Design Lead Routing Rules

Help the user design and implement lead routing — from choosing a routing model and defining assignment rules through platform implementation, speed-to-lead optimization, and capacity management. This skill is tool-agnostic and covers Salesforce, HubSpot, Salesloft, Apollo, and standalone routing tools.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What's your team structure?
   • How many reps (SDRs, AEs, or both)?
   • Are reps specialized (by segment, territory, vertical) or generalist?
   • Any tiered seniority (senior reps vs junior)?