Route Hot Leads to the Right Person the Moment They Arrive
Every inbound enquiry is scored and routed automatically, so hot prospects reach a broker or adviser in seconds instead of sitting in an inbox.
The outcome
- Lead scoring now happens automatically in seconds, removing manual review from the qualification process
- Hot leads reach reps the moment they arrive, cutting first-response time from hours down to near-instant
- Full visibility into every inbound lead is maintained in the lead database without any manual data entry
For a brokerage or advisory firm with several advisers, this removes the guesswork of “whose lead is this and how urgent is it” — the system decides in real time, before the prospect has even finished filling out the form.
The problem
The client, a sales agency, was spending significant time manually reading and scoring every inbound lead before deciding how to route it to the right rep, slowing down response times and creating an inconsistent qualification process.
What we built
- Built an automation that receives inbound messages via webhook as soon as they arrive
- Used AI to classify each lead’s intent as Hot, Warm, or Cold in real time
- Automatically created a new record in the CRM for any lead scored as Hot, routing it straight to the sales team
- Logged every lead, regardless of score, to the lead database for complete pipeline visibility
Tools used
Built around the tools the client already used, documented and handed over so their team owns it.
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.