If you’re drowning in leads but can’t tell the good ones from the tire-kickers, you need a smarter way to sort them out. Automated lead scoring is supposed to help, but most guides are either too vague or read like they’re written by robots. This one’s for real humans who want to use Getctrl to set up lead scoring that actually works—and don’t want to waste time with fluff.
Whether you’re in sales, marketing, or just stuck doing both, this guide will walk you through setting up automated lead scoring in Getctrl step by step. I’ll point out what actually matters, what’s just hype, and how to avoid the classic traps.
Why bother with automated lead scoring?
Quick reality check: lead scoring is not magic. It won’t close deals for you. But it can help you spend time on the right people instead of chasing ghosts. Automating it means you don’t have to manually review every new lead, which is a huge time-saver—assuming you set it up right.
What you’ll need
Before you start, make sure:
- You have admin access in Getctrl.
- Your leads are coming into Getctrl regularly (via forms, integrations, imports, whatever).
- You know what a “good lead” looks like for your business—or at least have a guess.
If you’re unclear on your ideal customer, take an hour and hash that out first. No tool can fix a fuzzy target.
Step 1: Map out what makes a good lead for you
This is the most important step, and the one most people rush. Don’t.
- Ask sales: Who actually buys? What do they have in common?
- Look at data: Are there fields or behaviors your best customers share?
- List your criteria: Things like company size, job title, industry, email domain, number of website visits, or specific actions (like signing up for a demo).
Pro tip: Less is more. Don’t get fancy with 20 different criteria. Start simple—three to five signals is plenty.
Step 2: Log in and find the lead scoring section
- Log into your Getctrl dashboard.
- Go to the Automation or Lead Management menu (names change depending on your setup).
- Look for Lead Scoring or similar. If you don’t see it, check your plan; some features are paywalled.
If you’re lost, use the search bar in Getctrl—it’s actually decent.
Step 3: Choose your scoring model (don’t overthink it)
Getctrl usually offers two flavors:
- Rule-based scoring: You set rules (if X, add Y points).
- Predictive/machine learning: The system guesses for you based on your data.
Honest take: Unless you already have thousands of leads and clean historical data, predictive scoring is often just a black box. Start with rule-based. You can always switch later if you’re feeling brave.
Step 4: Set up your scoring rules
This is where most people get overwhelmed. Don’t fall for the “score everything” trap.
- Pick your signals: Start with 3-5 things that actually matter. Example:
- Email is from a business domain (not Gmail): +10 points
- Job title includes “Manager” or above: +15 points
- Downloaded a whitepaper: +10 points
- Visited pricing page: +20 points
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Company size > 50 employees: +10 points
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Assign points: Higher points mean more important. Don’t stress about perfect math—you’ll adjust later.
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Add negative scores: If something’s a red flag (like “student” in job title), subtract points.
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Set up in Getctrl:
- Click “Add Rule” or similar.
- Define the field or behavior, choose the condition, and assign points.
- Repeat for each rule.
Ignore: Vanity signals. Just because you can score based on time of day, doesn’t mean you should.
Step 5: Decide what happens when a lead hits a score
The score alone is useless unless it triggers something.
- Set a “qualified” threshold: e.g., 50 points = ready for sales.
- Create an automation: In Getctrl, set up a workflow that:
- Notifies a sales rep or team.
- Moves the lead to a new stage or pipeline.
- Sends a personalized email (but don’t spam—nobody likes that).
- Test it: Run a few dummy leads through to make sure the automation actually fires.
Pro tip: Start with just notifying a human, not full automation. See how the scoring feels before you let the robots run wild.
Step 6: Test with real leads (and watch for false positives)
Don’t walk away yet. Watch what happens over the next week or two.
- Are junk leads getting high scores? Tweak your rules.
- Are great leads slipping through? See what you’re missing.
- Talk to your sales team. Are the “qualified” leads actually better?
What to ignore: Fancy dashboards or “lead grading” schemes until your base scoring works. You can add complexity later.
Step 7: Iterate and improve
No one gets it perfect on the first try—not even the vendors who sell this stuff.
- Check back monthly. Are you seeing more good leads at the top?
- Adjust points or add/remove rules as you learn.
- If you’re drowning in leads, raise the threshold. If nothing’s getting through, lower it.
Optional: Once you’ve got a handle on rule-based scoring, try out Getctrl’s predictive scoring—if you have enough quality data.
Step 8: Keep it clean and simple
Lead scoring is supposed to make your life easier, not add another pile of busywork. Here’s what to keep in mind:
- Don’t add rules just because you can. Every rule should have a reason.
- Review your scoring setup quarterly, not every week.
- Document your rules somewhere that doesn’t disappear if you leave.
What works (and what doesn’t)
Works: - Starting simple and adjusting as you go. - Getting input from sales—they’re the ones who know what matters. - Automating notifications, not just assigning scores.
Doesn’t work: - Blindly trusting “AI” or predictive scoring from day one. - Ignoring feedback from real users. - Over-engineering—nobody has time to manage 20 scoring rules.
Wrapping up
Automated lead scoring in Getctrl isn’t rocket science, but it does take a bit of thought upfront. Start small, keep your rules simple, and don’t be afraid to tweak as you learn. The point is to help you focus on the leads that are actually worth your time—not to build the world’s fanciest scoring system.
If you’re ever in doubt, ask yourself: does this rule help me find better leads, or am I just adding noise? Stick to what works, skip what doesn’t, and keep things moving. That’s how you’ll get the most out of Getctrl without losing your mind.