Best for
- Teams whose scores continually rise without decaying
- Organizations using both fit and engagement signals
- Marketers triggering automations from score thresholds
Inventory contact and deal score rules, points, expirations, automation triggers, goals, tags, and custom fields to find inflation, stale intent, missing negatives, and weak sales-readiness thresholds.
A calibrated ActiveCampaign scoring model, rule-level findings, threshold recommendations, and controlled validation plan.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
2 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
A lead score becomes unreliable when high-frequency clicks dominate fit, negative signals are absent, points never expire, or thresholds were never calibrated to outcomes. ActiveCampaign separates Contact Scores and Deal Scores and can change them through automations, goals, tags, custom fields, site activity, and email engagement. Claude can inventory every rule and compare score bands with observed outcomes while avoiding a false claim that correlation proves causation. Human approval preserves the operating agreement between marketing and sales.
Expected results
Records or configurations reviewed
100% of the approved in-scope population
The run reconciles every eligible record or configuration item to the signed source manifest rather than relying on an informal sample.
Evidence validation
Stratified QA before action
Every major finding class and high-impact segment is checked against source records before operational changes are approved.
Decision output
One owner-ready action register
Findings are converted into deduplicated actions with evidence, confidence, owners, approvers, deadlines, and rollback requirements.
Operational reuse
Versioned recurring runbook and Claude Skill
The same inputs, rules, prompts, schemas, validation gates, and metrics can be rerun while preserving a visible change history.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-60 min
30-60 min
Choose a concrete event such as accepted lead, qualified deal, meeting held, or opportunity creation. Separate fit, engagement, and deal intent when they drive different actions. Work from ActiveCampaign using contact ID, contact score, deal score, score rule as the minimum evidence set. Complete this work in ActiveCampaign or the controlled working file; no Claude prompt is needed for this step. Save the finished artifact in the score-rule calibration report with the run date, owner, evidence reference, confidence, and approval status. Treat existing customers as a separate exception class and do not count it as failure unless the policy says so.
Define the outcome the score should predict completed as a dated section of the score-rule calibration report, with contact ID, conversion rate by score band, evidence links, owner, and approval status for change point weights.
Do not let contact ID stand in for contact score; that shortcut creates false positives in lead scoring model. Document the result in the same run folder so the next cycle can compare like with like. Apply it specifically during “Define the outcome the score should predict.”
30-60 min
30-60 min
Export contact scores, deal scores, rule names, point values, trigger events, expiration, caps, negative points, automation dependencies, and routing thresholds. Capture deal score, score rule, points added, points expired in a dated working table before interpreting the result. Complete this work in ActiveCampaign or the controlled working file; no Claude prompt is needed for this step. Save the finished artifact in the score-rule calibration report with the run date, owner, evidence reference, confidence, and approval status. Quality-check the result against negative signals reduce stale scores, then route any contradiction to the named data owner.
Inventory every scoring rule completed as a dated section of the score-rule calibration report, with contact score, false-positive rate, evidence links, owner, and approval status for add expiration.
Keep partners visible as its own class because merging it into the main failure rate will distort the decision. Document the result in the same run folder so the next cycle can compare like with like. Apply it specifically during “Inventory every scoring rule.”
Pro workflow preview
Previewing 2 of 12 steps
Get the remaining 10 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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