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DELIVERY MODULE About 1 week

Lead Routing & Assignment

Build the rules that give every new lead an owner in HubSpot, set its lead type and source, notify the owner and give each owner a booking link. This is the build version of the Lead Routing & Assignment Diagnostic.

Delivery module

AU$480

About 1 week

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What this module actually does

Included

Client has every new lead assigned to the correct owner automatically.
Each lead carries a lead type and source and is set to the Lead lifecycle stage.
Each owner is notified of new leads and has a booking link ready to share.

Not included

Round robin, team or territory routing
Sales process redesign
Lead scoring
Deal creation from leads
Assigning existing contacts retroactively
Escalation or response time rules for missed leads
Phone call routing in Aircall or any other phone system
Connecting calendars on behalf of owners
More than 3 owners or 5 new properties

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot on a Professional or Enterprise subscription (workflows need it), needed before Routing Rules Confirmation
Which owner receives leads from each landing page or source, needed before Routing Rules Confirmation
The fallback owner, needed before Routing Rules Confirmation
Who is notified when a lead arrives and how, needed before Lead Assignment Workflow
A HubSpot user for every owner, needed before Lead Assignment Workflow
Meeting length and availability for each owner, needed before Booking Owner Meeting Links
Confirmation that each owner will connect their own calendar, needed before Booking Owner Meeting Links

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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