Lead scoring: ranking enquiries without inventing a formula
Lead scoring decides who gets called first. How to build a score from what you can observe, why most models are too clever, and when scoring is not worth doing at all.
A customer journey map shows the real sequence from first contact to repeat purchase. How to build one from evidence, and why the gaps between stages matter most.
A customer journey is the sequence somebody actually passes through from first hearing of you to buying again — and the gap between that sequence and the one described in an internal diagram is where most lost business sits. The useful version is built from evidence rather than from a workshop, because what a team believes happens and what the records show are rarely the same thing.
Most journey work decorates the boxes and ignores the arrows. But customers are not lost during a stage, they are lost between stages — in the four days before a quote arrived, in the silence after a demo, in the week nobody followed up because the person who owned it was away. Measuring the gaps is less satisfying than describing the stages and almost always identifies the one change worth making, which is usually a shorter wait rather than a better page.
Be suspicious of any map where the stages all take similar time and nothing goes wrong. That is a description of policy, not of what happens — a real journey has one stage that takes three weeks for no good reason, and finding it is the whole point of the exercise.
A journey map earns its place only if something changes because of it: a response time shortened, a handover assigned, a step removed. Pick the single worst gap, fix that, and redraw in six months. Maps that get laminated and hung up are a sign the exercise became a deliverable instead of a diagnosis, and the second version is the one that matters because it can be compared with the first.
Ettex CRM holds the dates that make this measurable — when an enquiry arrived, when it was answered, when it moved on — so the gaps can be counted rather than estimated. Who owns each stage belongs beside those dates, since an unowned stage is where the waiting happens.
A one-page description of the real sequence a customer passes through, built from records of what happened rather than from an internal workshop.
The gaps — how long people wait between stages and where they drop out. Customers are lost between stages far more often than during them.
After you have fixed the worst gap, roughly every six months. A map nobody changes anything because of was a deliverable rather than a diagnosis.
Lead scoring decides who gets called first. How to build a score from what you can observe, why most models are too clever, and when scoring is not worth doing at all.
An account plan records who decides, what the customer is trying to achieve, and where the relationship is thin. The version that fits on a page and gets updated.
CRM data hygiene fails as a clean-up project and works as a measured routine. The numbers worth tracking, the fields worth enforcing, and why enrichment often makes things worse.