If your sales team is chasing every lead the same way, you’re wasting time and losing deals. Lead scoring helps you figure out which prospects are worth your attention—and which ones are just window shopping. This guide breaks down, step by step, how to set up lead scoring in Workwithpod so you can focus on leads that actually close. If you’re responsible for sales ops, revenue, or just sick of your team spinning their wheels, keep reading.
Why Bother With Lead Scoring?
Here’s the deal: most leads aren’t ready to buy. Some never will be. Lead scoring separates the serious buyers from the time-wasters. When done right, your sales team stops guessing and starts prioritizing.
But before you jump in, know this: lead scoring isn’t magic. It won’t fix bad messaging or a lousy product. But it does help your reps focus.
Step 1: Get Clear on What a “Good Lead” Looks Like
Don’t touch a single setting in Workwithpod until you know what you’re looking for. What makes a lead valuable at your company isn’t universal.
Questions to ask: - What’s our ideal customer profile? (Think industry, company size, budget, pain points.) - Which leads usually close fastest—or spend the most? - Who wastes our time? (If you have old data, check which deals stalled or ghosted.)
Pro tip: Talk to your best sales reps. They’ll tell you which leads are gold and which ones always flake.
Step 2: Identify the Data You Can Actually Use
Lead scoring only works if you have the data. Workwithpod can track a ton, but useless fields don’t help.
Common scoring criteria: - Firmographics: Company size, industry, revenue. - Demographics: Title, decision-making power. - Engagement: Email opens, site visits, downloads. - Source: Referral, ad campaign, inbound request.
What to skip: Don’t bother with vanity fields (like “favorite color” or “number of pets”—seriously, I’ve seen it). Only use data you capture reliably.
Step 3: Map Out Your Scoring Model
You need to decide how you’ll score leads before you mess with Workwithpod settings.
Simple scoring still works: - Assign points for positive traits (e.g., +10 if company is in your target industry). - Subtract points for red flags (e.g., -5 if they’re a student, not a buyer). - Engagement is good, but don’t overweight it—someone opening every email might just be curious, not a decision maker.
Example:
| Criteria | Points | |--------------------------|----------| | Company size > 100 | +10 | | Industry = SaaS | +8 | | C-level title | +10 | | Downloaded pricing PDF | +5 | | Used personal email | -7 | | Unsubscribed from emails | -10 |
Pro tip: Keep it simple. If you need a calculator to explain it to sales, you’ve gone too far.
Step 4: Configure Lead Scoring in Workwithpod
Now, open up Workwithpod and get to work.
4.1 Access Lead Scoring Settings
- Go to your dashboard.
- Head to the “Settings” menu.
- Find “Lead Scoring”—usually under the CRM or Sales Automation section.
If your account doesn’t have lead scoring, check your plan. Some features are hidden behind paywalls.
4.2 Add Your Scoring Criteria
- Click “Add Rule” or “New Criteria.”
- For each rule:
- Name it clearly (e.g., “Target Industry”).
- Select the field (e.g., “Industry”).
- Set the condition (e.g., “equals SaaS”).
- Assign points (positive or negative).
- Repeat for each data point from your model.
Don’t overcomplicate it. Start with 4-6 rules. You can always tweak later.
4.3 Set Score Ranges for Prioritization
Decide what score makes a lead “hot,” “warm,” or “cold.” Example:
- Hot: 20+ points
- Warm: 10–19 points
- Cold: <10 points
Label these in Workwithpod. This way, reps can sort leads at a glance.
4.4 Test With Real Leads
- Run the scoring model on your existing leads.
- Check if it matches your gut feel: Are the “hot” leads the ones you’d want to call first?
- If not, adjust the point values or criteria.
Pro tip: Don’t just trust the numbers—sanity check with your team.
Step 5: Automate Routing and Alerts (Optional, but Handy)
Workwithpod can do more than just score leads. Use automation to save your reps’ time.
- Auto-assign hot leads: Send high scorers straight to your best closers.
- Set up alerts: Notify reps when a new hot lead pops up.
- Trigger nurturing: If a lead cools off, kick off a drip sequence or re-engagement campaign.
Don’t get too clever here—automation is helpful, but keep humans in the loop for big deals.
Step 6: Train Your Team and Get Feedback
Even the best lead scoring is useless if sales ignores it.
- Walk the team through what the scores mean and how to use them.
- Show how to sort and filter by lead score in Workwithpod.
- Get feedback after a week or two: Are the scores right? Are good leads being missed?
If reps keep ignoring the scores, something’s off—ask why.
Step 7: Review, Adjust, and Keep It Simple
Every scoring model needs a tune-up. Once a month, look at your closed deals:
- Did your scoring predict which leads closed?
- Are any criteria useless or misleading?
- Is the “hot” threshold too high or low?
Tweak your rules based on real results. Don’t let things get stale—or so complicated nobody understands them.
What Actually Works—and What to Ignore
- Works: Simple models based on real rep feedback. A few clear rules, regularly reviewed.
- Doesn’t work: Overly complex formulas, scoring based on fluffy data, or “set and forget” attitudes.
- Ignore: Vendor promises that AI or “predictive” scoring will do the work for you automatically. Maybe someday, but today, humans still know best—especially in B2B.
Keep It Simple and Iterate
Lead scoring in Workwithpod can save your sales team hours—if you keep it straightforward and treat it as a living process. Start small, get feedback, and don’t be afraid to tweak. Overcomplicating things is the fastest way to kill adoption.
Remember: the goal isn’t perfect scores—it’s more time spent with real buyers and less time chasing ghosts. Get your model live, watch what happens, and adjust. That’s how you win.