Lead scoring and qualification workflows

**Purpose**

1.1 Automate scoring and qualifying prospective students based on their actions, demographics, academic background, and intent signals to improve marketing ROI and admissions productivity.
1.2 Route high-potential leads to admissions staff, nurture warm prospects, and segment out unqualified individuals using algorithmic rules and engagement analytics.
1.3 Enable timely, contextual communication and pipeline management for acupuncture training program inquiries.
1.4 Create a closed-loop feedback system to constantly refine lead quality profiles for targeted campaigns.
1.5 Integrate multi-channel data sources for holistic prospect scoring.

**Trigger Conditions**

2.1 New inquiry submitted on website lead form or landing page.
2.2 Completion of a downloadable resource (e.g., syllabus, event sign-up).
2.3 Social media direct message received via Facebook or Instagram.
2.4 Third-party lead list import via CSV or API.
2.5 Email reply detected in admissions inbox.
2.6 Specific demographic or questionnaire response received.
2.7 Engagement with SMS campaigns.
2.8 Opening or clicking in nurture email campaigns.
2.9 Scheduled appointment booked for open house or virtual tour.
2.10 Behavior flag, such as site revisit within 7 days.

**Platform Variants**

3.1 Salesforce CRM
• Feature/Setting: Lead Scoring Rules – Use Process Builder and Einstein Lead Scoring to assign prospect scores automatically.
3.2 HubSpot
• Feature/Setting: Lead Scoring Tool – Configure workflows to set points based on form fills, downloads, and email opens.
3.3 Zoho CRM
• Feature/Setting: Lead Scoring Rules – Automate score increment/decrement using custom fields and workflows.
3.4 Microsoft Dynamics 365
• Feature/Setting: Predictive Lead Scoring in Sales Insights – Enable ML-based scoring and qualification pipelines.
3.5 Pipedrive
• Feature/Setting: Custom Fields + Workflow Automation – Assign scores via activity triggers and webforms.
3.6 Marketo
• Feature/Setting: Smart Campaigns – Attribute scores by engagement type, behavioral signal, or demographic filter.
3.7 ActiveCampaign
• Feature/Setting: Lead Scoring Engine – Map prospect engagement data to scoring rules and automation series.
3.8 Mailchimp
• Feature/Setting: Contact Ratings + Automations – Adjust star ratings based on campaign activity and embedded signup forms.
3.9 Intercom
• Feature/Setting: Custom Bots + Lead Qualification Logic – Assign scores in real-time chat and trigger nurturing paths.
3.10 Drift
• Feature/Setting: LeadBot Qualification Playbooks – Automatically ask & score responses through conversational chatbots.
3.11 Google Sheets
• Feature/Setting: Scripts/API Integration – Calculate lead scores via Apps Script based on imported form or campaign data.
3.12 Facebook Lead Ads
• Feature/Setting: Webhook Connector – Auto-import leads and assign qualification tags based on ad responses.
3.13 Typeform
• Feature/Setting: Logic Jumps + Integration API – Route responders based on answers; send scores downstream.
3.14 Calendly
• Feature/Setting: Webhook/Integration – Trigger score bumps on booked admissions appointments.
3.15 Twilio SMS
• Feature/Setting: Programmable Messaging/Webhooks – Analyze SMS replies to increment score or segment leads automatically.
3.16 SendGrid
• Feature/Setting: Event Webhook/API – Track email engagement to update lead scores in database.
3.17 Google Analytics
• Feature/Setting: Event Tracking API – Score site visits and conversion events for known leads.
3.18 Slack
• Feature/Setting: Incoming Webhooks – Alert staff on high-score lead arrival and push updates to dedicated admissions channel.
3.19 Notion
• Feature/Setting: Database API – Sync scores and qualification status for collaborative review by admissions team.
3.20 Airtable
• Feature/Setting: Automations – Filter, score, and flag leads using formulas and triggered scripts.
3.21 Freshdesk
• Feature/Setting: Ticket Automation Rules – Score, sort, and route new inquiries for follow-up.
3.22 ClickSend
• Feature/Setting: SMS API – Trigger nurturing workflows for semi-qualified or unresponsive leads.

**Benefits**

4.1 Reduces manual admissions tasks and increases response speed for top prospects.
4.2 Improves targeting and personalization by dynamically segmenting leads.
4.3 Enhances marketing ROI by focusing efforts on high-fit, high-intent prospects.
4.4 Refines lead generation channels by closing the loop between source and qualification outcomes.
4.5 Supports scalable, multi-channel lead nurturing and team collaboration.