ABCDEFGHIJKLMNOPQRSTUVWXYZAAAB
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How to use this sheet:
1. Each column has 5 cells for whatever criteria you want to score.
2. Fill in each column accordingly. If you leave all cells for '20' blank, then the maximum score for this criteria will be '15' and it will be reflected in the 'Max Score'.
3. 'Years at company' and 'Year Founded' should be ranges like 0-5 or 2016-2021, without spaces.
4. The dropdown lists in 'Add Lead' for Purchasing authority and Social Networking Activity are based on the columns here and will be updated when you fill in the criteria.
5. For columns under 'Implicit Data', write 'TRUE' in one of the cells corresponding with the score you want to assign.
6. Scores assigned to columns X:AB will be deducted from the total.
** NOTE: You can change the implicit data to be recorded. The headers in 'Add Lead' and 'Lead Data' will be updated accordingly.
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Max Score:0
(the maximum score attainable by a company based on the information here, automatically updates based on the first value in each column)
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DEMOGRAPHICS
FIRMOGRAPHICS
POSITIVE IMPLICIT DATA
NEGATIVE IMPLICIT DATA
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SCORE
(You can change these scores if you like)
Job TitlePuchasing AuthorityYears at companySocial Networking activityCompany SizeIndustryYear FoundedLocationTypeSpecialtiesContent DownloadRequest for Call BackViewed Web Page - ProductViewed Web Page - PricingViewed Web Page - ReviewViewed Web Page - Blog PostMultiple Web Page Visits Per WeekEmail - OpenedEmal - Clicked LinkEmail - ForwardedSocial Media - Follows Company PageSocial Media - Positive CommentEmail - UnsubscribeWebsite - Viewed Non-Product PageWebsite - No Activity for 30 DaysEmail - Spam ComplaintSocial Media - Negative Comment
7
25
8
25
9
25
10
25
11
25
12
20
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20
14
20
15
20
16
20
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15
18
15
19
15
20
15
21
15
22
10
23
10
24
10
25
10
26
10
27
5
28
5
29
5
30
5
31
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