Lead capture playbook

Stop losing leads and fix routing in days, not quarters.

We build a routing system that protects every lead, cuts response time, and gives your team clarity on who owns what. Expect a documented playbook plus automation map.

Speed-to-lead SLA

Define response time targets and escalation paths by segment.

Routing rules map

Own every source with clear rules for inbound, outbound, and partners.

Automation + alerts

Notification stack, CRM ownership, and fail-safe coverage.

Want us to implement the automation too? Book a routing consult →

What we deliver

Lead source audit and gap analysis
CRM field + stage normalization
Routing matrix with owners and SLAs
Follow-up sequences and escalation rules
Performance dashboard + weekly QA

Request the playbook

Share your lead volume and response time. We will send the routing map within 48 hours.