Marketing automation lead scoring template

Steps in this flowchart

• New lead or activity
• Enrich firmographic data
• Fit score: title, industry, company size
• Engagement score: email, web, webinar
• Combined lead score
• Score above MQL threshold?
• Nurture track
• Score decay after 30 days inactive
• Mark as MQL
• Sync to CRM & assign owner
• SDR follow-up within SLA
• Sales accepts lead?
• Recycle with reason
• SQL: create opportunity
• Closed won?
• Feed back to scoring model

How to use this flowchart template

1. Click Open in the editor. The flowchart opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart TD
  A([New lead or activity]) --> B[Enrich firmographic data]
  B --> C[Fit score: title, industry, company size]
  A --> D[Engagement score: email, web, webinar]
  C --> E[Combined lead score]
  D --> E
  E --> F{Score above MQL threshold?}
  F -->|No| G[Nurture track]
  G --> H[Score decay after 30 days inactive]
  H --> E
  F -->|Yes| I[Mark as MQL]
  I --> J[Sync to CRM & assign owner]
  J --> K[SDR follow-up within SLA]
  K --> L{Sales accepts lead?}
  L -->|No| M[Recycle with reason]
  M --> G
  L -->|Yes| N[SQL: create opportunity]
  N --> O{Closed won?}
  O -->|Yes| P([Feed back to scoring model])
  O -->|No| P

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