Routing to teams
What happens in the minutes after a lead arrives?
A first-contact rule measured in minutes, and a structured follow-up cadence.
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The fix was a first-contact rule measured in minutes and a structured follow-up cadence, written into a sales protocol I co-authored. Sales is a separate team I don’t run.
A quality score sends each lead to the right team, then to someone who speaks the lead’s language, and an untouched lead moves to another rep on a short timer unless the first one actually called.
I chose our hosted PBX, specified it, wrote the phone menu that greets callers in their own language, and linked it to the CRM. Every call lands on the lead’s timeline, and outbound calls show the number customers already know.