FT 05Future training — not an approved process

Lead or motivation scoring

Scoring engagement for sales follow-up.

Purpose and outcome

Why it matters. Training described scoring based on email engagement and high/medium/low intent web pages, passed to sales.

Expected outcome. Awareness only. A full SOP will be written after training and configuration are confirmed.

Prerequisites and access

Website intent mapping
Sales agreement

Key concepts

Status

This topic was mentioned in training but no complete operating procedure was established. Don’t treat anything here as configured or approved.

Needs confirmation

Needs dedicated training, configuration and approval.

Sources and items needing confirmation

From training· ~51:30–53:00Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)

Needs confirmation

Everything on this page.

Account configuration described in training reflects September 28, 2026 and may have changed.