I can design a HubSpot lead score for Cobalt Payroll. To build points from your own criteria and test them on real outcomes, I need a few things first. I will not create or turn on anything in HubSpot; every build step stays HELD until you approve it.
Required, please paste:
- edition: your Marketing Hub tier. Contact scores need Marketing Hub, so if you are on a different hub I stop and check with you before designing.
- fit_criteria: the HubSpot property names and the values that mark a good fit, written as [property name]: [good fit values]. Each criterion becomes one fit rule with points, so I need your real property names, not my guesses about payroll buyers.
- events: the engagement events HubSpot records for these contacts, by the names you see in HubSpot. Each event becomes one engagement rule; if you know typical counts, I can score frequency bands.
- history: past contacts with their fit properties, event counts and outcome, won or lost. I score each one by script to check whether the A to C and 1 to 3 cells line up with what really closed. With fewer than 30 contacts, the check describes those contacts only.
Optional:
- handoff_rule: when sales should get a contact. Default: contacts in the A1 to B2 cells. Your own rule would let me test the handoff against your past wins and losses.
Once you send these, I will return the score design with group limits, the back test, thresholds, held build steps and any open questions. The score is a ranking to review against outcomes, not a revenue forecast.