lead-routinglisted
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