Lead Scoring — Web App

How to set up Lead Scoring in TAMI to score and prioritise your leads against your Ideal Customer Profile (ICP).

What is Lead Scoring?

Lead Scoring lets you define your Ideal Customer Profile (ICP) and automatically score companies against it. Matching companies are assigned a star ranking, helping you instantly prioritise the highest-value prospects in your lists.

• ⭐⭐⭐⭐⭐ = Perfect ICP match

• ⭐ = Lower priority

⭐⭐⭐⭐⭐ = Perfect ICP match

⭐ = Lower priority

Step 1: Set Up Your ICP

Before scoring any leads, you need to configure your ICP rules.

1. Click Lead Scoring in the top navigation bar

Click Lead Scoring in the top navigation bar

2. Click Settings (top right)

3. Click Create New Settings

1. Define your filters. You can score by:

   • Country / location

   • Physical location

   • Industry and sub-industry

   • Turnover

   • Number of employees

   • Has online payments / add to cart

   • International shipping

   • Online presence

   • Brand seller / Amazon seller

   • Website technology

   • Payment provider and method

   • Shipping provider, evidence, and destination

2. Click Save

Define your filters. You can score by:

Country / location

Physical location

Industry and sub-industry

Turnover

Number of employees

Has online payments / add to cart

International shipping

Online presence

Brand seller / Amazon seller

Website technology

Payment provider and method

Shipping provider, evidence, and destination

Click Save

Step 2: Start Lead Scoring

1. Click + New Lead Scoring from the Lead Scoring dashboard

2. Import file - upload a CSV file (max 30MB). Your file must include at least one of:

   • Company website

   • Company name

   • Company LinkedIn Link

   Tip: Download the example file if you need a template.

3. Click Continue

4. Map columns - match your CSV headers to TAMI fields (Website, LinkedIn Link, VAT Number, Company Name, Industry, Country, Region)

Click + New Lead Scoring from the Lead Scoring dashboard

Import file - upload a CSV file (max 30MB). Your file must include at least one of:

Company website

Company name

Company LinkedIn Link

Tip: Download the example file if you need a template.

Click Continue

Map columns - match your CSV headers to TAMI fields (Website, LinkedIn Link, VAT Number, Company Name, Industry, Country, Region)

The more fields you map, the better the match rate.

5. Click Continue

6. Review and Finish - check the total records and max credits to be used, then click Start Scoring

You will receive a notification and email when your results are ready.

Step 3: View Your Results

Once complete, your scoring run appears in the Lead Scoring dashboard showing:

• Status - Complete / Processing

• Total Records - number of companies uploaded

• Matched Records - companies found in TAMI's database

• Duplicates

• Ranked - companies matched against your ICP rules

Status - Complete / Processing

Total Records - number of companies uploaded

Matched Records - companies found in TAMI's database

Duplicates

Ranked - companies matched against your ICP rules

Click View List to open your results. You will see:

• Companies Uploaded - total submitted

• Companies Matched - found in TAMI

• Not Matched - not found in database

Companies Uploaded - total submitted

Companies Matched - found in TAMI

Not Matched - not found in database

Each company shows its star rank, industry, turnover, and employee count.

From the results page you can:

• Add Companies to a List for further action

• Export List to Excel

• Filter by rank using View Rank

• Remove individual companies

Add Companies to a List for further action

Export List to Excel

Filter by rank using View Rank

Remove individual companies

Things to Know

• Rankings are static. If you update your ICP rules, existing scored lists will not automatically refresh. Run a new scoring to get updated results.

• Star ratings also appear inline when browsing companies in the List Builder

• The more fields you map in Step 2, the higher your match rate will be

• Use Lead Scoring before enrichment to focus your credits on the highest-priority prospects

Rankings are static. If you update your ICP rules, existing scored lists will not automatically refresh. Run a new scoring to get updated results.

Star ratings also appear inline when browsing companies in the List Builder

The more fields you map in Step 2, the higher your match rate will be

Use Lead Scoring before enrichment to focus your credits on the highest-priority prospects