RE Agent Lead Scoring Template Example.xlsx

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2	Real Estate Agent 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	Household income > $100K/yr	20	0	0
6	Credit Score > 650	10	0	0
7	Budget > $400K	15	0	0
8	Buying timeline < 3 months	15	0	0
9	School-age children	5	0	0
10	Requesting lower commissions	-10	0	0
11	Submitted contact us form	15	0	0
12	Referred by past client	10	0	0
13	Open 50%+ of marketing emails	10	0	0
14	Downloaded brochure	10	0	0
15	Watched case study video	10	0	0
16	60+ days of inactivity	-10	0	0
17	Possible Score	100	Total Score	0
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