Lead Scoring & Routing Automation

Overview

What we deliver

We build lead scoring models and routing automation that prioritize high intent buyers and route them to the right owner in seconds.

Our lead scoring and routing service replaces guesswork with a clear, automated system for prioritizing and assigning leads. We combine firmographic data, behavior, and intent signals into a scoring model that reflects how your buyers actually buy. Then we wire routing rules into your CRM so leads land with the right owner based on territory, segment, product, or capacity within seconds of submission. We treat scoring as a living model. We review what is closing, what is stalling, and what is being ignored, then tune weights and thresholds on a regular cadence. We also build alerts and SLAs so reps know when a hot lead arrives and managers can see when follow up is slipping. The result is faster response times, fewer leads falling through the cracks, and a sales team focused on the accounts most likely to convert into revenue.

Fit Check

Built for teams like yours

Who it's for

B2B marketing teams
RevOps leaders
Sales managers
Demand generation teams
Mid market and enterprise GTM teams

Pain points we solve

Slow lead response times
Leads going to the wrong rep
Hot leads getting lost in the queue
No clarity on what makes a good lead
Manual handoffs between teams

What's included

Capabilities

Everything we cover in this engagement.

Scoring model design
Firmographic and behavioral enrichment
Intent and engagement scoring
Round robin and territory routing
SLA alerts and escalations
CRM workflow automation
Reporting on funnel and SLA metrics
Ongoing model tuning

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Workshop

We align on ICP, scoring criteria, and routing rules with your team.

02

Data

We connect data sources and enrich existing CRM records.

03

Build

We build the scoring model and routing logic in your CRM.

04

Test

We test rules against historical and live leads to validate behavior.

05

Tune

We monitor outcomes and adjust weights, thresholds, and rules.

What you get

Deliverables & outcomes

What you get

Documented scoring model
Enriched CRM records
Routing and assignment rules
SLA alerts and escalations
Reporting dashboards
Model tuning playbook

Outcomes you can expect

Faster lead response times
Higher conversion on inbound leads
Better focus on high value accounts
Fewer lost or stalled leads
Cleaner pipeline reporting

Timeline

3 to 6 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

HubSpot, Salesforce, Clearbit, Clay, Zapier

KPIs we track

Speed to lead, MQL to SQL conversion, SLA compliance, Win rate, Lead acceptance rate

Client stories

What clients say

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

Proof