Lead Routing SOP and Template

This SOP and template covers how to route leads to the right destination by site, location, and intent. Lead routing ensures leads reach the right person or system quickly. See Lead Forms for Local Sites for form design.

Objective

Route each lead to the correct destination (sales, support, location manager, or CRM) based on the source site, location, and lead intent.

Procedure

1. 1Capture lead metadata

   Record the source site, location, form type, and lead intent with each submission.

2. 2Apply routing rules

   Route by site (each site to its owner), by location (to the nearest location manager), and by intent (sales vs. support).

3. 3Deliver the lead

   Send the lead to the destination (email, CRM, Slack, or phone) with the full metadata.

4. 4Confirm receipt

   Log the delivery and confirm the lead was received. Flag undelivered leads for follow-up.

5. 5Track outcomes

   Track whether the lead converted. Use this to refine routing rules.

Routing rules template