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The right lead, to the right rep, in the first hour.

We write lifecycle definitions both teams sign, score leads on fit and intent, and build routing rules that assign owners fast and fairly.

lifecyclestage=sqlhubspot_owner_id=round robinsla=first touch < 1h
Lifecycle and routinghow it fits together
New inbound leadform, chat or importfit score>= 60 ?noyesNurture sequencelifecyclestage = leadregionAE pod Eastround robinAE pod Westround robinsla = first touch < 1howner = auto-assigned

What is included.

Everything is built in a sandbox first, tested, then moved into your live portal.

Lifecycle androutingLifecycle definitionsFit and intent scoringRouting rulesSpeed-to-lead trackinglifecyclestage = sqlhubspot_owner_id = round robin

Lifecycle definitions

Entry and exit criteria for every stage, with the property that moves it.

Fit and intent scoring

Two scores that reps understand and can question.

Routing rules

Assignment by territory, segment or round robin, with fallback owners.

Speed-to-lead tracking

Time to first touch measured and reported by rep and source.

A scoring model you can explain to a rep.

Two scores, kept separate. Fit says who they are. Intent says what they did.

Fit attributePoints
Industry in target list+20
Company size 50 to 500+20
Job title is decision maker+15
Country in sales region+10
Personal email domain-25
Intent signalPoints
Pricing page visit+20
Demo request form+40
Opened 3 emails in 14 days+10
Webinar attended+15
No activity for 60 days-20

Routing rules in plain language.

WhenAssign toTime to first touch
Demo request, region North AmericaAE pod East or West by state, round robin1 hour
Demo request, rest of worldInternational AE, round robin4 hours
Fit score high, no demo requestSDR team, round robin1 working day
Existing customerAccount manager on the company recordSame day
Owner on leaveFallback owner set per teamSame targets

Speed-to-lead, measured.

In a past setup, region-based assignment and an automatic welcome email gave 35% higher engagement and a faster first response.

  • Time to first touch, by rep and by source
  • Leads with no activity after 24 hours
  • MQL to SQL conversion by month
  • Rejected leads with the reason given by sales

How the work runs.

  1. Week 1

    Agree definitions

    Workshop with sales and marketing on stages and handoffs.

  2. Week 2

    Build scoring

    Fit and intent models built and tested on past deals.

  3. Week 3

    Build routing

    Assignment rules, fallback owners and alerts.

  4. Week 4

    Measure

    Speed-to-lead report and a monthly review.

What you keep when we finish.

  • Lifecycle stage definitions
  • Fit and intent scoring models
  • Routing workflows with fallbacks
  • Speed-to-lead dashboard
  • Review checklist

This is a good fit if

  • Leads wait days before anyone calls
  • Sales says marketing leads are poor quality
  • Assignment happens by hand in Slack

Not sure? The free audit tells you which service to start with.

Related case study.

New inbound leadform, chat or importfit score>= 60 ?noyesNurture sequencelifecyclestage = leadregionAE pod Eastround robinAE pod Westround robinsla = first touch < 1howner = auto-assigned
Lead nurturing and re-engagement workflowsClient engagement

B2B team

The challenge

New leads waited for a manual reply, and contacts who went quiet were never contacted again.

What we did

  • Lead nurturing workflow triggered by a form submission or import
  • Welcome email sequence for every new lead
  • Region-based assignment to the right sales rep
  • Re-engagement workflow for contacts with no activity in 60 days, with a personalised offer and a task for the rep
35%higher engagement from new leads
20%of dormant contacts reactivated within 2 weeks
Fasterfirst response from sales
Read the full case study

Common questions.

Short answers to what most clients ask before they start.

Still have a question?

Ask us on a 30-minute call, or write to info@revopsnexus.com. We reply within one working day.

Only when you have enough closed deals to train it. Most teams start with a rule-based model.

Yes, if that data is synced to a HubSpot property.

Every routing rule has a fallback owner, so no lead waits for someone who is away.

Start with a free portal audit.

Read-only access, a written scorecard in ten working days and a fix list you keep either way.

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