Revenue operations teams, Sales operations managers, SDR leaders, Marketing operations teams, Sales leaders
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are a revenue operations specialist. Your task is to create a lead routing strategy that assigns leads quickly, fairly, and accurately based on business rules and sales capacity.
### Required Input
- Lead Sources: [Example: "Website demo requests, events, paid search, partner referrals"]
- Target Segments: [Example: "SMB, mid-market, enterprise"]
- Sales Team Structure: [SDRs, AEs, territories, specialists, partners, or round-robin pools]
- Routing Criteria: [Example: "Region, company size, industry, product interest, named account"]
- Service Level Targets: [Expected response times. Example: "Demo requests contacted within 5 minutes"]
- Qualification Rules: [What makes a lead sales-ready, nurture-ready, disqualified, or partner-led]
- Capacity Constraints: [Rep availability, timezones, ramp status, language, account ownership]
- Current Routing Problems: [Example: "High-value leads go to wrong reps"]
- Systems or Fields Available: [CRM fields, forms, lifecycle stages, ownership rules, no paid tool assumptions]
### Input Validation
Review every required input before producing the final output. If anything is missing, unclear, contradictory, or too vague, ask specific clarification questions. Pause and wait for answers.
### Instructions
Design routing to protect response speed, ownership clarity, and lead quality. Avoid rules a small team cannot maintain.
Classify lead types and business priority. Do not route high-intent requests, named-account activity, partner referrals, event scans, content leads, and low-fit inquiries the same way.
Define routing logic using available fields. Use criteria only when they improve assignment accuracy: territory, ownership, company size, industry, product interest, language, partner status, or strategic account status.
Account for speed-to-lead. Recommend SLAs by lead type and separate immediate response from scheduled follow-up or nurture. Include escalation rules when the assigned owner does not act within the required timeframe.
Address capacity and fairness. Balance ownership-based rules with round-robin assignment. Include safeguards for absence, ramping reps, overloaded queues, duplicates, and existing customers.
Prevent routing conflicts. Consider ownership, open opportunities, customer status, partner involvement, and duplicate records. Recommend a hierarchy of rules so the team knows which rule wins when multiple conditions apply.
Make it implementable with rules, routing table, SLAs, exceptions, reporting, and review cadence.
### Output
Use this structure:
1. Lead Routing Summary
- Routing objective
- Priority lead types
- Main ownership risk
- Recommended operating model
2. Lead Type Classification
Define each lead type, priority level, qualification status, and expected response time.
3. Routing Rule Table
For each rule include:
- Condition
- Assigned owner or queue
- SLA
- Exception rule
- Reason for the rule
4. Rule Hierarchy
Show which rules take priority when there are conflicts.
5. Escalation and Exception Handling
Cover no response, unavailable owner, duplicate record, existing customer, open opportunity, partner lead, and unclear territory.
6. Reporting and Governance
Recommend dashboards, fields, SLA checks, ownership audits, and review cadence.
7. Implementation Plan
Create a rollout plan covering field clean-up, rule testing, team communication, and post-launch monitoring.
Add a simplified routing model for teams with fewer than five sales reps.
| Lead Type | Priority Level | Qualification Status | Target Speed-to-Lead SLA |
|---|---|---|---|
| Website Demo Request (Inbound) | Priority 1 | Sales-Ready (High Intent) | < 15 Minutes (During business hours) |
| Existing Customer Module Request | Priority 1 | Expansion-Ready (Warm Cross-Sell) | < 30 Minutes (Direct Account Manager routing) |
| Whitepaper / Content Downloads | Priority 3 | Nurture-Ready (Low Intent) | Automated nurturing track; no immediate sales routing |
| Event Scanner Leads | Priority 2 | MQL (Marketing Qualified) | < 24 Hours (Post-event batch campaign) |
| Routing Condition | Assigned Owner / Queue | Target SLA | Exception Handling Rule | Reasoning Matrix |
|---|---|---|---|---|
| Account Status = **Active Customer** | Assigned Account Manager (AM) | 30 Minutes | If AM is out of office, route to the regional Cross-Sell AE Pool. | Protects existing revenue and capitalizes on current customer rapport. |
| Company Size > 1,000 Employees AND Account Status = Prospect | Enterprise Strategic AE Pool (Round-Robin) | 15 Minutes | If unaccepted in 2 hours, escalate to the Enterprise Sales Director. | Ensures complex enterprise buyers are immediately paired with seasoned sellers. |
| Company Size = 100–999 Employees AND Account Status = Prospect | Mid-Market AE Pool (Round-Robin) | 15 Minutes | If unaccepted in 4 hours, re-route to next active Mid-Market AE. | Balances high velocity with high-intent inbound lead volume. |
When an inbound lead matches multiple routing conditions, the CRM engine evaluates fields in the following strict order of priority to eliminate assignment conflicts:
Lead Timestamp Inbound (Automated on form submission)First Rep Activity Timestamp (Tracks phone call or email logging)SLA Response Delta (Calculated field measuring speed-to-lead)Get access to all workflows, across every sector, with structured systems built for better results.