HubSpot Lead Scoring & Qualification Setup

Service Scope

HubSpot Lead Scoring & Qualification Setup is a fixed-scope HubSpot Email Marketing service for one business, one compatible HubSpot account, and one contact or company lead score.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Qualification Model

We review the attributes and engagement events that should indicate fit, intent, or readiness, then translate the approved model into a practical HubSpot lead score.

• Fit criteria
• Engagement events
• Positive and negative scoring
• Inclusion criteria
• Qualification thresholds

Build the HubSpot Lead Score

We configure one fit, engagement, or combined lead score with up to twenty approved criteria and up to three qualification thresholds, depending on the active HubSpot plan.

• 1 lead score
• Fit, engagement, or combined model
• Up to 20 approved criteria
• Up to 3 thresholds
• Inclusion criteria and score property setup

Testing and Validation

We test representative records, review the score distribution where available, and document any data gaps that reduce the usefulness of the scoring model.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot lead score
• Up to 20 approved criteria
• Up to 3 qualification thresholds
• Inclusion criteria
• Score property configuration
• Representative record testing
• Score distribution review where available
• Implementation summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Marketing Hub or Sales Hub plan supporting the requested lead scoring tool
• Written definition of a qualified lead
• Accurate CRM properties and engagement history
• Representative records across different lead-quality levels

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• AI score model training beyond native included features
• Custom machine-learning model development
• Large-scale CRM data remediation
• Sales process redesign
• Ongoing score optimization
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue