This video discusses HubSpot's AI lead scoring feature, explaining how it works and its benefits.
Overview
Here's a breakdown of the key points:
-
AI vs. Manual Scoring: The video recommends using AI scoring to identify common criteria among contacts that might be overlooked with manual scoring.
-
AI Scoring Limitations: Currently, AI scoring is only available for contacts, not for companies or deals. It also offers separate "contact engagement" or "contact fit" scores, but not a combined score.
-
How AI Scoring Works:
-
You name the score and define the "start" and "end" life cycle stages.
-
The "start stage" is the initial lead stage (e.g., subscriber, lead).
-
The "end stage" is when a lead is most qualified (e.g., sales qualified lead, opportunity).
-
HubSpot analyzes interactions and property fields between these stages to find commonalities and suggest scoring criteria.
-
You set the timeframe for analysis, such as 365 days.
-
-
Processing Time: Creating an AI score can take time, potentially up to an hour, as HubSpot analyzes the data.
-
Benefits of AI Scoring: AI scoring helps identify unexpected commonalities among your leads, providing valuable insights for your lead scoring strategy.
Need help putting this into practice?
