Lead scoring decides how well each lead fits the companies and people you sell to, and gives every lead a grade: P1 , P2 , P3 , DQ (disqualified), or ? when it could not be scored. You set it up on the Lead Scoring page in the sidebar.
Treat the score as a way to sort leads for review, not as permission to contact them. Change one thing at a time, and test with leads you already know are a good or a bad fit.
| Tab | What you set there |
|---|---|
| Overview | Which Lead Scoring applies to which combination of company segment and persona, and how the grade is calculated. |
| General settings | A description of your company, what counts as a competitor, which companies to disqualify, and the language of AI output. |
| Company Segments | The kinds of companies you sell to. |
| Persona Segments | The people you want to reach at those companies. |
| Lead Scoring | The criteria that award points or disqualify a lead. |
| Change log | Scores that someone in your team changed by hand. |
A tab with a green check is complete. A red ! means something needs your attention: hover it to see what, and click an entry to jump straight to it. Every tab saves through the bar at the bottom: Save changes or Discard changes.
Segments are grouped into Prospect segments, Partner segments, and Investor segments. Partner and investor segments can be switched on or off as a group.
Click a segment to open it. Describe the kind of company in plain words: what it does, who its customers are, and what separates it from your other segments. Below the description, Personas in this segment shows which personas apply to this kind of company and which Lead Scoring grades them.
Use Test segments to check a sample of real companies against your segments before you rely on them.
Describe each persona by what the person is responsible for, not only by title. Then add Example job titles to include and Example job titles to exclude. If a title appears in both lists, the exclusion wins. Segments this persona exists in links the persona to the company segments where it applies.
Use Test personas to check a sample of real people.
Every segment and persona has an on/off switch. A switched-off segment or persona keeps its text and links, but it is not used for scoring ("Deactivated — not used for scoring"). Leads that would fall into it are shown as ?. Switching off is reversible, so prefer it over Delete permanently.
A Lead Scoring is a set of criteria. You can have more than one, and on the Overview tab you choose which one applies to which company segment and persona.
Company HQ, Any company location and Person location take countries, regions and groups from the list, for example Europe, DACH or Asia. A place the list does not have, such as "Bay Area" or "Asia (excl. China)", can be typed: the list's matches come first, and your text is offered last with Add as new. Press Enter, or click elsewhere, to keep it. A value typed in another case is taken in the list's spelling, and a value already in the row is not added twice.
When a location matches entries in several rows, the most specific entry decides:
Only when two matching entries are equally specific does the higher score count. Any company location looks at each of the company's locations on its own and counts the highest score.
When you click Save changes, Signalist first checks your changes for conflicts. It then says Everything checks out. or lists the conflicts with Fix and Save anyway. A conflict is the same value in two rows (Germany in +3 and in +1), two names for the same area ("Bay Area" and "SF Bay Area"), or two regions that partly overlap (DACH and European Union share Germany and Austria). A place inside another place, such as China in Asia, is not a conflict: the more specific entry decides its score.
Saved changes apply the next time leads are enriched. Leads that already have a score keep it until you rescore them:
| Problem | What to check |
|---|---|
| A good lead is disqualified | A value in a Disqualify row, a criterion set to Disqualify the lead when information is missing, or the company matching your competitor or disqualify description. |
| Too many leads are P1 | Your +3 rows are too broad. Move values down to +2 or +1, or add criteria that separate strong from average leads. |
| A lead shows ? | Its segment or persona is switched off, no persona is linked to its segment, or no persona applies (for example an investor when you have no investor persona). |
| Large companies are not scored as expected | Check the size warning on the Lead Scoring tab: sizes in no row score 0 points. |
| A lead in a country scores differently from its region | That is intended when the country has a row of its own: the most specific entry decides. Remove the country, or put it in the region's row, to give it the region's points. |
| A change has no effect on existing leads | Existing scores are kept. Rescore the leads as described above. |
Signalist's AI writes your messages from what it knows about the lead, your company, and your rules. You shape the result in four places: the Copywriting page, your personal copywriting settings, the Templates page, and AI snippets inside a message.
The Knowledge Base tells the AI what you sell, to whom, and why it matters. Signalist builds a first version for you from your answers and your website. Review it, correct what is wrong, and approve it, because your AI messages and research draw on it.
Write Deep Research prompts around a decision: qualify an account, verify a signal, identify the relevant role, or find a factual conversation angle. A focused prompt produces more useful results than an open ended request to research everything.