Pardot B2B Marketer's Handbook

Account Engagement Scoring and Grading Worksheet

A Pardot worksheet for you to complete.



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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.

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About MarCloud Consulting

MarCloud Consulting was set up to address the resource shortage and knowledge gap around Account Engagement (Pardot) marketing automation.

Our mission is to make entire industries more competitive through the effective use of Account Engagement, and in doing so we’ll be streamlining your marketing processes, optimising lead conversion and subsequently increasing ROI on your campaigns.

Let MarCloud be the co-pilot on your journey to Salesforce Account Engagement success.