Enterprise / PE-backedFintech & Financial Services

The scoring model wasn't broken, 90,000 contacts had no industry

~90 bad merges caught before reporting

HubSpotSegment
Play leadChristopherRevOps team · LeanScale

The problem

Lead scores were skewing in ways the model design did not explain. An audit traced the cause upstream: roughly 90,000 contacts had no industry value and roughly 80,000 had no associated company record, so fit scoring had almost nothing to score against. Thousands more contacts were tagged to the wrong segment entirely.

The play

  1. 1
    Root-cause the skew instead of re-tuning around it

    Traced skewed scoring to missing firmographic data rather than model design, roughly 90,000 contacts with no industry and roughly 80,000 with no associated company, and reported the cause rather than adjusting weights to hide the symptom.

  2. 2
    Segment correction at the sourceSegment

    Fixed roughly 1,100 mis-tagged segment contacts as the upstream cause of the skew, and cleaned segments containing firms outside the approved list.

  3. 3
    Auditing a merge run before it reached reporting

    Audited a bulk deduplication run of roughly 2,100 merges and caught around 90 problematic merges, including roughly 60 discarded qualified leads, before they corrupted the reporting they fed.

  4. 4
    Email validation across the database

    Ran an email-validation audit to separate deliverable contacts from decayed ones, so list size stopped flattering the engagement numbers.

  5. 5
    Ownership continuity through a rep departure

    Managed a rep departure end to end, roughly 5,500 contacts reassigned across departed owners and 14 workflows updated, so no in-flight leads went cold during the handoff.

  6. 6
    A taxonomy so the gaps do not reopen

    Scoping a company-hierarchy and ICP taxonomy so firmographic data has a structure to hang on going forward, rather than being re-cleaned every year.

What it moved

~90 bad merges caught before reporting

Root cause found rather than papered over. The scoring skew was traced to roughly 90,000 contacts with no industry and roughly 80,000 with no associated company, and to roughly 1,100 mis-tagged segment contacts upstream of it.

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