Account Engagement Scoring and Grading Worksheet

Highlights:

Build Perfect Grading Profiles

Figure Out Your Global Scores

Find Your Most Engaged Prospects

What's inside?

The Pardot Grading & Scoring Worksheet is a practical tool that marketers can use to figure out the answers to their Scoring and Grading model. It’s best used in conjunction with our B2B Marketer’s Handbook: Pardot Grading & Scoring That Works.

To make life really simple, the Pardot Grading & Scoring Worksheet is an interactive PDF that you can complete digitally, with no need to print.


Although, if you’re a pen and paper person, you can print too!


Using the general process we use ourselves at MarCloud, it will guide you step-by-step through collecting the information you need about your buyers and using this to plan.


It includes:

 

  • Example Grading Profiles
  • How grades are increased/decreased
  • A matrix for grading based on your own criteria
  • Reminders about considering Salesforce values
  • Guide to mapping Automation Rules
  • Suggestions for lead scoring that you can tailor and adjust later


What’s more, to help you get started on the right foot we’re offering a free review of your completed worksheet! All you have to do is email it to us at scoring@marcloudconsulting.com and we’ll give you a bit of feedback and some tips.

Client reviews

Business Services

The services MarCloud provided – and continue to provide – during the implementation, build and management of Pardot have been pivotal to the success of Bruntwood’s marketing, business development and innovation services teams, a project that kicked off in 2019. We’ve been working with the team ever since, a relationship that has gone from strength to strength and has evolved and developed around various business needs and customer engagement goals. What sets MarCloud apart from the very few other dedicated Marketing Cloud automation consultancies is their expert-level product knowledge and the fact that they are genuinely great to work with. 

Nicoll, Digital Marketing Manager, Bruntwood

Business Services

They’ve not only demonstrated a firm grasp over Pardot + Salesforce that results in creative custom solutions that fit our current setup but also have shown an incredible dedication to responsive and thorough client management.

Julie, Associate Project Manager, Common