Teams with a real product or internal tool to ship.
- New products that need design, build, and launch in one motion.
- Internal tools or CRMs replacing spreadsheet-and-Slack chaos.
- Founders who want one team owning the outcome, not just tickets.
Speed-to-lead is the single strongest predictor of close rate. Most teams take 18 hours to reply to an inbound. We build a routing layer that enriches, scores, and lands the hot ones in the right AE's Slack DM before the lead has closed the browser tab.
The routing layer sits between your intake channels (forms, chat, ads, calls) and your sales team. It makes the first 30 seconds of every lead's life go well.
Round-robin, territory, vertical expertise, account ownership, language — routed instantly. Out-of-office and PTO respected automatically. No "who owns this?" Slack threads.
Every lead scored 0–100 on intent + fit against your ICP. Hot leads flagged in Slack with a suggested opening line. Warm leads get a nurture sequence. Cold leads get logged and forgotten without a human touching them.
Every lead enriched with company size, revenue, role, tech stack (via Clearbit / Apollo / Clay) and deduped against existing contacts before it hits sales. No duplicate accounts, no repeat-intro awkwardness.
Every lead has an SLA (e.g. 5 min for hot, 2 hours for warm). Breaches trigger escalation: re-assigned to the next AE, then to the manager, then to a Slack war-room. No dropped balls.
Routing is only useful when it's fast, trusted, and adapts. We build the v1, watch it for a month, and adjust the rules until the sales team stops second-guessing it.
Day 1–3. We map every way a lead currently enters — forms, chat, ads, inbound calls, events, referrals. Each one gets a route, a score threshold, and an SLA.
Day 3–7. We pull 500+ historical leads from your CRM labeled as won / lost / junk, and train a scoring model (AI prompt + fit rules) that matches your actual close patterns — not a generic template.
Week 2. Round-robin / territory / vertical / language rules encoded in n8n. Out-of-office, PTO, and capacity rules layered on top.
Week 2. Hot leads → AE's Slack DM with context. Warm leads → nurture sequence in Klaviyo / HubSpot. Cold leads → CRM for archive. Everything logged.
Week 2. Runs in shadow mode for 3–5 days (logs decisions, doesn't act), then cut over to live. SLA dashboard goes up in Slack.
Ongoing. Monthly review of what the scoring got right vs. what sales overturned. Rules updated, model retrained, SLAs recalibrated.
Sierra Roof's inbound was a mess — forms from 4 sources, ads from 3 channels, chat on top, all landing in a shared mailbox no one owned. We built a routing layer: every lead enriched, scored, and flagged to the right AE's Slack DM within 30 seconds. Hot leads got a suggested opening line. Warm leads got a nurture sequence. Median response time fell from 18 hours to 24 seconds. Close rate doubled in 90 days, same sales team, same ad spend.
We don't charge per lead routed. We build the system, deploy it on your infra, and hand you the source. Enrichment APIs (Clearbit / Apollo) billed at pass-through.
No — it feeds your CRM. We write enriched, scored, routed leads into HubSpot / Salesforce / Pipedrive as deals with all the context attached. The CRM stays the source of truth; routing is the layer in front of it.
Dedupe is part of the build. Every incoming lead is matched against your CRM by email, phone, and company-domain before anything else. Duplicates get logged + linked to the existing contact instead of creating a new deal. No more embarrassing re-intros.
On our typical client, the scoring model agrees with the sales team's gut on ~85% of leads after the first tuning cycle, climbing to ~92% after 30 days of feedback. We show the eval dashboard on every monthly review. The remaining disagreements are exactly where we tune.
Yes — any routable attribute. Language (detected from lead content), region, territory, company size, vertical, product interest — whatever your team carves up sales by. We've routed leads across 11 languages and 8 territories for a single client.
Out-of-office and PTO rules are baked in. Leads that would route to an away AE skip to the next round-robin slot, and the original AE gets a summary when they're back. If nobody's available (e.g. weekend), leads go into a warm-queue with an auto-reply and wait for Monday.
Every lead in CRM has a note attached: score + top 3 reasons + confidence. AEs can see exactly why a lead was flagged hot or cold, and flag disagreements for the next tuning cycle. No black box.
30 minutes. We walk through your current intake → routing → response flow, identify the biggest leak, and quote the fix. Usually recoverable in the first month of the rebuild.