The RFE Account Scoring Playbook cover
Omnitics Playbook

The RFE Account Scoring Playbook

A transparent, 100-point account and lead scoring model built for ABM teams. RFE lifts BDR connection rates on cold lists from 5% to 12%, a 140% jump that turns a noisy pipeline into booked meetings and demos.

14-page PDF

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About this playbook

RFM was built for retail, where Monetary is real because the customer has already bought and you have the purchase history. Run that same model against a net-new B2B account in an ABM motion and Monetary has nothing underneath it, so a third of the model is dead weight. RFE keeps Recency and Frequency, drops Monetary, and splits Engagement into Channel (where the account came from) and Activity (what it actually did), the two dimensions most models under-weight. The result is a hard-capped 100-point score that maps cleanly to a segment, an owner, and an SLA, with the decay curve living inside Recency so nothing ever goes negative. This playbook hands you the full model, the Channel and Activity scoring tables, the routing bands, and the exact steps to deploy it in HubSpot or Salesforce. It is a chassis you retune against your own conversion data, not a black box, and it is all yours to keep.

Inside

What's inside.

  • Why RFE, and not RFM
  • The results: a 140% lift in connection rate
  • The four dimensions at a glance
  • Channel and Activity scoring tables
  • Recency, Frequency and the caps
  • Score to segment: routing and SLAs
  • Weight variations and worked examples
  • Tuning the model for your org
  • Deploying it in HubSpot and Salesforce
  • Governance: keeping the score honest