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Score leads and hand them to sales cleanly

Lead scoring only works when marketing and sales agree on the definitions and keep reviewing them against what closes.

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The idea, in one paragraph

Lead qualification is the process of evaluating leads to determine their readiness and fit for sales engagement — using lead scoring, BANT criteria, and behavioral signals to separate sales-ready leads from those needing further nurturing. Lead qualification is essential for efficient B2B sales and marketing. effective execution uses: lead scoring (assigning points based on fit and behavior), BANT criteria (Budget, Authority, Need, Timeline), and behavioral signals (content engagement, website visits, demo requests).

From B2B Marketing & Demand Generation, volume 28 of the Marketing library. Search the free layer on the Knowledge Hub.

How to apply it

3 applied records from the paid layer, shown in full with their sources. They are part of a published sample of 74 of the library's 2,480 applied records; the rest are in Growth Operator and Pro.

MSGKB-V2-28-009-03 · vol 28, B2B Marketing & Demand Generation

Lead qualification

Begin by defining MQL and SQL criteria with sales alignment; (2) implement lead scoring based on fit (firmographic) and behavior (engagement); (3) use BANT criteria for qualification; (4) nurture leads that aren't sales-ready; (5) regularly review lead quality with sales; (6) refine scoring based on feedback; (7) track conversion rates from MQL to SQL to opportunity; (8) use automation to route qualified leads to sales.

MSGKB-V2-28-032-03 · vol 28, B2B Marketing & Demand Generation

MQL strategy

To implement the MQL workflow:

  1. define MQL criteria with sales alignment (fit + behavior)
  2. implement lead scoring to identify MQLs
  3. nurture leads until they meet MQL criteria
  4. establish MQL handoff process
  5. get sales feedback on MQL quality
  6. refine MQL criteria based on feedback
  7. track MQL-to-SQL conversion
  8. review and update quarterly
MSGKB-V2-28-033-03 · vol 28, B2B Marketing & Demand Generation

SQL strategy

To implement the SQL workflow:

  1. define SQL criteria with sales alignment (BANT + ICP + behavior)
  2. use lead scoring to identify SQLs
  3. ensure MQL-to-SQL handoff process
  4. get sales feedback on SQL quality
  5. refine SQL criteria based on win rates
  6. track SQL-to-opportunity conversion
  7. review and update quarterly
  8. align marketing and sales on SQL definitions
The product, answering

Asked of the Copilot

From a recorded, licensed run on 15 September 2026. The answer is quoted as the engine returned it, opening paragraphs only; each tag is the library volume a claim is cited to.

Question

How should marketing and sales agree on lead scoring and handoff?

Answer

Marketing and sales should agree on lead scoring by defining and agreeing on a scoring model that determines when a lead is ready for sales handoff, including both explicit and implicit factors vol 54. They should establish a joint process of lead scoring alignment, ensuring that the score reflects behaviors and attributes that sales considers predictive of conversion vol 54. The scoring model should be data-driven, dynamic, and aligned with sales, using sales feedback to refine scores vol 28.

How this run was recorded · Read the whole answer

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