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AI and Automation

Lead Scoring & Routing Automation

Lead scoring and routing that gets the right lead to the right rep fast.

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 were paying three agencies and a lifecycle freelancer to argue over attribution. RevoraOps absorbed all of it in 30 days, killed our worst-performing Meta ad sets, and rebuilt the welcome flow from scratch. CAC dropped 31 percent in the first full month. Honestly the relief of having one weekly call instead of four was worth it alone.

Megan W.
"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Do we need an enrichment tool already?
No. We can recommend and configure enrichment as part of the build.
How often should the model be tuned?
We recommend a quarterly review with lighter checks each month.
Can you handle account based routing?
Yes. We can route by named account lists, territory, segment, or product.
What if a rep is out of office?
We build coverage and fallback rules so leads still get a timely response.
Will this work with our existing workflows?
Yes. We integrate with current CRM workflows rather than replacing what already works.

Want leads in the right hands within minutes?

We can design a scoring and routing system tailored to your GTM.