CRM Systems · LEAD SCORING & REVENUE WORKFLOWS
When marketing and sales do not share qualification rules, opportunities get followed up too late, too early, or inconsistently.
I design rule-based lead qualification models and the workflows that help teams prioritize, assign, and develop opportunities more clearly.
B2B organizations with a CRM and an established sales process that need shared MQL/SQL definitions, routing, and follow-up logic.
The value isn’t in the score. It’s in helping teams decide when to act—and how to check whether the rules are working.
Two ways to start
Option 1
Diagnosis, a rule-based Fit + Engagement model, initial thresholds, exclusions, and handoff architecture.
COP 2,900,000
Fixed-scope price. Subject to eligibility and requirements.
Deliverables: scoring specification, qualification definitions, process map, validation plan, and documentation.
This is not an AI predictive model. Mass enrichment, structural data cleanup, migration, and complex multi-CRM automation are excluded.
Option 2
Adds configured scoring in one CRM, up to twelve criteria, one pipeline, and two simple qualification/routing workflows.
Starting atCOP 6,200,000
Final pricing is confirmed after reviewing scope and technical requirements.
Deliverables: configured model, representative scenario testing, documentation, and handover.
This is not an AI predictive model. Mass enrichment, structural data cleanup, migration, and complex multi-CRM automation are excluded.
General terms: one consolidated review round; licenses, media, and external vendors are budgeted separately; work begins once the required information and access are available; business results are not guaranteed.
Conceptual example
Engagement →
Illustrative visualization; not based on client data.
How we work
This is not an AI predictive model. Mass enrichment, structural data cleanup, migration, and complex multi-CRM automation are excluded.
Related experience
Worked on B2B demand generation, ABM, nurturing, and the marketing-to-sales processes behind opportunity development.
My contribution: Worked across demand generation, HubSpot, segmentation, automation, content, and marketing-to-sales coordination.
Takeaway: Built hands-on experience with the systems and decisions that support B2B opportunities over time.
Built and quality-assured campaigns and automations in enterprise environments, with an emphasis on platform accuracy and cross-team delivery.
My contribution: Campaign setup and QA across segments, rules, forms, and CRM-connected marketing automation processes.
Takeaway: Strengthened my approach to clear requirements, quality controls, and documented delivery.
Worked across commercial processes, CRM workflows, opportunity management, and coordination between clients, strategy, and delivery teams.
My contribution: Worked on pipeline structure, follow-up routines, reporting views, and commercial coordination.
Takeaway: Deepened my perspective on the connection between sales clarity, well-configured tools, and team capacity.
Frequently asked questions
No. The standard package uses transparent business rules that should be reviewed against real outcomes.
No. Scoring is based on explicit Fit and Engagement rules your team understands and can adjust.
The Blueprint includes a validation plan with sales to review criteria after launch.
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