Intelligence
GuideFinancial services6 min read · 8 May 2026 · Inifye Revenue Research

How to score leads properly without hiring a data team

Fit and intent, explained in plain language, with the handful of inputs that do 90% of the work.

LinkedIn WhatsApp

6

Inputs needed

30 min

Time to set up

good enough

Typical accuracy

Two numbers, not twenty

Fit answers 'should we want them?'. Intent answers 'are they ready now?'. Almost every scoring model that fails does so because it mashes those two into one number.

ScoreInputs that matterWhat it changes
FitIndustry, size, location, what they buyWhether you pursue at all
IntentRecency, page depth, questions asked, budget languageHow fast you respond

What better targeting is worth

Two numbers from your business, pre-filled with the financial services benchmark. Everything else assumes a conservative 20% close rate on the deals AI recovers.

$3,782,976

Extra revenue a year

+56

Extra deals a year

256 hrs

Selling hours returned

See it run on your business

See it run on your business

Enter what you sell and watch Sales Intelligence build the page, answer the enquiry and route the buyer — in about two minutes.

Financial services benchmark

Average deal
$68,000
Enquiries a month
61
Median first reply
11 hrs
Close rate
19%

Biggest leak in financial services: compliance-heavy handoffs losing days between teams.

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