep it simple and iterate
Automated lead scoring in Magicallygenius can save your team hours and help you focus on leads that matter. But don’t get seduced by shiny dashboards or overcomplicated rules. Start small, get feedback, and adjust. The goal isn’t to have perfect scores—it’s to help real humans sell to real buyers, faster. That’s it.