Intent Scoring in Close for Health & Wellness

Integrating Summit &


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Intent Scoring

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Health & Wellness

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Integrating Summit's intent scoring app with Close transforms how businesses assess and respond to a prospect's engagement and intent to purchase or take action. This integration brings together Summit's advanced intent scoring mechanisms with Close's robust CRM and customer interaction capabilities. Here’s an overview of how Summit’s intent scoring process is enriched through integration with Close:

Key Components of the Intent Scoring App with Close Integration

Parameter Inputs

  • Summit processes various inputs like web sessions, email interactions, and page visits. Close’s CRM system ensures these inputs are precisely captured and integrated within each customer's profile, offering a comprehensive view of interactions.
  • Parameters in Summit can be tailored to align with Close’s customization capabilities, ensuring the scoring aligns with specific business processes and customer segments.

Scoring Mechanisms

  • Summit’s scoring system includes decay functions and recency calculations, aligning well with Close’s ability to track customer interactions and engagement history.
  • The use of diminishing returns in scoring complements Close's emphasis on lead quality over quantity, focusing on the depth of customer engagement.

Weighted Scores

  • Different activities receive varying weights in Summit’s model, a strategy that can be reflected in Close by emphasizing certain types of customer interactions and behaviors.
  • The flexibility of adjusting these weights in Summit matches the dynamic nature of Close’s lead scoring and segmentation features, enabling detailed lead assessment.

Overall Intent Score Calculation

  • Summit calculates an overall intent score from 0-5, which can be utilized within Close to enhance its lead scoring models and sales prioritization.
  • This intent score becomes a crucial metric in Close, informing sales strategies, targeted outreach, and customer journey mapping.

Enhanced Benefits with Close

Improved Lead Qualification

By integrating Summit’s scoring into Close, businesses can achieve more refined lead qualification, enabling sales teams to prioritize high-intent prospects effectively.

Targeted Outreach

Intent scores from Summit can guide Close’s communication tools, allowing for personalized outreach and marketing efforts based on the prospect's engagement level.

Boosted Sales Efficiency

Users of Close can leverage intent scores to concentrate efforts on the most promising leads, enhancing sales productivity and increasing conversion rates.

Informed Customer Insights

Intent scores provide valuable insights within Close, deepening understanding of customer profiles and driving more informed sales and marketing decisions.

Adaptable Customer Strategies

The adaptable nature of Summit’s scoring, combined with Close’s customer interaction tracking, enables businesses to modify their engagement strategies in response to changing lead behaviors and preferences.

The integration of Summit's intent scoring app with Close offers a strategic advantage for businesses aiming to refine their lead management and engagement tactics. This powerful combination provides a sophisticated, flexible, and actionable system for gauging purchase intent, enabling effective lead segmentation, personalized engagement, and aligned sales and marketing efforts for optimal efficiency and impact.

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Intent Signals (Triggers) for Health & Wellness

For a mobile app focused on health and wellness, recalculating lead scores involves identifying triggers that indicate user engagement, commitment to health goals, and potential for long-term app usage or upsell opportunities. These triggers are typically aligned with user activities, interactions, and behavioral patterns within the app. Here's a list of potential triggers for recalculating lead scores in a health & wellness mobile app context:

User Engagement Triggers

App Usage Frequency
  • Regular logins and consistent use of the app.
  • Duration of each app session.
Goal Setting and Tracking
  • Setting personal health and wellness goals.
  • Regularly tracking progress towards these goals (e.g., logging meals, workouts).
Interaction with Content
  • Engagement with educational content, like articles, videos, or podcasts.
  • Participation in challenges or interactive features.
Community Interaction
  • Active participation in community forums or groups.
  • Sharing experiences or tips with other users.
Feedback and Surveys
  • Providing feedback through in-app surveys or ratings.
  • Reporting bugs or suggesting improvements.

Behavioral and Health Triggers

Achievement of Milestones
  • Reaching personal health milestones (e.g., weight loss, fitness levels).
  • Consistent improvement in tracked health metrics (like steps, sleep quality).
Health Data Integration
  • Syncing the app with other health devices or apps (like wearables).
  • Regular updates of health data (e.g., blood pressure, glucose levels).
Wellness Program Participation
  • Enrolling in and completing in-app wellness programs or courses.
  • Repeated enrollment in similar or advanced programs.

Subscription and Financial Triggers

In-App Purchases
  • Making purchases within the app (e.g., premium content, subscriptions).
  • Repeat purchases or upgrades to higher subscription tiers.
Subscription Renewals
  • Renewing subscriptions without lapses.
  • Upgrading from a free trial to a paid subscription.
Gift or Referral Activity
  • Gifting app subscriptions or features to others.
  • Referring new users to the app.

Engagement Outside the App

Social Media Interaction
  • Engaging with the app’s brand on social media platforms.
  • Sharing app content or personal achievements on social media.
Event Participation
  • Registering for and participating in events or webinars hosted by the app.
  • Engaging in community meet-ups or health-related events.

Personalization and Preferences

Customization of App Features
  • Personalizing app settings to fit individual needs.
  • Frequent use of customizable features (like meal plans, workout schedules).
Feedback on Personalization
  • Providing feedback on the effectiveness of personalized plans or recommendations.
  • Requesting specific features or content.

In a health & wellness mobile app, recalculating lead scores based on these triggers can help identify highly engaged users, potential brand ambassadors, and those likely to upgrade or make in-app purchases. This approach enables more targeted and personalized user engagement strategies, fostering a stronger app community and driving business growth through improved user retention and monetization.

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