Stop Managing Leads.
Start Building Relationships.
Replace dysfunctional lead management with relationship progression scoring that aligns with how people actually buy in complex B2B environments.
The Lead Management Problem
Industrial-Age Thinking
MQL, SQL, SAL, PQL... Manufacturing language applied to human relationships. Your buyers aren't products on an assembly line.
Arbitrary Scoring
Downloaded whitepaper = 10 points. Attended webinar = 15 points. None of this reflects actual readiness or relationship depth.
Broken Handoffs
Marketing "generates leads." Sales "qualifies" them. Customer success "adopts" them. Each stage destroys continuity of the relationship.
The result? You're optimizing for metrics that have nothing to do with how complex B2B buying actually works.
The Value-First Scoring Approach
Natural Progression Stages
Replace artificial lead stages with the Value Path: how people naturally progress from unaware to champion. Audience → Researcher → Hand Raiser → HERO → Value Creator → Adopter → Advocate → Champion.
Each stage reflects actual human readiness and relationship depth, not arbitrary point thresholds.
Relationship Continuity
One continuous relationship record from first touch through champion advocacy. No marketing-to-sales handoff. No sales-to-success handoff. Just natural progression with full context.
Everyone in your organization sees the same relationship history and current stage.
Value-Based Metrics
Move from KPIs (Key Performance Indicators) to KVIs (Key Value Indicators). Measure what actually creates customer value and sustainable relationships, not vanity metrics.
Track progression velocity, relationship depth, value realization, and advocacy strength.
AI-Native Intelligence
AI analyzes relationship signals across all touchpoints to identify genuine progression indicators, not just activity counts. Understands context, intent, and readiness.
Automated insights that help humans make better relationship decisions, not replace human judgment.
What's Included
🎯 Value Path Implementation
Configure your HubSpot Customer Value Platform with Value Path stages, lifecycle properties, and progression automation.
📊 Scoring Framework
Custom relationship progression scoring based on your specific buyer journey, not generic point systems.
🔄 Automation Design
Workflows that support natural progression without forcing artificial stage gates or handoff friction.
📈 KVI Dashboard
Replace lead metrics with value indicators: progression velocity, relationship depth, value realization, advocacy.
🎓 Team Training
Comprehensive training on Value Path methodology and relationship-centric selling for your entire team.
🤝 Ongoing Optimization
Monthly reviews and optimization as you learn what progression signals matter most in your context.
Investment & Timeline
Pricing varies based on complexity of your current systems, number of lifecycle stages to migrate, and team size requiring training.
Is This Right for You?
✓ Great Fit If You:
- → Struggle with marketing-to-sales handoff friction
- → Have complex B2B sales cycles with multiple stakeholders
- → Use HubSpot or planning to migrate to Customer Value Platform
- → Want relationship continuity from awareness to advocacy
- → Ready to abandon industrial-age lead management thinking
✗ Not Ready If You:
- → Have simple, transactional sales cycles
- → Need to maintain separate marketing/sales/CS databases
- → Just want better lead scoring, not fundamental rethinking
- → Unwilling to change team incentives and metrics
- → Looking for quick-fix automation without strategic change
Join the Waitlist
Value-First Scoring launches Q2 2025. Be among the first to replace lead management with relationship progression.
Early waitlist members get priority access and founding member pricing