Lead Scoring Criteria Template

# Lead Scoring Framework for Real Estate Agents

Use this framework with your CRM or AI lead scoring tool to prioritize follow-ups.

## Scoring Criteria (100 points total)

### Engagement Level (30 points)
- Viewed 5+ listings: +10
- Saved a property: +10
- Requested showing: +15
- Attended open house: +20
- Clicked mortgage calculator: +10
- Returned to site 3+ times: +10

### Financial Readiness (25 points)
- Pre-approved for mortgage: +25
- Discussed budget range: +15
- Currently renting: +10
- Lease ending within 6 months: +15

### Timeline (25 points)
- Buying within 30 days: +25
- Buying within 90 days: +15
- Buying within 6 months: +10
- "Just looking": +2

### Profile Match (20 points)
- In target price range: +10
- In target neighborhood: +10
- First-time buyer (higher motivation): +5
- Relocating (urgent need): +15

## Lead Tiers
- **Hot (80-100):** Call within 1 hour. Personal outreach.
- **Warm (50-79):** Call within 24 hours. Automated + personal.
- **Cool (25-49):** Email drip campaign. Weekly check-in.
- **Cold (0-24):** Monthly newsletter. Long-term nurture.