The routing worksheet
Fill in the blanks with the person who actually calls leads back: territories and owners, who covers when a rep is out, existing customers, holds, rejects and duplicates, and your rule order.
Tool Shed / Guides
Who gets the lead?
A form comes in. Someone should call them back. This free guide helps you write down who, in what order, and what happens when the answer isn't obvious.
- 1.
Name an owner for every lead.
Territories, backups, and a queue that someone actually checks.
- 2.
Stop the quiet losses.
The rep who's on vacation, the customer sent to a stranger, the lead called twice.
- 3.
Test it before you build it.
Ten fake leads and the right answers, written down first. Works for HubSpot or any CRM.
routing.guide
Part A · the rules
- The six outcomesA2
- Why order mattersA3
- The routing worksheetA4
- Test before you buildA5
- Putting it in HubSpotA6
Part B · the AI build
- Policy and answer keySteps 1-2
- An AI review teamStep 3
- Build and independent checkSteps 4-5
Guide · about eight pages
What's inside
Do the first part with a pen in an hour. The second part is for people who want to build their own routing desk with AI agents.
Six answers for every lead
Every form ends in exactly one, with a reason you can read.
ROUTERETAINFALLBACKHOLDREJECTREPLAY
The AI build, step by step
How our demo desk was made, with copy-paste prompts: policy, answer key first, an AI review team, build, and an independent check.
guide.request
rootcheck.diag
If HubSpot is yours to own
Found blanks in the worksheet you couldn't answer? That usually means nobody owns the CRM yet. A free RootCheck gives you a read-only score and plain-language fixes. Read-only on your HubSpot. Nothing in it changes.
Built from a real demo, with fake leads
The guide comes from a routing desk we built for a fictional home services company: twenty made-up form events, every one with a decision and a reason. AI agents drafted, reviewed, built and tested it. Nothing touched a real CRM.