Lead Scoring & Tags
How the scoring algorithm works, and how to create and apply tags.
Every lead carries a score out of 100 and a letter grade, so the list sorts itself into the order you should work it.
Scoring is part of the Complete plan. On the free plan there is no score column, no grade and no breakdown — the rest of the lead record works exactly the same.
The six factors
| Factor | Points | What it reads |
|---|---|---|
| Engagement | 25 | What they have actually done — replied to a follow-up, turned up to a tour |
| Budget | 20 | Their budget range |
| Guest Count | 15 | Expected guests |
| Date Proximity | 15 | How close the wedding is |
| Pipeline Stage | 15 | How far along they are |
| Source | 10 | Where they came from |
They sum to 100.
Engagement carries the most weight of any single factor, deliberately: five of the six describe what a lead says about itself, and one describes what it has done. Revealed behavior beats stated intent.
Budget is scored against your own packages when the venue has them, and against absolute dollars when it does not — but both produce the same bands, so a given budget score means the same thing either way.
The score is worked out fresh each time
It is not a stored number. Date proximity depends on today, so a lead eighteen months out and the same lead at two months score differently without anyone touching it. Recalculating on read is what keeps that honest.
The one exception is a manual override, which is stored.
The grades
| Grade | Score | Reads as |
|---|---|---|
| A | 80+ | Hot — everything lines up, answer this one first |
| B | 65–79 | Warm — a real prospect, keep it moving |
| C | 50–64 | Steady — worth working, but it needs a push |
| D | 35–49 | Cool — qualify it before you spend a tour on it |
| F | under 35 | Cold — little to go on yet, or little there |
The same five bands color the gauge and each bar in the breakdown, so a factor scoring 18 out of 20 is colored like a lead scoring 90 out of 100. The gauge ends up reading as the average of the bars beneath it.
Open a lead's score to see each factor's contribution.
Segments
Alongside the grade, leads fall into one of four quadrants on value and intent:
| Segment | Short name | What to do |
|---|---|---|
| High-Value, High-Intent | Priority | Personal attention. Fast response. Owner involvement. |
| High-Value, Low-Intent | Nurture | Stay in touch. Don't push. Monthly check-in. |
| Standard, High-Intent | Efficient process, clear next steps | |
| Requires Qualification | Find out what they actually need |
High value means the budget and guest-count factors are both strong. High intent means any one of three things: they have reached a tour or proposal, the date is close, or they have been responding.
Intent is an OR on purpose. A lead that replies to everything but is two years out is still worth your time, and so is one that has said nothing but is getting married in March.
Overriding a score
Sometimes you know something the arithmetic does not — a VIP introduction, a relationship. Open the lead's score and set the number yourself. The lead then shows the manual score, flagged as overridden, and stops recalculating until you turn the override off.
Tags
Tags are your own labels, shared across the venue. Type in Find or create tag... to apply one that exists or start a new one; a new tag takes a New Tag Name and a color, then Save Tag.
Tags show as colored badges on the lead and can be filtered on from the Leads page.
Use them for what the score cannot see: "VIP referral", "flexible on date", "wants the barn", "came from the October expo".
Practical use
- Work A and B first, but read the D leads before dismissing them — a low score is often missing data rather than a poor fit.
- Fill in budget and wedding date. Those two feed three of the six factors between them.
- Don't override scores to reorder your list. Override when you genuinely know better, and use tags for everything else.
Frequently Asked Questions
Why did a lead's score drop without anyone editing it? Date proximity moves on its own — but it moves up as the date nears. A drop usually means a stage went backwards or the engagement signals aged.
Do I get a score on the free plan? No. Scoring is part of Complete.
Can I change the factor weights? No. They are fixed.
What happens to the override if the lead changes? It stands until you remove it. That is the point of it.
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