Marketing Ops, Lead Routing & Speed-to-Lead

Most businesses do not lose money because they lack leads. They lose money because leads do not get worked consistently. The gap between inquiry and response is where deals die. I build the automations and process so every lead gets handled fast, in the right order, by the right person.

What this solves:

  • Leads sitting unassigned

  • Inconsistent follow-up across reps

  • No SLA, no accountability

  • “We called once” follow-up culture

  • Leads booking competitors because they responded first

What you get (deliverables):

  • Lead intake map (forms, calls, chat, referrals)

  • Routing rules (round-robin, territory, capacity, priority)

  • Speed-to-lead SLA automation (alerts + escalations)

  • Follow-up cadence (days 0–7) across call/text/email

  • No-response safety net (backup owner notification)

  • Appointment booking flow + confirmations + reminders

  • Reporting: response time, contact rate, appointment rate

Example automation pack:

  • Form submitted → instant confirmation → assign owner → task created → notify rep

  • No activity in 15 minutes → escalate to backup rep or manager

  • If no contact after 3 touches → enroll in reactivation sequence

  • Appointment booked → confirmations + reminders + reschedule link

If you want to improve conversion without spending more on ads, start here.

Book a 30-min Discovery Call

FAQ

What is speed-to-lead and why does it matter?
Speed-to-lead is how fast you respond after an inquiry. Faster responses generally improve contact and appointment rates because intent decays quickly.

Can you automate lead routing in my CRM?
Yes. Most CRMs can route leads with workflows, assignments, and alerts. The key is defining rules that match your operating reality.