Financial Services Lead Scoring Template Example.xlsx

	A	B	C	D
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2	Financial Services Lead Scoring Template
3	Step 1: List each criterion	Step 2: Assign a positive or negative weight to each criterion	Step 3: Enter "1" if the lead has earned the criteria points	Step 4: Monitor the lead's total score
4	Criteria	Weight	Completed	Points Earned

5	Age = 50–80	20	0	0
6	Location = USA	15	0	0
7	Income > $200K/yr	15	0	0
8	Net worth = $1 million+	20	0	0
9	Retiring urgency < 3 years	15	0	0
10	Subscribed to email newsletter	5	0	0
11	Filled out contact us form	15	0	0
12	Knows current customer	5	0	0
13	Downloaded white paper	10	0	0
14	Opened sales promotion email	10	0	0
15	Unsubscribed from emails	-10	0	0
16	60+ days of inactivity	-20	0	0
17	Possible Score	100	Total Score	0
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