Lead routing workflow

An enquiry arrives at seven in the evening and whoever opens the shared inbox replies. By morning a second rep has written to the same buyer, and your owner field records who sat up late.

I put the ownership rule on one page, and the workflow applies it before the inbox opens.

Enquiries land in a personal inbox and in WhatsApp, and they become deals when a rep retypes them. The rest leave no record.

Every enquiry reaches the CRM as it arrives, and whatever matches no rule waits in the exception queue.

1. 1

   Do you know the median minutes from an enquiry arriving to a rep opening it?

   Without that number a slow week reads like a fast one.

2. 2

   When two reps open the same enquiry, does anything stop the second one?

   A no means ownership gets settled after the buyer has heard from both.

3. 3

   When the account owner is away, does their enquiry reach a colleague?

   A no puts holiday cover on your diary.

• Someone built us Zaps and stopped answering

  Nobody can read them, and one fires twice.

• We paid for a rollout and enquiries still wait

  Four months of calls went by and nothing reached your reps.

• We know what we want and nobody wrote it down

  You explained the routing twice, and both briefs died in a thread.

• I am the routing rule

  You hand each enquiry to a rep by name, and a week off leaves them sitting.

• Chatbots

  I do not build chat widgets or WhatsApp bots.

• Cold email

  Outbound sequences and sending domains are outside my work.

• GoHighLevel

  I do not work in it.

• Confirmation of a decision you have already made

  The first two days go on reading your CRM, and the rules page changes something you settled last year.

• Before I build, the rules go on one page: qualification, ownership, due times, and the fallback.

• One routing workflow goes live in your Zapier account.

• The exception queue shows whatever matched no rule and why.

• I record a walkthrough of where each rule lives.

• I measure median minutes from arrival to a rep's task, over your last thirty enquiries and the next thirty.

• The workflow runs on real enquiries by the fifth working day, or you get the money back.

B2B sales teams of that size run these workflows without me after handover.

• "...you will touch the Zaps we run and something will break?"

  Some of them stay, and the rules page names which Zaps the routing takes over.

• "...the 500 is a way in and the real bill lands later?"

  One workflow costs 500 USD and stops there. Go on to the full set and that 500 comes off the project within sixty days.

• "...when you are gone, we are left with something only you can read?"

  It sits in your own Zapier account on your CRM, and the walkthrough shows where each rule lives.