sales-lead-routing
Design Lead Routing Rules
Help the user design and implement lead routing — from choosing a routing model and defining assignment rules through platform implementation, speed-to-lead optimization, and capacity management. This skill is tool-agnostic and covers Salesforce, HubSpot, Salesloft, Apollo, and standalone routing tools.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
- What's your team structure?
- How many reps (SDRs, AEs, or both)?
- Are reps specialized (by segment, territory, vertical) or generalist?
- Any tiered seniority (senior reps vs junior)?
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