Overview

CapBloom automatically tracks investor engagement using two scoring systems:

• Lead Score — Short-term engagement (resets every 30 days)
• Lifetime Score — Long-term relationship depth (never resets)

These scores help you quickly identify who is hot right now, who has deep relationship history, and who to prioritize for outreach.

Lead Score (Resets Every 30 Days)

Purpose: Measures current engagement.

• Increases when a contact interacts with emails, SMS, webinars, forms, or appointments
• Automatically resets to 0 after 30 days of no activity
• Designed to identify who is "hot" right now

If a contact re-engages, their Lead Score increases again and the 30-day reset timer restarts.

Lifetime Score (Cumulative)

Purpose: Measures total relationship depth over time.

• Never resets
• Accumulates across all engagement history
• Heavily weighted toward high-intent actions: conversations, appointments, form submissions

Use Lifetime Score to identify long-term investors who may not be actively engaging right now but have strong relationship history.