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

1. Qualification Criteria – map scoring thresholds, enrichment fields, and required consent.
2. Owner Model – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
3. Capacity Modeling – lead volume forecasts vs available headcount, backlog thresholds.
4. Automation Flow – MAP/CRM steps, dedupe rules, webhook/API dependencies.
5. 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.