# Lead routing Human Guide

## What This Is For
Intelligent lead assignment and routing - AI-powered scoring, territory mapping, round-robin distribution, and workload balancing It gives the agent a clearer input/output frame for paid media: what context to ask for, what decisions to make, and what usable artifact to return.

Use this as a human-readable version of the Lead routing agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions.

## When To Use This
- Use this when you need a repeatable process for lead routing.
- Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt.
- Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact.

## When Not To Use This
- Do not use this when you only need a quick factual answer.
- Do not use this when the work depends on private data you cannot share with the assistant.
- Do not use this as a replacement for legal, compliance, financial, or medical review.

## What You Need Before Starting
- The goal or business outcome you want.
- The audience, customer segment, or market context.
- Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance.
- Constraints such as tone, length, channel, deadline, region, or approval requirements.
- A clear definition of what a good final answer should look like.

## Step-By-Step Workflow
1. State the job clearly: "Use the Lead routing guide to help me with..."
2. Add context: audience, goal, offer, channel, source material, and constraints.
3. Ask the assistant to identify missing inputs before producing the final output.
4. Have the assistant follow the skill-specific guidance below.
5. Review the result against the final checklist and ask for revisions where needed.

## Skill-Specific Guidance
- Lead scoring and qualification
- SLA monitoring and escalation

## Decision Points And Nuance
The original skill emphasizes: Overview, Routing Strategies, Rule-Based Routing, Round-Robin Distribution, AI-Powered Lead Scoring, Territory Mapping, Workload Balancing, Workflow Implementation, Complete Lead Routing Workflow, SLA Management.

Use these questions to steer the work:
- What is the intended audience or buyer?
- What source material must be preserved?
- What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion?
- What examples represent the desired quality bar?
- What should the assistant avoid?

## Common Mistakes
- Starting without a clear audience or goal.
- Asking for a final artifact before sharing examples or constraints.
- Accepting a generic first draft without checking it against the intended use.

## Copy-And-Paste Prompt
```text
Use the Lead routing human guide.

My goal:
[Describe the business outcome]

Audience:
[Describe who this is for]

Context and source material:
[Paste notes, examples, links, or existing copy]

Constraints:
[Tone, length, channel, timeline, must-include items, must-avoid items]

Before producing the final output, ask me for any missing information that would materially improve the result.
```

## Final Checklist
- [ ] The output matches the original goal.
- [ ] The audience and context are reflected in the answer.
- [ ] Important constraints and source material were preserved.
- [ ] The assistant made the relevant decisions explicit.
- [ ] The final artifact is ready to use, review, or hand to the next person.

## Source
This guide was generated from the claude-office-skills/skills skill entry for `lead-routing`.

## Source Skill Notes
These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic.

# Lead Routing

Intelligent lead assignment and routing system with AI-powered scoring, territory mapping, round-robin distribution, and workload balancing. Based on n8n's HubSpot/Salesforce automation templates.

## Overview

This skill covers:
- Lead scoring and qualification
- Territory-based routing
- Round-robin distribution
- Workload balancing
- SLA monitoring and escalation

---

## Routing Strategies

### 1. Rule-Based Routing

```yaml
routing_rules:
  # By Company Size
  - name: "Enterprise Routing"
    condition:
      company_size: ">= 500"
      OR:
        annual_revenue: ">= $10M"
    assign_to: "Enterprise Team"
    priority: high
    sla: 1_hour

  - name: "Mid-Market Routing"
    condition:
      company_size: "100-499"
    assign_to: "Mid-Market Team"
    priority: medium
    sla: 4_hours

  - name: "SMB Routing"
    condition:
      company_size: "< 100"
    assign_to: "SMB Team"
    priority: standard
    sla: 24_hours

  # By Geography
  - name: "APAC Routing"
    condition:
      country: ["China", "Japan", "Singapore", "Australia"]
    assign_to: "APAC Team"
    timezone_aware: true

  - name: "EMEA Routing"
    condition:
      country: ["UK", "Germany", "France", "Netherlands"]
    assign_to: "EMEA Team"

  - name: "Americas Routing"
    condition:
      country: ["US", "Canada", "Brazil", "Mexico"]
    assign_to: "Americas Team"

  # By Industry
  - name: "Healthcare Specialist"
    condition:
      industry: ["Healthcare", "Pharmaceuticals", "Medical Devices"]
    assign_to: "Healthcare Sales"

  - name: "Finance Specialist"
    condition:
      industry: ["Banking", "Insurance", "FinTech"]
    assign_to: "Financial Services Sales"
```

---

### 2. Round-Robin Distribution

```yaml
round_robin_config: