Did you set up lead scoring on your own or hire a consultant?

[Anonymous]

Well I set up and launched my first campaign in Marketo. Yay!

Now it seems I should probably set up my lead scoring program, then sales insight dashboard, and then some reports. Obviously this was not covered in depth during foundation or the six consulting hours available during launch pack. 

I've spent the last few hours looking at all the materials - and it seems pretty overhwelming. I'm curious: Did you set this up on your own, or did you hire a consultant to help you?

[Anonymous]

Hi Christine, 

I am a consultant, so you'd expect me to say you should hire one. And hiring someone may help you move a little faster.  But you can do this on your own by reviewing the training/documentation provided by Marketo on the lead scoring topic, and then importing in the Lead Scoring program template that is available to you (there are two - one for Spark and one for Standard/Select editions).  See instructions here on how to import a program: https://community.marketo.com/MarketoArticle?id=kA050000000L7xvCAC

If you need additional help, feel free to contact me on LinkedIn, I'd be happy to answer some specific questions for you.

Best,
Jennifer Melwani

[Josh_Hill13]

Jennifer is right - you can import Marketo's templates which are good ways to start. I find I need to modify them heavily though.

You might find this helpful too
http://www.slideshare.net/jdavidhill/lead-scoring-with-marketo

[Michelle_Tizian]

I did most of it myself, but we did get help from a consultant using at least an hour during the launch pack.  But we didn't have enough time for the behavior scoring so I did most of that.  I imported the scoring program as a guide and I also checked out a few resources: 

https://community.marketo.com/MarketoArticle?id=kA050000000L7cJCAS  (simple scoring)

http://www.marketo.com/definitive-guides/lead-scoring/