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Most run 4 to 8 weeks. Weeks 1 to 2 cover design: the fit and behaviour criteria, the thresholds, and what a score should trigger. Weeks 3 to 5 cover the build: scoring properties, the rules behind them, and the routing or nurture each score sets off. Weeks 6 to 8 cover review and training, so sales trusts and acts on the score.
Yes. Scoring combines firmographic fit with behaviour, so the model reflects the business's actual ideal customer rather than a generic template. Custom properties feed sector-specific signals. PYB has built lead scoring for clients whose best prospects were lost in an undifferentiated list.
Scores update automatically as a contact's fit data and behaviour change, and the model is reviewed against which leads actually convert so the weighting stays right. Clean data underpins it. That ongoing calibration is what keeps a score a reliable signal rather than a number that drifts out of date.
Marketing Hub Professional for behavioural and predictive scoring, or Enterprise for more advanced models. Sales Hub Professional for the routing and tasks a score triggers. Operations Hub for the data hygiene behind reliable scores. Custom Objects (Enterprise tier) where scoring draws on a bespoke model.
HubSpot holds SOC 2 Type II and ISO 27001, with consent controls on the data that feeds scoring. PYB adds its own ISO 27001 and ISO 9001. For a business profiling leads to prioritise them, that supports a consent-aware approach to the data used.
A 15-minute call to walk through ranking your leads by fit and intent, surfacing the best ones, and keeping reps off the prospects who never buy.