Lead scoring without rules: a five-minute setup.
Hand-tuned points tables go stale fast. Here is how to set up adaptive AI lead scoring in five minutes — and the trap most teams fall into.
Hand-tuned lead scoring rules — "+10 points for a demo request, +5 for a download" — are a maintenance burden that goes stale within months. The replacement is adaptive AI scoring that retrains on your closed-won deals.
Setup
In AutomatticCRM:
- Open Sales → Lead scoring.
- Toggle "AI scoring" on.
- Pick the closed-won deal window (last 90 days is a good default).
- Save.
The scoring model now updates daily based on which leads actually closed.
The trap
Teams over-engineer lead scoring before they have closed-won data. If you are pre-product-market-fit, do not score leads — talk to all of them. AI scoring earns its keep starting at ~50 closed-won deals.
Reading the score
A score is just an ordering. Sort your inbound queue by score and you have a prioritized work list. Do not show scores to reps as the main UI — show next actions.