Routing rules
Assignment by service line, location, account size or lead source.
Lead routing
The right lead to the right person, right away.
When an inquiry arrives, someone needs to own it immediately. We set up routing rules, by service, territory, size or source, so each lead reaches the right person with the context they need.
Get a free growth planFree | Takes 2 Minutes | Report Emailed to You- Every lead owned within minutes
- Faster first responses
- Clear accountability for follow-up
The problem
Where this usually goes wrong.
Leads sit unassigned while people work out who should take them.
The wrong person replies, then forwards it on days later.
Some reps are overloaded and others get nothing.
Every one of these is fixable. Here’s what we put in place.
What’s included
Everything you get with this service.
Round-robin and balancing
Fair distribution across a team when no single owner applies.
Instant notifications
Email, text or app alerts to the assigned person.
Escalation
If nobody responds in time, the lead moves to a backup.
Our process
Three steps, start to finish.
1
Define the rules
We agree who should get what, and how fast.
2
Automate
We build the rules and notifications into your CRM.
3
Monitor
We check response times and adjust the rules as the team changes.
Outcomes
What you can expect
- Every lead owned within minutes
- Faster first responses
- Clear accountability for follow-up
Where it fits
Part of Conversion: turn interest into revenue.
Connect lead capture, CRM, AI and automation so opportunities are responded to, nurtured and moved toward the sale.
Related services
More in Conversion.
Everything we build plugs into the rest. These services pair naturally with this one.
FAQ
Good questions. Straight answers.
Even with two or three people, clear rules prevent leads from being missed or answered twice.
Not sure where to start?
Get your free growth plan. It takes two minutes and the report is emailed to you. You will see whether this is your biggest opportunity or whether something else should come first.
Get a free growth planFree | Takes 2 Minutes | Report Emailed to You