HubSpot Lead Scoring: Strategy, Rookie Mistakes, + Tool Updates
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Liz Moorehead:Welcome back. We're all together again.
Chad Hohn:Yay. I'm here.
George B. Thomas:Mom. Feels like spending a minute.
Liz Moorehead:I know. How's the first weekend? Good.
Max Cohen:It was good.
Chad Hohn:But lovely.
Liz Moorehead:Okay. I gotta be honest, guys.
Max Cohen:I don't remember what they did.
Liz Moorehead:I don't know if we're all just, like, missing each other a lot, but y'all are way too polite right now.
George B. Thomas:She she's gonna say turn up the heat. Yeah. Uh-oh.
Liz Moorehead:Just a little bit.
George B. Thomas:Just a little bit.
Max Cohen:My weekend honestly. It was crazy.
George B. Thomas:There we go. Now we're back to the show.
Liz Moorehead:Yeah. Well, I had a really great burrito this weekend, so suck it, Max.
George B. Thomas:Oh. Oh.
Chad Hohn:I know. Burritos.
Max Cohen:I'd like to suck a burrito right now.
Liz Moorehead:Okay. I'd like to note for the record. I did not say that.
Chad Hohn:Yeah.
Liz Moorehead:I did not say
George B. Thomas:that. Yeah.
Liz Moorehead:Thank you very much.
George B. Thomas:That was it's not on the edge of whoopsie.
Max Cohen:You pushed us down this path. And now
George B. Thomas:She did. Yeah. And and and Max said, yes. I'll go there quite quickly.
Max Cohen:As they've been saying a lot lately, around and find out.
Chad Hohn:Yeah. There's a there's a lot of Fafo going on. Yep.
George B. Thomas:Yep. My goodness.
Liz Moorehead:Fafo sounds like a gourmet popcorn. And speaking of gourmet popcorn, guess what we're talking about this week, guys? Look at that segue.
Chad Hohn:Did you
Max Cohen:see it?
George B. Thomas:Was
Liz Moorehead:Horrifying. Like a flawless. I know.
Max Cohen:It's been a while. Lead scoring.
George B. Thomas:Oh, is that what we're talking about? Yeah. Yeah. We're talking about popcorn today.
Liz Moorehead:Yeah. Well, now I'm hungry. Alright. We're talking about lead scoring.
George B. Thomas:Yeah.
Liz Moorehead:I don't know how we've gotten this far in this podcast without talking about it, especially given the fact that we had literally, what, two episodes with Bastian Paul from hublead. Yeah. Io talking basically about the strategy behind this very topic, which is you get leads into your happy little HubSpot house. How do you know when they're ready? How do you know where they are in their buyer's journey?
Liz Moorehead:How do you know when it should go from marketing to sales? But George, you also mentioned that you were excited to talk about this topic because they've rolled out some changes to HubSpot lead scoring, which we're gonna be getting to. So we're gonna be doing a bit of a twofer today. We're gonna be talking about strategy and we're going be talking about the tools itself. But George, want to start with you.
Liz Moorehead:You are always my favorite person to come to with this question because you're the guy known for simplifying the complex. That's your thing. So what is the simple definition of what HubSpot lead scoring is?
George B. Thomas:I mean, when I get asked that question list, my brain gets torn in two different directions. Go figure. One, I feel like it can be like Johnny Depp and The Drunk Pirate, but also it can be a treasure map. At the end of the day, when I think of lead scoring, it's a system that simply assigns some points to, and I hate this word more and more that I hang out with Chris Carlin to leads, but let's just call them humans. It assigns points to humans.
George B. Thomas:Although in the new tool that we're going to talk about, it could be humans' contacts or it could be companies' organizations. So you have to think about that subtle difference. Again, we'll talk about what went away or what is going away to what is now here. Think of this like assigning points to a human organization based on things like visiting a pricing page or downloading a white paper, or maybe it's based on attributes. Again, something different.
George B. Thomas:There's multiple types of scores that you could be doing because you could do something like job title or industry, and now you're getting these kinds of different scores. So think numbers, think humans, think that maybe the higher the number, the possibly the better fit, is probably about the easiest way that I can say that you could look at a number that might be a slight indicator to if that human is more ready to purchase or buy than somebody who has a potentially lower number. So it comes down to prioritization of the humans based on an indicator that is numeric. Is that simple enough? I hope so.
Max Cohen:I got I got another one. Thing do something, thing be something, number go up.
Chad Hohn:Or down. With configurability.
Max Cohen:For configurability. Yeah.
Chad Hohn:You can configure it.
Max Cohen:Can we make it up here a T shirt?
Liz Moorehead:Has the resident content
Max Cohen:Figular billery.
Liz Moorehead:Blood is not coming out of my ears. This is fine. This all sounds like the English language, and I'm fine.
Max Cohen:They do something.
Liz Moorehead:They do be that way sometimes.
George B. Thomas:New words are
Max Cohen:good. Number goes some way.
Chad Hohn:Yeah. Or not. Alright. I think it's, configurable is really the big point. Like, that number goes up or down
George B. Thomas:Yep.
Chad Hohn:Based on what you decide. And then we'll also be able to talk about this later. There's an AI component depending on how much, big money cheddar you shell out to that big sprocket.
George B. Thomas:You had to go there already. But okay. We'll get there later. We'll get there later. Yeah.
Chad Hohn:I just wanted to tease him for what's to come.
George B. Thomas:It it yeah. It's it's coming. Trust me. Because I have feelings.
Liz Moorehead:How many feelings, though? How many feelings though? Like five, seventeen?
Chad Hohn:I've got a feeling.
Max Cohen:It's some configurability number.
Liz Moorehead:I It's love
George B. Thomas:configurable number depending on how this conversation goes.
Liz Moorehead:Oh, god. Okay. So alright. Moving along. When do you actually need to start thinking about lead scoring in HubSpot?
Liz Moorehead:Is there such a thing as starting too early or such a thing as starting too late?
Max Cohen:There's definitely such a thing as starting too early.
George B. Thomas:I agree. Yeah.
Max Cohen:I remember. Yeah. Heck, I was onboarding people. People haven't wrote a blog post yet, get get no leads whatsoever, and then being like Yeah. We need to shut up this complex fleet scoring thing.
Chad Hohn:You're gonna score exactly how many people?
Max Cohen:I'm like, what are we scoring? You're refereeing a game that's not happening, my guy. Like, what the fuck are we doing? And it was sorry. Yeah.
Max Cohen:I I remember I had this, like, really brutal client that he he came in and he was, like, the consultant or something for this, like, big pharmaceutical company that was, like, about to get off the ground. And he's like, all I need to do is set up lead scoring. I'm like, my guy, this thing isn't even connected to a domain, my dude. Like, what is going on? And we literally spent all of onboarding setting up the most complex lead scoring, functionality I've ever seen.
Max Cohen:And I don't think they I think at the end of it, he just he quit or something. Like, it was so stupid. Yeah. It was so dumb.
Chad Hohn:This is back at, like, the score property version. Right? The old score version?
Max Cohen:Yeah. But, like, you know, I think that's that that truth still holds the same today. Right? You you definitely can do it too early. I mean, really, the the the reason you need to me, the big reason, and I'm sure there's others, but the biggest reason that you need any sort of lead score or need to think about it is when you need to start thinking about prioritization of
George B. Thomas:the
Max Cohen:contacts, companies, whatever it may be for some reason, whether it's, you know, something as simple as, oh, you know, Jamie, the sales rep needs to be able to sort through all the leads they get in a day and prioritize the most engaged. Or, you know, you wanna build some sort of automation that says, oh, if score x equals certain threshold and they haven't done x y z, do something. Right? But, you know, usually usually, I feel like you don't need lead scoring unless you've gotten some of the other stuff right Yeah. Really well.
Max Cohen:Like, if you really nail down content, you really nail down driving the right traffic, you really nail down conversion, and like, you've got a lot of people trying to take the time of your customer facing folks. That's when you need to think about it. Not before. Yeah.
Chad Hohn:Yeah.
George B. Thomas:I I think the the way that I would say this is the moment in time that the lead generation, meaning the amount of, let's go there, the amount of humans that are interested in your stuff eclipses your team's ability to have human conversations at scale. Yeah. Right? It's like, if you get, if you're getting five leads a month, Jimmy can keep up.
Max Cohen:Yeah.
George B. Thomas:Right. Okay? If if you're getting 20 leads a month, Jimmy and Susie can keep up, right? Now, if you're getting 500 leads a month, Jimmy and Susie might need some dang help. And so understanding right fit or the high score, or in a perfect world, high score and fit.
George B. Thomas:Now all of a sudden Jimmy and Susie can at least start at a place that might equal success quicker.
Liz Moorehead:Okay. So I'm making this face for a reason.
Chad Hohn:Uh-huh.
Liz Moorehead:Because I agree with what's being said here. The anxiety She's about
Max Cohen:to not agree.
George B. Thomas:It an and or a but? It an and or a but?
Liz Moorehead:It's neither. It's a question. Wanna clarify something here because here's the disconnect I have. We have had multiple conversations where we've encouraged Chad. I saw that.
George B. Thomas:You in trouble, dude. In trouble now.
Liz Moorehead:If he Giga Chats later, he knows I'm forgiving him. So it doesn't matter. But here's the thing. We have had multiple conversations with guests and without about the importance of marketing and sales, getting on the same page about how leads are qualified as early as possible. So now we're saying though that those conversations should happen as early as possible, but the implementation you maybe want to be more strategic about when you put that into HubSpot.
Liz Moorehead:So it's not a but or an and, I'm just trying to understand where that bifur bifurcation occurs.
George B. Thomas:Well, you can know that somebody is qualified without a score.
Liz Moorehead:Well, okay. So yes and now we're yes and ing. That answer changes depending on whether you're not, you're talking to marketing and sales. Like again, I gotta go back to that conversation with Bastian Paul where you will have a marketing team member saying this is sales qualified, why haven't you followed up with them? And then if someone in sales will say they're about as sales qualified as a sentient cactus.
Liz Moorehead:Like what are we doing here? Right? So that's where
George B. Thomas:I want to un cactus.
Chad Hohn:The sactus, if you will.
Liz Moorehead:George, help.
Chad Hohn:Got him.
George B. Thomas:Got him. Got him. I mean I mean, listen, yes, there. Here's, I don't want this to get Yeah, super I don't want this to get super complex. But like, when I think about this, there are levels of qualification, right?
George B. Thomas:When I talk to an organization, it might be like, hey, what are the job titles of your ideal client profile? What is the amount of yearly revenue that they should be making? Are the, and you could go persona or you could go ideal client profile, but there's some high level things that air quotes qualify them before we actually have to sit down and figure out this scoring conversation that we're having today. So, just want everybody to realize, and they already do this, there's a pre this, and then there's, when do you take time to do and use the tools that we're talking about today? That's the differentiator that I would say is like, at the end of the day, by the way, most sales reps who are killing it, it's probably a lot of like intuition and just historical understanding of like, I can tell they're a right fit.
George B. Thomas:So that's why I'm saying when you get to the point where you You know, here's the thing. You ever get like You've been to a party. There's 10 people. There's 10 people. Yes.
George B. Thomas:You know you know everybody's name. You know everybody's name. That's in different part that's that's one party. You ever been to a party where it's like fifty, sixty people and you're overwhelmed and you're like Mhmm. Why did I come here?
George B. Thomas:That's a different kind of party. What I'm saying is the organizations that are at a party of 10, they're just going to be able to know who they're supposed to talk to and realize, oh, I'm jealous with this person. You would get into a party of 50 or 60. You're not real sure. You're back in the corner.
George B. Thomas:And if I could put a lead score on above all of those humans' heads in that 60 to 70%.
Chad Hohn:I'm talked to 80 and a higher.
George B. Thomas:Yeah. I'd know where to head. Right? So it's right.
Liz Moorehead:Yeah. I feel like I could end up derailing this conversation. I'm going to accept this answer for now. It still feels a little right. Still no.
Liz Moorehead:Still feels a little. I I totally get what you're saying, George. I think depending on the size of your organization and how what the influx is, you can kinda skirt the edges on when that conversation takes place. Mhmm. But and I'll put it a pin in it here.
Liz Moorehead:I think it is a very delicate moment of figuring out when the time is to strike. Because as we've seen with HubSpot, people will say, I don't need a process now until they realize crap, I needed a process six months ago.
George B. Thomas:Yeah. Yes. And I would say it's the size of your organization and there's some type of probably mathematical equation that could be added here And the size of your audience.
Chad Hohn:Mhmm.
George B. Thomas:And I don't mean audience just as like subscribers to your blog, but like audience of like humans activism Your TAM. Solution. Yeah. Yeah. Yeah.
Chad Hohn:Your actual TAM, like all the people who want the thing you sell. Right? Yeah. I mean, think that's like one of the things is when you really look at it, two things can be true at the same time, I suppose, right? Like you can have that conversation here or you can have it here depending on what's best for what it is that you're trying to accomplish.
Chad Hohn:I mean, I think, you know, going back to the the original question there, it's like like, when do we really implement this? It's like, if our leads are a graveyard, you know, we have nobody kicking around in there. It's just desolate. Like, obviously, we don't need scoring just like Max said. You know?
Chad Hohn:And, like, when it comes to if our if our reps are drowning and they're wasting their time with, like, twenties and thirties and forties, like, we might know that these twenty and thirty and forty prospect people, they might fit our profile of who we'd like to sell to, but they're not engaged. And, you know, they maybe filled out a form one time six months ago. You know? But if we don't have any kind of lead scoring, well, they're gonna be, like, going for that person just as much as somebody who freshly filled out a form five seconds ago. Right?
Chad Hohn:And I think that's just the differentiator. Like, they might both be well qualified people who fit our TAM, who fit our ICP, but this person's, like, you know, live and kick in, and that one's been, like, dead on the hook for a long time. Right?
Liz Moorehead:Okay. Alright. Let's move on. We've talked about what we should be doing. We've talked about when we should be doing it.
Liz Moorehead:Now I want to hear about the biggest mistakes you see people make when they're setting up their HubSpot lead scoring. HubSpot. Yeah.
George B. Thomas:Max HubSpot lead
Liz Moorehead:scoring and HubSpot.
George B. Thomas:I think that
Max Cohen:yeah. I think that the today, since they because what do they do? They split it between fit and Engagement. Engagement. Right?
Chad Hohn:Which Engagement.
Max Cohen:I think solved the biggest problem that I had seen for years like, back before this tool came out, and it was just the the scoring properties, right, is that people would use a single number to measure two completely different things. Like, fit is not the same as how engaged are you. Right? And so they build these, like, elaborate lead scores that were like, oh, did they they opened this email and their job title contains CFO. And it's like, well, what caused the points to go up?
Max Cohen:Like, are they engaged or are they a good fit? Likely neither. Right? So I think the split definitely kind of like solved what I think was one of the more, you know, issues. Right?
Max Cohen:And I'd say the other, you know, other mistake you make is just like doing it too early and wasting too much time and brainpower on it that you could be spending somewhere else.
Chad Hohn:Yeah. Well, I mean, if you're like, if your salespeople are were like having a hard time knowing even who the right humans or companies are in the first place in your portal, like you don't even have the back the backing processes the cell setup, but they have like a ton of people in the portal and they don't even know who's who. I mean, like, you gotta solve that problem, the business logic problem, the user experience problem in your HubSpot, the training problem in your HubSpot before you can even consider jumping into the score. And then, like, making it way too complicated. Like, don't, you know, make your in the new version of the tool, you could set your max score as high as you want.
Chad Hohn:Don't make it like a thousand necessarily. Right? Like, a zero and one hundred score feels good between for people like, hey. Zero and a 100 is, like, just an easy round number, and it's, like, normal. And I think just making it not too complicated.
Chad Hohn:And then, you know, I think, if you with the new version, if you don't implement, like, the score decay, then they may have had a bunch of engagement, but you want that that score to tick down if it's way too old of activity so that it helps that engagement score, you know, work properly to tell you about the fact that, yeah, they did things, but they haven't done anything recently. Right? And so it's just like a nice identifier, you know, and depending on what your marketing efforts are, I think that's what drives how you want to build that engagement calculation because it's unique to every portal. Right. It's unique to every business and their their strategy.
George B. Thomas:So I agree with everything that Max and Chad have said so far, but I want to almost, I feel like back up 50,000 foot view. One of the, I have two by the way, that I want to mention here. One of the biggest mistakes that I've seen is people will set it and forget it. You you can't just throw some rules in, walk away and expect it to work forever, especially when you're probably dropping one or two new campaigns per quarter or per month, depending on your organization. Yet now you're not scoring anything of the new that you actually created.
George B. Thomas:So it's got to be this growing piece. Also like Chad, you mentioned this score of a 100, but then I'm like, man, if I had a score of a 100, like what are the limited actions that I could actually score to get somebody to a 100? Like, should it be more? And that leads me to my second thing that I think people do wrong is they not the 100, by the way, just the score in general is like, what the F does the number mean? Yeah.
George B. Thomas:Like, what does the number mean? Yeah, put a definition
Chad Hohn:to it.
George B. Thomas:It's the nature nature documentation. Don't know what that means. And historically, I've had this thing that I've taught called radar research revenue, which will break down this idea of like, let's say it's a score of a thousand. Okay, well, two fifty to whatever means they should be on your radar. Well, what does that even mean?
George B. Thomas:Well, it means that you should probably be just like, you don't have to really put a lot of effort, but the cream is rising to the top. Then you get to maybe like 500 and all of a sudden they're radar research revenue. Yeah. So they're research. Well, what does that mean?
George B. Thomas:Well, now you might want to go look at their social channels or you might want to go look at their website, or you might have like a defined process that you have when it comes to like understanding if it's time to like get them into a questionnaire or a survey or a certain workflow that gets them to convert a couple of times to get them specific information that you are trying to research. And then you get to this level that maybe at seven fifty, it's like revenue. Well, what happens? Well, you get an internal notification. We should have driven revenue yesterday because they've, they could sell our ish to us.
George B. Thomas:Like they know, they know, they've read 50 blogs. Converted on seven forms. Having these action item ideas, these buckets around what a score gets to, and then actually having actions. We literally built lists and emails and workflows all around this thing that is radar research revenue. So you could take action upon the information once it's delivered to you based on what HubSpot is doing.
Liz Moorehead:That is a very involved. It sounds involved and it's a much more detailed answer to my version of my answer, which is I am amazed. This is my simple version of this answer. It's not documented. Nobody documents their lead scoring.
Liz Moorehead:Nobody documents and shares it. Nobody documents it in a way that is digestible and understood by all. They just make the score and then expect people to understand it. I have been at I have worked with and been with numerous organizations where that has somehow been the case. Well, they're like, well, it's a high number.
Liz Moorehead:We assumed they just know. It's like 75 could mean anything.
Max Cohen:What's a high number?
Chad Hohn:Right.
Liz Moorehead:75 out of well, for a few of them, they assumed, like, well, the best score would be a 100. And so they're like, 75, obviously, duh. And I'm like, that's not how any how any of that works. And then also another really maybe overly simplistic one is I love that they have the fit, not fit, but for a long time there people were just focused on putting score attributes that were positive. And so you'd end up with competitors who are all over your website and being very active because they're very curious in what your content is.
Liz Moorehead:And they look like the best lead of all time, but they are a competitor. So little things like that.
Max Cohen:Yeah. And, like, the it's it's really, really important if it's a what's the I guess, would you say this? I don't wanna say if it's a customer facing, if it's a user facing or, like, a a rep facing score where it's like, okay. There is a number. You are going to see the number on a record.
Max Cohen:This is what it tells you. Right? Like, it's really important to educate people on that because, like, again, how are they gonna know, well, what's a high score? Like, what if the score goes up to 500? What if it goes to a thousand?
Max Cohen:What if it's infinite? What if it's whatever? Right? You know, you you should wanna be able to, like, tell people, like, hey. This is the, you know, threshold you wanna look at if it's this, if it's that.
Max Cohen:Yeah. I forget the version of the color code them now.
Chad Hohn:Yeah. The new that's exactly what I was gonna say is the new version of the scoring property has color coded thresholds.
Max Cohen:That's
Chad Hohn:pretty Essentially level off. So use you know, whatever your max score is, you say, like, zero to 50 is low or 51 to 75 is medium. And it's like a you know, just like you can with the dropdown properties these days as well. You can implement the tags or the labels or the colors. That's
Max Cohen:that's a really easy way to tell people it's a good number without necessarily putting them through a big training saying what it is.
Chad Hohn:That was one of my favorite favorite parts about, like, in reporting. I know this is just a tangent, but, like, when gauge visualizations came out and you could put the bands and gauge visualizations and just give red, yellow, green, or whatever colors you want in that gauge visualization, it tells you if you're within your KPI target or not. It's like immediately able to make somebody who doesn't know it's calculated. Understand that you're at least in the zone. Now they might not know how to make it go up or down.
Chad Hohn:But they know it's in the zone. Now, one last thing I want to mention too is like, you know, the deal score on deals, that's the newer feature that they've added. That's really helpful because it tells you little pluses and minuses as to what made it go up and down. And if I'm not mistaken on this current score property, you still kind of have to look at the details or the history of the property to see what made it go up and down. But I hope that maybe it'll come into like its own custom card that's similar to to that kind of a function like it is on the deal score.
Chad Hohn:Right?
Max Cohen:Yeah.
Liz Moorehead:Well, let's stick with the tool here for a minute. Yep. George, want to turn it over to you because there are some of us who have been in the HubSpot portal game for a really long time, some of us who may be new, but what is new with the HubSpot lead scoring tool?
George B. Thomas:It's What's happening in a whole new tool by the way, because that's one thing that we probably should have said at the very beginning of this episode is like, if you have HubSpot property score in place, you need to go and revisit that real quick, because it's getting ready to sunset, which means any system that you have historically built on that property is just not going to work anymore. And so instead of a property, it is a real tool. And when I say it's a real tool, what I mean is, it is a tool that one, if you have enterprise, you could create a score with AI. In Pro, you can't do that. But if you have Pro, can literally create a contact engagement score.
George B. Thomas:You can create a contact fit score. And these engagement or fit scores could be based off of contacts or companies. I alluded to that it could be human or organization at the beginning of Again, this if you have enterprise, you could even create a contact combined score, which by the way, that right there gets real interesting because it's
Chad Hohn:It goes right back to the original problem Max just Yeah, yeah.
George B. Thomas:It's the right for them and it's the right for us. And it's all in one kind of score. And so there's a higher level of granularity or a deeper level of granularity that you can go to when you're actually creating these scores, because you have these things that's called event groups. And then in an event group, can add criteria. And this could be anything from calls to CTAs, to documents, to then you could even get into web events.
George B. Thomas:And then you can literally filter the web events on page visited. But then after that, you can even filter it down further than that. And you can add timeframes and you can add frequencies. And so, you quickly realize that this is not just a positive attribute, add five points, negative attribute minus 100 points. Like, it's way, way past that.
George B. Thomas:You even have a thing in here where you can score every time or you can limit to certain things as well. So again, I would just say like, actually, what was that word? Custom of whatever?
Chad Hohn:Configurability. Configurability. Configurability.
George B. Thomas:Yeah, configurability. The configurability of this thing to what you're trying to do. Now, here's one thing I will ways that you're going to implement this, unless you know that you're just going to put five in place because you're going to add more when you go to enterprise. That's not a sales pitch. I'm just letting you know the limitation here is one without AI or with AI, it's enterprise with that multi score, it's enterprise.
George B. Thomas:And if you're not on enterprise, you get five scores.
Max Cohen:And
Chad Hohn:on that AI assisted one, it's supposed to, like, analyze successful conversations is kind of the tagline of what it what it what they say. So, like, it's supposed to look at things that influence the likelihood to close and help try and recommend. And it, like, you know, even in the doc like the even the paywall, it shows like, oh, we're training a model on this, right, if you're looking at the paywall. But they're like trying to make the advanced scoring as intuitive as possible. I'm not exactly sure how that AI piece works with the combined score.
Chad Hohn:If it helps like alleviate the issue of the original score property, which was both the fit and engagement score, or if maybe that's one that would be best used in the background for kind of the marketing team to get an overall health or score of the contact, but maybe not, you know, work with the sales team or maybe that one would be better for the sales team. I'm not too sure. Also, with those legacy score properties, 07/01/2025, you're no longer gonna be able to edit your existing score properties. And then apparently, August 31, they're deprecating them entirely, I think. Right?
Chad Hohn:Yep. Or they'll stop updating.
Max Cohen:Yep.
Chad Hohn:Because they're basically like lists in a property, multiple lists in a property or something like that. You can find
George B. Thomas:out more information on that. And I'm just doing this because you should be checking this out anyway. In the right hand side drop down, there's product updates, you can go to product updates and you can look at the score property sunset information if you are somebody who has that score property in place right now.
Chad Hohn:Yeah, your workflows if you're using it in a workflow, your workflows actually page throws it up in lights and it's like, hey, you're still using this. Check it out.
George B. Thomas:Yep.
Liz Moorehead:Is there anything that we wish was different with the tool?
Max Cohen:I wish it I wish it locked it out until you've successfully used other tools.
Liz Moorehead:Like, you have to earn it like a final walk. Fucking
Chad Hohn:earn it. Yeah. It's a yeah. I should start. It's like like a game unlock.
Chad Hohn:That's amazing.
Max Cohen:Yeah. That's
Chad Hohn:fine. You have to get these three achievements before you can even start working on
Max Cohen:that achievement. Amount of leads to unlock this tool. It's like, paid for it. Exactly. It's
Chad Hohn:amazing.
Max Cohen:Performance based. It's a performance based DLC.
George B. Thomas:I'm trying to think if there's actually anything I'm sure there are. I you know what I would do? I would ask the I would ask the listeners, is there something currently that they wish that it would do? Because then they could let us know. I feel like it'd be
Max Cohen:Yeah. Maybe I'm wrong about this, but I feel like I tried to use it a while ago to be like, oh, like, how would I go use that new lead scoring tool to say, you know, if a person went to like an event, give them a score. And the way I was like gonna try to do that is say like, if if the contact is associated to a custom object of a certain name with a certain label at a point, I don't think I was able to access, like, associated object data to build a score, but this was a long time ago. So I don't know if they've added it.
Chad Hohn:Yeah. The the new one, you can do associated object information for your score.
Max Cohen:It's custom objects too?
Chad Hohn:I if I'm not mistaken, I was just looking at building a score property a minute ago.
Max Cohen:Yeah. I mean, it's been a while since I looked at it, so it wouldn't surprise me if they built it in. Mhmm. No.
Liz Moorehead:Gentlemen, if you can believe it, we've come to the end of our time together.
George B. Thomas:Oh, wow. What? That
Liz Moorehead:Yeah.
Max Cohen:Know. Literally can't believe it.
Liz Moorehead:Yeah. Help us land the plan.
Chad Hohn:For the fit score, it can. Sick. Sorry. I had to interrupt.
Max Cohen:That's great. Because I
Chad Hohn:had to tell I had to tell Max that it could be done. I'm sorry.
Max Cohen:So it's fit instead of engagement. That actually makes a lot of sense. Okay.
George B. Thomas:Yep. We're gonna get We're done by knowledge. Knowledge.
Liz Moorehead:Awful.
George B. Thomas:Take that, Lord Lack.
Liz Moorehead:What is your between one and twenty seven things you want our listeners to remember from this episode today?
Chad Hohn:28, please.
George B. Thomas:No, one thing. Maybe. So I'm torn. I actually, it's funny Liz, you know me so well. I'm kind of torn because my initial knee jerk response is like, when creating lead scoring for your organization, please document it and train on it.
George B. Thomas:That's the first knee jerk response of like, do that. But the other thing I would say is there's probably a large set of listeners that haven't even dipped their toe into this bad boy. Mhmm. And so the other side of my brain goes to, you know, don't just ignore it. Like, Max even, in this episode, well, it's been a while since I've used it or looked at it.
George B. Thomas:Sure. HubSpot is really good at not being the HubSpot that you tested. HubSpot is really good at not being the HubSpot that you used six months ago. So, anybody listening out there that is like, Ah, that thing's janky, because they looked at it when it was in beta. It's time to relook at it and think about, is it the right time for you to start using lead scoring in your organization?
George B. Thomas:And if so, build a process, document it, train it, and actually go forward and use it for what it's meant to be for, instead of just a piece of your navigation that you ignore like it doesn't exist. Like, project. Oh. Oh, god. Shots fired.
George B. Thomas:Okay, hub heroes. We've reached the end of another episode. Will Lord Lack continue to loom over the community or will we be able to defeat him in the next episode of the hub heroes podcast? Make sure you tune in and find out in the next episode. Make sure you head over to the hubheroes.com to get the latest episodes and become part of the league of heroes.
George B. Thomas:FYI, if you're part of the league of heroes, you'll get the show notes right in your inbox and they come with some hidden power up potential as well. Make sure you share this podcast with a friend. Leave a review if you like what you're listening to and use the hashtag hashtag hub heroes podcast on any of the socials and let us know what strategy conversation you'd like to listen into next. Until next time, when we meet and combine our forces, remember to be a happy, helpful, humble human, and of course, be looking for a way to be someone's hero.
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