routing-logic
Use when defining or adjusting marketing-to-sales assignment rules.
What this skill does
# Routing Logic Blueprint Skill ## When to Use - Designing new lead assignment models (round-robin, territory, pod-based). - Troubleshooting misrouted or unassigned leads. - Simulating capacity scenarios before changing SLAs. ## Framework 1. **Qualification Criteria** – map scoring thresholds, enrichment fields, and required consent. 2. **Owner Model** – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers. 3. **Capacity Modeling** – lead volume forecasts vs available headcount, backlog thresholds. 4. **Automation Flow** – MAP/CRM steps, dedupe rules, webhook/API dependencies. 5. **Monitoring & Audits** – logging, reconciliation jobs, sample QA cadence. ## Templates - Routing matrix (segment → owner → conditions → escalation). - Capacity calculator (leads/day vs SLA vs reps). - QA checklist for automation updates. ## Tips - Keep logic declarative (YAML/JSON) for easier audits and version control. - Add synthetic leads to test every path before go-live. - Coordinate with data enrichment to ensure required fields populate upstream. ---
Related in Sales & CRM
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