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Template- Finance industry

Marketo’s Lead Scoring Template

Use our Lead Scoring template to design a Lead Scoring model for your company.

Activity / Characteristic
Type
Description

Industry

Demographic

Finance, health care, automotor, tourism

Number of employees

Demographic

It can help to determine the size of the company

Annual revenue

Demographic

Growth Stage

Demographic

Startups, established companies, or in expansion

Company Size

Demographic

Small businesses, mid-sized enterprises, or large corporations

Location

Demographic

Countries

Job title

Demographic

Decision makers type of jobs give more points

Type of email

Demographic

Corporative email or not

Credit ratings

Demographic

Ownership Structure

Demographic

Privately held, publicly traded, or family-owned

Attendance to events

Behavior

Webinars or Live Events

Downloaded content

Behavior

Download Infographic, cheat sheets, Price guide

Page views

Behavior

View Services, About us, Case studies and others

Click on emails

Behavior

Clicks in Promotional emails or Newsletters

Social

Behavior

Share blog post, articles, etc

Videos Watched

Behavior

Corporative, products, general videos

Email subscription

Behavior

subscription to communications, unsubscription

Do not call list

Behavior

Fill out form

Behavior

Contact form, demo form

Schedule a meeting

Behavior

Schedule a meeting with a sales rep

Simulate a form

Behavior

Click on Ads

Behavior

MQL (Marketing Qualified Lead)
SQL (Sale Qualified Lead)

Score Scale

Critical

10 to 15

Important

5 to 9

Influential

1 to 4

Negative

-1 to -10

Demographic Score

Critical
Description
Score

Annual Revenue

600 millions or more

13

Location (country)

EEUU, Canada

10

Job title

Director, C level (CEO, CTO, COO, CFO, CSO, CMO), SVP (sales, operations, marketing)

13

Type of email

Corporative

10

Growth Stage

Established companies

11

Credit ratings

More than 80 points

13

important
Description
Score

Annual Revenue

100 millons to 599 millons

8

Location (country)

Latin America

5

Job title

VP (sales, operations, marketing), Manager (sales, operations, marketing)

7

Number of employees

200 to 600

6

Growth Stage

In expansion

8

Credit ratings

50 to 79 points

8

Influential
Description
Score

Annual Revenue

1 million - 100 millons

4

Location (country)

EMEA

1

Job title

Sales representative, Analyst, Coordinator (operations, sales, marketing), Technical lead, Project Manager

7

Number of employees

less than 200

3

Growth Stage

Startups

4

Industry

finance, health care, automotor, tourism

3

negative score
Description
Score

Negative credit rating

1 million - 100 millons

-10

Job title

Student, consultant

-8

Type of email

Non corporative

-10

demographic Total
101

Behavior Score

Critical
Description
Score

Download Content

pricing guide

12

Schedule a meeting

Meeting scheduled

15

Events Attendance live

Attend online or in-person

14

Social

Share blog post

13

Filled out contact us form

15

Filled out loan estimation

14

Page views

Services, case studies

12

important
Description
Score

Event Attendance on demand

Watch the webinar recording

8

Page views

Blog post page

7

Download Content

services documents

8

Videos watched

Company information

5

Click on schedule a meeting

Does not complete the schedule

5

Click in Emails

Clicks in promotional Emails

7

Email subscription

Subscription to Newsletter

9

Influential
Description
Score

Clicks in Emails

Clicks in Newsletters

4

Download Content

Infographic, general guides

3

Page views

About us page

2

Videos watched

general information, product

3

Event registration

Non-attending

1

click in Ads

Facebook Ads, Google Ads, LinkedIn Ads

3

negative score
Description
Score

Page views

Careers page

-8

Email unsubscribed

Student, consultant

-10

Added to do not call list

Non corporative

-10

Inactivity 45 days

Non corporative

-10

BEhavior Total
122
Total Score
(Demographic + Behavior)
223

Notes

  • The total demographic score must not exceed the total behavior score.
  • The MQL/SQL threshold must be defined between the Marketing and Sales teams
  • Lead Scoring is not a static strategy. It should be monitored and transformed when is necessary because customer expectations and behaviors are always changing
  • Categories and scores must be defined according to the business goals.

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