Lead routing automation · $299 pilot
Lead routing automation that stops good inquiries going stale
Capture, qualify, assign, and acknowledge new inquiries while the buying intent is still fresh.
Example scope
One trigger. Five dependable actions.
TRIGGER
A new form, email, booking, or CRM record arrives.
- 01Normalize contact and request details
- 02Apply transparent qualification rules
- 03Route by service, territory, value, or availability
- 04Alert the responsible owner
- 05Log response status for follow-up
Good pilot fit
Narrow enough to ship. Useful enough to matter.
Common fit: website forms + CRM, inbox, Slack/Teams, or a shared sheet.
- Local service businesses
- Small sales teams
- Real estate teams
- Specialist B2B providers
72-hour sprint
Stop rebuilding the same process.
One workflow, up to two connected apps, testing, error handling, documentation, and walkthrough.
$299fixed pilot · 50% after written scope approval
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