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Lead Routing in Under an Hour

Send leads to the right person fast, with a simple and reliable workflow that takes less than an hour to set up.

5 min read
Key Takeaways: Use a shared inbox → Route by service type → Set up SMS alerts → Track response times. That's the whole system.
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1

The Problem Lead Routing Solves

When leads go to a general inbox or are forwarded manually, response times suffer. You need a system that gets leads to the right person—fast.

  • Leads sitting in inboxes too long
  • Wrong person getting the lead
  • No visibility into response times
2

The Simple Workflow

Step 1: Use a Shared Inbox

All leads go to one place—not individual email accounts. This gives everyone visibility.

Step 2: Route by Service Type

Use tags or labels to route leads to the right person based on what they need.

Step 3: Set Up SMS Alerts

Notify team members immediately when a hot lead comes in.

Step 4: Track Response Times

Measure how fast your team responds and identify bottlenecks.

3

Tools You Need

  • Shared inbox: Gmail shared inbox, Front, or shared Outlook
  • Form with dropdowns: Capture service type in your contact form
  • SMS alerts: Twilio, Google Voice, or notification tools

Common Mistakes

  • Routing leads to individual email accounts (no visibility)
  • Manual forwarding that takes too long
  • No system for after-hours leads
  • Not tracking response times

Lead Routing Checklist

Setup

  • Shared inbox set up
  • Form captures service type
  • Routing rules defined

Alerts & Tracking

  • SMS alerts for hot leads
  • After-hours workflow defined
  • Response time tracking

Want Help Setting Up Lead Routing?

Get a free system analysis with recommendations for your lead routing workflow.

Request a Free System Analysis

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