Sales

Inbound lead triage

Read new inbound leads, enrich them, score them against your ideal customer, and route the good ones to the right rep.

Schedule

Every hour

Apprentices

Reader → Checker → Clerk

Tools

Gmail · HubSpot · Slack

You sign

Routing rules, once; then only the edge cases

What the apprentices do

  1. Reader collects new inbound leads and enriches them from public sources.

  2. Checker scores each lead against your ideal customer profile and removes duplicates.

  3. Clerk routes qualified leads to the right rep and logs the reason.

Where it stops for you

You sign the routing rules once. After that, only leads that fall between rules come back to you.

What it needs

  • The inbox leads arrive in

  • HubSpot with owners set up

  • Your ideal customer profile, written down

Create a free website with Framer, the website builder loved by startups, designers and agencies.