Morning: quick diagnosis — find the usual suspects
1. Check the scoring property itself: open the score rules and read them, then note which contact/company properties they reference and what values they expect.
2. Look for missing or stale fields: filter a sample of recent leads and count how many lack the properties used by your rules (eg. job title, industry, last site visit).
3. Spot gaps in activity tracking: confirm your main forms, tracked page views and tracked emails are firing for the last 30 days — if a form stopped sending submissions, scores won’t move.
4. Find duplicate or mis‑staged records: search for duplicate emails or contacts stuck at customer/lead lifecycle stages so scoring is being applied to the wrong records.
Midday fixes — low‑risk steps to correct and stabilise scores
5. Backfill the easy data first: update missing key fields from CSVs, form history or your CRM import in small batches so score rules see the values.
6. Merge duplicates carefully: merge test pairs and confirm which values survive; merge only small batches and check score changes immediately after.
7. Pause or sandbox risky workflows that change scoring or lifecycle stage: turn them off while you test fixes so automations don’t mask the effect of your changes.
8. Adjust rule order and thresholds (small steps): where scores overlap, reduce point values or add exclusions rather than rewiring everything at once.
9. Add a temporary audit property: create a checkbox or timestamp property (eg. Score-audited) and update it when you touch a record so you can filter changes you’ve made.
10. Create 2–3 test contacts: one cold lead, one engaged lead, one customer; run them through forms and email flows to see expected score moves before re‑enabling automations.
Afternoon: validation and short‑term monitoring
Run the test contacts and a small sample of real leads through the normal journey and watch scores update in real time. Use simple lists (eg. score > X but lifecycle = Lead) to catch obvious mismatches and check your workflows don’t immediately overwrite your corrections.
Set a basic dashboard or saved reports to monitor score distribution, recent score changes and the audit property you added. Assign a single owner for the next two weeks to watch for regressions and keep a rollback plan (undo merges, re‑enable workflows one at a time). If you want a short, practical audit or a tidy checklist template to run with your team, Optira can help run this safely for a few hours.