← ClaudeAtlas

lead-routinglisted

Design the assignment logic that routes inbound leads to sales reps - rule precedence and waterfall ordering, lead-to-account matching, territory assignment rules (geography, segment, industry, named accounts), round-robin variants (straight, weighted, capacity-based, availability-aware), fallback catch-all queues, SLA escalation and reassignment, and safe rollout of routing changes. Use whenever the user mentions lead routing, lead assignment, territory assignment, round-robin, lead distribution, "who gets this lead", a lopsided round-robin, or leads sitting unworked in a CRM queue - even if they never say "routing". Covers B2B account-based and B2C/PLG high-volume routing. Do NOT use for designing the lead score itself - use mbfinotti/revops-skills@lead-scoring instead.
mbfinotti/revops-skills · ★ 0 · AI & Automation · score 73
Install: claude install-skill mbfinotti/revops-skills
# Lead Routing Design the assignment logic that gets every inbound lead to a named owner who accepts it. No industry-named framework exists for this discipline - practitioners independently converge on the same de facto pattern: an ordered precedence ladder (also called a rule waterfall), evaluated top-down, first match wins, terminating in a monitored catch-all. Present it as common practice, never as a branded methodology. Routing is not assignment. - **Assignment:** a CRM owner-field write. - **Routing:** the full chain from capture to a person taking responsibility, or the system raising a visible exception with a timer and an escalation path. Most routing failure is silent: - rules fire - dashboards show green - leads sit unworked in queues nobody owns Lead score is strictly an input here, never a design target. Use the score the user already has as: - a ranking signal: which eligible lead to work first - an eligibility gate: route only above a threshold Do not design or tune the scoring model itself. That is the sibling skill `mbfinotti/revops-skills@lead-scoring`. ## Interview - Ask before designing anything. - One question per message. - Offer multiple-choice options when possible. - Skip a question only when the user already answered it. - What creates a lead, and through which ingestion paths - web form, API, list import, chat, scheduling tool, CRM sync, manual entry? - Which lead attributes are reliably populated at capture (country, company size, indust