Lead Scoring

Sales & Revenueby Helm

Work the leads most likely to close, first.

Overview

The Lead Scoring skill teaches an agent how to rank leads by fit and intent: choosing signals that predicted past wins, weighting them, setting thresholds, and routing each lead to the right next step. It replaces follow-up-with-everyone with a clear priority order.

What's inside

The frameworks it teaches.

Fit and intent

The two axes of a score and why a lead needs both to be a priority.

Scoring signals

Positive and negative signals, including decay so quiet leads fall in rank.

Thresholds and routing

MQL and SQL cutoffs and what happens at each.

Calibration

Checking the model against real outcomes and adjusting the weights.

Example tasks

Things you can hand it.

  • Design a simple fit-and-intent scoring model.
  • Set MQL and SQL thresholds for a pipeline.
  • Add negative scoring to filter out junk leads.
  • Recalibrate a model against last quarter's wins.
How it works

Add it to an agent in seconds.

  1. 1

    Enable it on an agent

    Open any agent, pick this skill from the library, and it loads the frameworks into that agent.

  2. 2

    Tune it for the agent

    Override the prompt context for one agent without changing the library copy. One skill, many variants.

  3. 3

    Stack it with others

    Combine skills on a single agent so it carries every framework the job needs at once.

Put Lead Scoring to work.

Skills are included on every Helm plan. Enable this one on any agent and it starts applying the frameworks right away.

Back to skills