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Lead scoring for small B2B teams, with an ICP template

Lead scoring gives every lead a number, so you know who to contact first. For a small team, keep it to two parts: fit (does this company and person match your ideal customer profile) and timing (is there a recent sign they need help now). Score each out of 50, add them up and work your list from the top. Build it from your best customers, not from guesses.

Start with your ideal customer profile

Your ideal customer profile (ICP) describes the company that gets the most from your work. A buyer persona describes the person inside it. You need both, and the ICP comes first.

  1. List your five to ten best customers. The ones who paid well, were easy to work with, got results and would refer you.
  2. Write down what they share. Industry, size, location, business model, the problem they had and what happened right before they bought.
  3. Note who signed and who used it. They’re often different people.
  4. List your deal-breakers. The customers you’d rather not take again, and why.

New business with few customers? Use the conversations that went furthest, and update the profile after every new client.

ICP template to copy

Offer:
Based on these customers:
Industry or type of business:
Size (people or revenue):
Location and language:
Business model:
The problem they had before buying:
What happened right before they bought:
Who decides:
Who uses it day to day:
Tools they already use:
Deal-breakers:
Filled in (example): a bookkeeping firm for online stores
FieldAnswer
IndustryOnline stores selling physical products.
Size5 to 50 people.
Problem before buyingMonth-end takes two weeks and the numbers arrive too late to act on.
What happened right beforeHired a first finance person, raised money or moved to a new sales channel.
Who decidesFounder or head of operations.
Deal-breakersWants a one-off tax return only.

A 100-point lead scoring model

Fit tells you whether to contact someone at all. Timing tells you whether to do it now. Adjust the points to match what predicts a good customer for you.

Score fit and timing out of 50 each
CriterionPointsExample
Fit: industry matches15An online store, for the bookkeeping firm above.
Fit: size in range1012 people.
Fit: right role15Founder or head of operations.
Fit: location and language you serve5Based in a country you work in.
Fit: uses a tool you work with5Runs on the store platform you know.
Timing: described the problem in their own words, recently20“Our month-end is a mess again.”
Timing: recent trigger (job change, hiring, funding)15Posted a job ad for a finance assistant.
Timing: engaged with you10Commented on your post or replied to your newsletter.
Timing: a second signal on the same company5Hiring and a new sales channel in the same month.

Disqualify outright: competitors, suppliers, anyone who asked not to be contacted and anything that hits a deal-breaker. Give no timing points for signals older than six months. To choose which signals to track, see buying signals.

Set thresholds and act on them

Add one rule on top: if fit is under 30, don’t contact them however strong the timing looks. A great signal at the wrong company is still the wrong company.

Score three leads (example)

Keep the score honest

A score orders your list. It isn’t a chance of buying. Once a month, compare scores with what actually happened: replies, meetings and new clients. If high scores keep going nowhere, change the weights. If your best new client scored 55, find out what you missed.

For a closer look at individual leads, use How to qualify LinkedIn leads without guessing. To track results, see How to measure LinkedIn client acquisition. Wondering whether software or a hire should run this for you? Read AI SDR vs hiring an SDR.

How Brava scores leads

Brava, your AI agent in bravabase, learns your offer and ideal customer from your website and a short brief. Every lead it finds gets a 0–100 fit score against that offer, shown with the evidence and the dated signal behind it. Keep or skip a lead with a reason, and Brava uses it to sharpen the next search.

See prospecting, Brava and pricing.

Questions about lead scoring

What is a good lead score?

Whatever score your best customers would have had before they bought. In the model above, 80 or more out of 100 means contact this week, and 50 to 79 means keep watching.

What is the difference between an ICP and a buyer persona?

An ideal customer profile describes the company that gets the most from your work. A buyer persona describes the person inside it who decides or uses it.

Does a small team need lead scoring?

Yes, once you have more leads than time. A simple fit-plus-timing score makes sure your best hours go to the people most likely to need you now.

How often should I update my lead scoring?

Check it monthly against real results, and update your ICP after each new client. Change the weights when high scores stop turning into conversations.