Lead scoring and routing
Lead scoring and routing is an automation Rosada Automation builds for Professional & B2B firms. Your hottest leads jump the line, so you call the ready buyer first.
Who it's for
- Professional & B2B firms
Example run with sample data
Manual ~4 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
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Lead in
A sample lead comes in from your form. You are not retyping it.
New request
Ready to submit
Example run. Nothing here is sent for real.
Where you approve
This example doesn't message a customer or move money. You can pause it, and the handoff guide shows you how.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- The scoring rules
- Who counts as a hot lead
- Where the others wait