Lead Scoring & CRM Orchestration
The Challenge
Silktide was transitioning from a sales-led, outbound-heavy motion to an inbound marketing engine. They needed a measurable qualification model that bridged the gap between marketing and sales, but the existing CRM architecture lacked the governance to support it.
The Execution
Instead of just assigning points to pageviews, I built a foundational CRM architecture first. I established strict lifecycle ownership rules where HubSpot owned scoring and the early lifecycle, while Salesforce owned SQLs and downstream stages. Once the governance was locked down, I designed and operationalized a 100-point B2B lead scoring model across both platforms. The model was logically split between firmographic fit (40 points) and behavioral intent (60 points). To ensure execution, I built a 36-task, seven-phase build plan and handed off clear, documented specifications to the RevOps team.
The Empirical Pivot
I do not build models on boardroom assumptions. To calibrate the scoring thresholds, I pulled and analyzed 12 months of historical demo-requester data. The analysis revealed that 94 percent of conversions were actually single-touch events. Based on that data, I killed the planned multi-touch bonus weighting and adjusted the engagement thresholds to match where converters actually lived.
The Result
A fully operational, data-backed scoring engine that aligned marketing and sales around a single source of truth, eliminating disqualification noise and accelerating speed-to-lead for high-intent buyers.