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Lead Scoring — Web App

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

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Written by Sidney Cooke

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


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

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


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)

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

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

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


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

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