Routing Logic Blueprint Skill
When to Use
- Designing new lead assignment models (round-robin, territory, pod-based).
- Troubleshooting misrouted or unassigned leads.
- Simulating capacity scenarios before changing SLAs.
Framework
- Qualification Criteria – map scoring thresholds, enrichment fields, and required consent.
- Owner Model – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
- Capacity Modeling – lead volume forecasts vs available headcount, backlog thresholds.
- Automation Flow – MAP/CRM steps, dedupe rules, webhook/API dependencies.
- Monitoring & Audits – logging, reconciliation jobs, sample QA cadence.
Templates
- Routing matrix (segment → owner → conditions → escalation).
- Capacity calculator (leads/day vs SLA vs reps).
- QA checklist for automation updates.
Tips
- Keep logic declarative (YAML/JSON) for easier audits and version control.
- Add synthetic leads to test every path before go-live.
- Coordinate with data enrichment to ensure required fields populate upstream.