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Peak CRM / Lead scoring template

Every point.
With a reason.

Lead scoring only becomes useful when everyone sees why a lead is hot. Edit signal, reasoning and rating on a sample lead.

For which occasion?

Change the title. The contact card next to it reacts instantly.

Edit all texts and details ↗Test the contact card directly ↗
Local demo with sample data
Contact card · previewPreview reacts instantly
Peak CRMLocal demo with sample data

Signal: timeframe named (+20, sample value)

Reasoning: whoever names a concrete start has already planned the project. In the example also: a fitting industry.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailText, details & next action
01

Your draft

Make it yours.

Additional details

Name, e-mail and request are always included in this demo.

JSON file for your local draft. Not an import into Peak CRM.

01 / Anatomy of a rating

Signal, reasoning,
rating.

The preview shows how a signal and its reasoning turn into a clear rating with a next action.

01 / The contextYour current draft

A beginning
that fits the contact.

Peak CRM · local preview
Signal: timeframe named (+20, sample value)

Reasoning: whoever names a concrete start has already planned the project. In the example also: a fitting industry.

Context → Details → Next action

The first entry says what this moment is about.

02 / The details
5visible details
01नाम02E-mail03Request04Company05Next appointment
03 / The next actionText preview

And then?
A clear next action.

Rating: hot. Next action: call back today.

Test it in the contact card directly above.

02 / Three lead sources

Same rules.
Different signals.

Inbound enquiry, referral or trade-fair contact: each source brings different signals.

Another example replaces the current demo draft.

  • 01 / InboundSelected

    The enquiry comes by itself.

    Signals from a website enquiry.

    Inbound lead

    „Signal: timeframe named (+20, sample value)“

    5 details · Company + Next appointment
  • 02 / रेफ़रलSample draft

    Trust is already there.

    Signals from a customer's referral.

    Referral lead

    „Signal: referral by an existing customer (+25, sample value)“

    5 details · Company + Phone
  • 03 / Trade fairSample draft

    A conversation at the booth.

    Signals from a short trade-fair conversation.

    Trade-fair lead

    „Signal: interest shown at the booth (+5, sample value)“

    4 details · Company

03 / Move on deliberately

Your rules, traceable.

Download the draft locally and discuss the weighting with your team before you use it.

Your context, your details and your next action — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Where do the point values come from?

They are sample values. They show the principle; you set the weighting for your own sales process.

Does the scoring decide about leads automatically?

No. The scoring only ranks and explains the order; you make the decision.

Why is the scoring deliberately simple?

Because a team should understand every point. A few clear criteria are easier to check than an opaque model.

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