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Quick Start

The Quick Start wizard helps you set up a complete lead scoring configuration in minutes. Instead of manually creating scoring rules, levels, filters, segments, and triggers one by one, Quick Start generates a full working configuration based on your industry and scoring preferences.

Why Use Quick Start?​

Building a lead scoring model from scratch requires coordinating many moving parts: scoring rules for different event types, engagement levels to categorize leads, inorganic activity filters to prevent false signals, segments to group leads, and triggers to automate follow-up. Quick Start handles all of this in a single guided workflow.

Quick Start is ideal when you are:

  • Setting up LeadVibe for the first time
  • Launching a new scoring model for a different business unit
  • Starting fresh after experimenting with manual configuration

How the Wizard Works​

The Quick Start wizard walks you through four steps:

Step 1: Choose Your Industry​

Select the industry that best matches your business. Each industry template is designed around the specific engagement patterns and buying signals typical of that vertical.

Available industries:

IndustryBest For
SaaSSoftware subscriptions, trials, demos, and product-led growth
E-commerceOnline retail, DTC brands, carts, purchases, and loyalty
B2B ServicesAgencies, MSPs, and outsourced business services
Professional ServicesConsulting, legal, accounting, and advisory firms
HealthcareHealth tech, medical devices, EHR, and telehealth platforms
Financial ServicesFintech, payments, lending, and wealth management
Education / EdTechOnline courses, LMS platforms, enrollment, and student engagement
InsuranceCarriers, brokers, insurtech -- quotes, applications, and policies

Step 2: Select Scoring Intensity​

Choose how aggressively you want to score lead activity:

  • Conservative: Lower point values and higher thresholds. Leads must demonstrate sustained engagement before being flagged as high-intent. Best when you want to avoid false positives and only surface the most qualified leads.
  • Aggressive: Higher point values and lower thresholds. Leads reach high-score levels faster. Best when you want to capture every possible signal and your sales team can handle a higher volume of leads.

Step 3: Configure Scope​

Choose whether to include account-level configuration alongside lead-level scoring:

  • Lead scoring only: Creates engagement scoring rules, profile scoring rules, levels, filters, segments, and triggers for individual leads.
  • Include account scoring: Also creates account scoring rules and account levels. This option is available when Account-Based Marketing (ABM) is enabled in your organization's settings.

Step 4: Review and Apply​

Review a summary of everything Quick Start will create, including:

  • Engagement rules: Scoring rules for event types relevant to your industry
  • Profile rules: Scoring rules based on lead attributes (job title, seniority, company size)
  • Account rules: Scoring rules based on account attributes (if included)
  • Engagement levels: Score ranges that categorize leads (e.g., Cold, Warm, Hot, Very Hot)
  • Profile levels: Score ranges for lead fit quality
  • Account levels: Score ranges for account quality (if included)
  • Inorganic activity filters: Thresholds to detect automated or non-human engagement
  • Segments: Pre-built lead groups based on common criteria
  • Milestone triggers: Automated actions when leads cross score thresholds
  • Sequence triggers: Automated actions when leads complete specific action sequences

Click Apply to create all configuration items at once. If you already have existing configuration, Quick Start will warn you before merging new items with your current setup.

After Quick Start​

Once Quick Start completes, your configuration is fully active. You can:

  • Customize point values: Navigate to Configure > Scoring to adjust individual rule weights
  • Edit levels: Go to Configure > Levels to change score range boundaries
  • Modify segments: Visit Configure > Segments to refine segment rules
  • Tune triggers: Open Configure > Triggers to adjust thresholds and add webhook URLs

Quick Start creates a strong foundation. Think of it as a starting point that you refine over time based on how your leads actually behave.

Dismissing and Restoring Quick Start​

Once you have applied a configuration (or prefer to set things up manually), you can hide the Quick Start tab:

  • Click Hide Quick Start at the top of the wizard, or
  • Open the overflow menu (three-dot icon) in the Configure header and uncheck Show Quick Start

To bring it back later, open the same overflow menu and check Show Quick Start.

Best Practices​

Start with Quick Start, Then Customize​

Apply a template first, then spend a week observing how scores distribute across your leads. Adjust point values and thresholds based on real data rather than guessing from scratch.

Match Industry to Engagement Pattern​

Choose the industry that matches your lead engagement model, not necessarily your legal industry classification. A SaaS company selling to healthcare organizations should typically choose SaaS because the buying signals (demos, trials, pricing pages) align with SaaS engagement patterns.

Use Conservative for New Deployments​

If this is your first time setting up lead scoring, start with Conservative intensity. It is easier to lower thresholds once you understand your data than to recalibrate after flooding your sales team with low-quality alerts.