Buyer Problem
Website inquiries reach the CRM without enough context to assign an owner or start follow-up quickly.
Baseline Metric
time_to_owner_assignment
Trigger
The workflow starts when a website form, landing page form, chat handoff, or inbound inquiry creates a new lead record that needs routing.
Evidence
form submission details, service or product requested, location, territory, or market, +5 more
AI Role
validated lead record with source attribution, owner assignment, urgency label, and follow-up task
Review
Intake reviews unclear consent, duplicate records, territory conflicts, high-value inquiries, existing-customer conflicts, and any first message that could create a promise.
Stop Rule
Pause when lead is assigned to the wrong owner because territory, product, or account status is missing.; duplicate lead record creates conflicting outreach.; route to Sales ops or intake coordinator for review.
Measurement
time_to_owner_assignment: Minutes from form submission to a named lead owner and follow-up task.
Scale
Scale when qualified lead increase improves for two consecutive review cycles and exceptions stay controlled.
