Agent skill · marketing growth · claude-office-skills

lead-routing

Intelligent lead assignment and routing - AI-powered scoring, territory mapping, round-robin distribution, and workload balancing

Why this skill is useful

Provides specific routing rules and algorithms for lead assignment that the AI wouldn't generate on its own.

What it needs

About 5k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.

What this skill does

Lead Routing Intelligent lead assignment and routing system with AI-powered scoring, territory mapping, round-robin distribution, and workload balancing. Based on n8n's HubSpot/Salesforce automation templates. Overview This skill covers: Lead scoring and qualification Territory-based routing Round-robin distribution Workload balancing SLA monitoring and escalation --- Routing Strategies 1. Rule-Based Routing --- 2. Round-Robin Distribution Distribution Algorithm: --- 3. AI-Powered Lead Scoring --- 4. Territory Mapping --- 5. Workload Balancing --- Workflow Implementation Complete Lead Routing Workflow --- SLA Management --- Reporting Dashboard --- Output Example Request: "Route this lead: John Smith, CTO at TechCorp (500 employees, SF, SaaS)" Output: json { "score": 85, "fitscore": 90, "intentscore": 80, "tier": "A", "reasoning": "Strong ICP fit - CTO at 500-person SaaS company in our target market. High authority buyer.", "recommendedaction": "Immediate outreach - high-value prospect" } Subject: Quick question about {painpoint} at TechCorp Hi John, Noticed TechCorp is scaling fast - congrats on the growth. CTOs at similar SaaS companies often tell us {commonchallenge}. Would a 15-min call this week make sense to see if we can help? [Calendly Link] --- Lead Routing Skill - Part of Claude Office Skills

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills claude-office-skills/lead-routing

View the source on GitHub

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