This video discusses HubSpot's AI lead scoring feature, explaining how it works and its benefits.
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.