← The method // method · 03 · scoring

Fit × Intent:
who to call first.

Your sales team has more leads than hours, so something decides who gets called first. In most companies that something is the clock. I replace it with two questions, and let the CRM ask them about every lead, every day.

01

Two questions,
four boxes.

Fit: is this the kind of company you win? Size, industry, budget, the things that don't change week to week. Intent: are they acting like a buyer right now? Pricing page visits, replies, coming back twice in a week. Put the two together and every lead lands in one of four boxes, each with its own job.

Fit ↑ size · industry · budget
High fit · low intentNurtureRight company, wrong moment. Stay useful until they're ready.
High fit · high intentCall todayRight company, buying now. These go to the top of every rep's list.
Low fit · low intentLeave itNo fit, no interest. No one on your team should spend time here.
Low fit · high intentAutomateInterested but not your best customer. Self-serve or automated follow-up.
Intent → pricing page · replies · repeat visits
02

What goes into
each score.

Each signal earns points, and a lead crosses into "high" at a threshold. The CRM adds them up as the signals arrive, so a lead can move boxes on its own the moment it visits your pricing page.

Fit · high at 5+
  • Company size in your sweet spot+3
  • An industry you've won before+2
  • Budget that fits your deal size+2
  • A role that can sign+1
Intent · high at 4+
  • Visited the pricing page+3
  • Replied to an email+3
  • Came back twice in 7 days+2
  • Opened an email, nothing else+0

Example weights. Yours come from what your closed deals actually have in common.

03

Newest-first
is a lottery.

Say 120 new leads come in a day, your team has 40 calls in it, and 10 of those leads are in the call-today box. Worked newest-first, the 10 are scattered through the list, so about a third of them get a call: 3. Sorted by score, all 10 are the first 10 calls, and there are still 30 calls left for the nurture box.

called todaynot reachedcall-today lead, calledcall-today lead, missed
Newest-first · 3 of 10 reached
Sorted by score · 10 of 10 reached

Illustrative numbers. Same team, same day, same leads. Only the order changed.

Roughly 30,000 contacts a month at Gold Tier Structures, out of 200K+ prospects reached, with deals from $15K to $250K+. The largest deal is worth more than sixteen of the smallest ($250K ÷ $15K ≈ 16.7). At that spread, the order of the call list isn't admin. It's the strategy.

Scoring goes live in the CRM by day 60. From then on every rep opens a list that is already sorted, with the top-right box on top. Nobody has to remember to do it.

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Want me to draw your engine?

20 minutes. Tell me how your team picks who to call today, and I'll show you which box your best leads are sitting in.

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