The Lead Routing Automation Mini-Guide
Route every new lead to the right place instantly, so hot enquiries never sit unanswered
When a new lead comes in, every minute it sits in the wrong inbox, the wrong spreadsheet, or nobody's inbox at all, the chance of closing it drops. This mini-guide walks you through building a lead routing automation that works the moment someone fills in your form, clicks your ad, or books a discovery call. No developer needed. No expensive software stack required.
- Why Most Lead Routing Breaks (And Where the Money Leaks)
- Step 1: Define Your Lead Types Before You Touch a Tool
- Step 2: Choose Your Trigger Points
- Step 3: Build the Routing Logic
- Step 4: Set Up the Notifications That Actually Get Actioned
- Step 5: Connect Your CRM So Every Lead Has a Record
- Step 6: Test, Monitor, and Fix the Gaps
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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