Lead & Account Scoring

Lead Scoring Agent

Scores every lead weekly against ICP profiles and engagement signals, assigning a 0–100 score with a Hot/Warm/Cool band and a rationale, and surfaces the top-ranked leads with score-movement tracking.

Sales / Revenue OperationsSales Development RepSales Manager

0–100

Score per lead with Hot/Warm/Cool band

Weekly

Refresh with score-movement tracking

Top 10

Ranked leads surfaced with rationale

One lead, end to end

Weekly run in. Lead ranked Hot.

See the lead scoring agent take one mid-market lead from the weekly run to a Hot band with a rationale.

Lead LS-0412

Mid-market lead · Weekly scoring run

AI
Weekly refresh

Intake
Organize
Evaluate
Deliver

01 · Intake

Weekly run triggered

Scheduled cycle pulled the lead and current ICP profiles

New case

Run open

Lead: Mid-market lead · Scored in the prior run
Account source: CRM · Salesforce, HubSpot
Request: 0 to 100 score, band and rationale · Scheduled weekly scoring cycle

Case packet · 3 sourcesComplete

Incoming

CRMLead record from Salesforce or HubSpotReceived
ICP ProfilesCurrent ICP profiles and weightsReceived
Engagement & Activity SignalsThis week's activity and contentReceived

02 · Organize

Signals assembled

Fit, activity, content and source quality gathered

Pulled together

Signals ready

Firmographic fitMid-market lead compared to current ICP profiles
Recent activityThree emails opened this week
Content engagementTwo assets downloaded this week

Matched record

Lead: Mid-market lead
Profile: Current ICP profiles
Prior run: Last week's score on file
Source: CRM lead record

03 · Evaluate

Score assigned

New engagement lifted it 38 points into Hot

Checks applied

Scored

Firmographic fitLead fits the current ICP profileICP Profiles
Engagement signalsTwo asset downloads, three email opensActivity signals
Score movementUp 38 points since the prior runLead Score Records

Deciding finding

Movement drove the band

This week's engagement moved the lead up 38 points, enough to cross into the Hot band.

Band check

Band: Hot
Movement: +38 points

04 · Deliver

Ranked in this week's list

Surfaced among the top movers with a one-line rationale

Hot band

Hot, up 38 points this week

Two asset downloads and three email opens this week lifted the score, so reps can work this rising lead first.

Band: Hot
Movement: +38 points
Surfaced in: Top movers

Cited evidence

Engagement signals

2 assets, 3 emails

Rep action

Prioritize lead

Rising over static

Audit trail

Weekly scoring run started06:00
Lead and ICP profiles pulled06:01
Score and band assignedHot06:03
Ranked list surfacedTop movers06:04

Refreshed weekly with score-movement tracking

Illustrative case · sample data

Use Case 1

Weekly Lead Scoring Run

Trigger: Scheduled weekly scoring cycle

1.Pull all leads and current ICP profiles

2.Evaluate firmographic fit and engagement signals

3.Assign a 0–100 score and Hot/Warm/Cool band

4.Write a one-line rationale per lead

5.Track score movement since the prior run

6.Surface the top-ranked leads

✓

Reps work a ranked, rationale-backed lead list refreshed every week.

Use Case 2

Feedback-Loop Calibration

Trigger: A rep disputes a lead's score

1.Explain the score's drivers

2.Distinguish model signal from verified rep intent

3.Capture a disqualification tag with reason

4.Feed the outcome back into scoring

5.Down-weight similar misleading patterns

✓

Scoring improves over time as rep ground-truth corrects the model.

Integrations

CRM (Salesforce, HubSpot)

ICP Profiles

Engagement & Activity Signals

Dashboards & Charts

Lead Score Records

Industries

all

Built in ACTAVA

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Run this week's lead scoring.

Lead Scoring Agent

I scored all leads against the current ICP profiles and engagement signals, and I'm surfacing the top 10 ranked plus the biggest movers since last week. Nine leads jumped into Hot and three cooled.

1 / 3

Sample scenarios. Actions and outputs are illustrative.