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IN THIS ISSUE 🌱

Good Morning {{first_name}}!

It’s Wednesday - and that means it’s time for your Property Playbook - an issue where we dig the properties!

After Monday’s issue on AI in CRMs, I went and checked whether the free scoring tool already sitting in HubSpot was even turned on. Well, mine isn’t. And I only know one client who is actively using it.

Today, we are talking about HubSpot Score, the property nobody opens after onboarding week. And it’s so good when used with HubSpot forms, tracking pixels and notifications to sales - with a proper MQL/SQL definition, of course.

Let's get into it.

LET’S GET SCORING!

FIELD SPOTLIGHT
Object: Contact

The HubSpot lead scoring tool lives on the contact record. Last year, the old lead scoring tool was retired and replaced with an AI tool. It can be a bit temperamental, but it works - mostly.

It is a points-based number meant to capture sales readiness, built from positive and negative criteria you set inside the Lead Scoring tool, things like job title, page visits, email engagement, and form fills.

And this is where it gets tricky - if you don’t set those parameters and processes before you implement, the whole thing becomes a big mess.

AI-INFLUENCED LEAD SCORING 🌊

THE IGNORED FIELD
This existed long before the AI wave…

It’s interesting because the lead scoring tool in HubSpot - at least the older version - is much older than AI. In fact, this has been around for quite some time but it’s a feature that no one pitches anymore because there are so many fancy AI solutions to pick from now.

The lead scoring tool just sits there, configured once at onboarding and never revisited as your ICP or sales process evolves.

In the portal I pulled for this issue, Lifecycle Stage sits at a clean 100% fill. HubSpot Score sits at 0%, with zero workflow or list usages attached. Every contact wears a qualification label.

Hint: you can score segments, so you can treat warm leads, cold leads, customers, clients, subscriptions, inbound, and outbound completely differently.

Process and naming convention here.

SIGNALS TELL YOU WHERE A LEAD IS IN THE FUNNEL

WHAT IT SIGNALS
Lifecycle stage shouldn’t be ‘it’ to judge the lead journey

Someone, or some workflow trigger, is moving contacts into MQL and SQL off a single action, a form fill, a meeting booked, rather than an accumulated pattern of buying behaviour.

This is common automation logic - and a problem.

This means sales treats that label as proof of readiness when it is really just a timestamp with a fancier name.

This is where lead scoring comes in handy. A lead can show intent right away due to urgency, but can also be in the research phase - and not show intent for another 18 months. Lead scoring helps you capitalize on it when it happens.

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THREE PLAYS TO RUN THIS WEEK ⚡

YOUR HOMEWORK THIS WEEK
Here’s what to do this week

  1. Build score criteria around three to five real buying signals specific to your business, not a generic template. What actually works in the sales process? What signals are high-intent vs. generic?

  2. Build a workflow that only moves the lifecycle stage once the HubSpot score crosses your threshold, replacing whatever single action is doing that job now. For example, if a prospect has viewed a pricing page 4 times in a week, move them from MQL to SQL.

  3. Add a decay rule that subtracts points after 30 days of silence, which doubles as an early churn flag on quiet existing accounts. Decay helps keep your lead scoring’s integrity.

44FJORD COMMUNITY

WHAT’S HAPPENING INSIDE OF 44FJORD
Looking for a partnership?

If this is the conversation you have been putting off, 44fjord works with teams to build the foundation that makes these numbers trustworthy. If you want to talk about what a partnership could look like, reach out to the team using the contact form on 44fjord.com/contact

CLOSING THE LOOP
💡 Final Thoughts

TL;DR

The lead score is the tool that gives you accuracy in your lifecycle stages. A lifecycle stage with no score behind it is a guess wearing a label, and no AI tool bolted on top of that guess will ever qualify someone better than the data underneath it.

P.S.

Is your HubSpot Score sitting at zero too?

Reply yes or no, I am collecting data for a future issue.

Until next time!
Ships three times a week.

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