Help staff organize incoming enquiries using agreed service, location, and urgency criteria.
Quick Answer
Lead Scoring & Triage help staff organize incoming enquiries using agreed service, location, and urgency criteria. We assess fit, access, and the operating baseline before agreeing scope and timing.
The Problem This Solves
Teams may need to sort requests across different services and service areas while ensuring urgent enquiries reach a person.
How It Works — Step by Step
Action: Capture the request and available job, location, customer, and urgency details using agreed questions.
→ Staff can review the information and identify gaps.
Action: Alert the responsible person through a supported channel.
→ A person can review the request and decide how to respond.
Action: Prepare an acknowledgement and record the request using the approved workflow.
→ Staff can track the request and confirm any response commitments.
Action: Allow a person to adjust the priority and contact or refer the customer where appropriate.
→ The team retains control of routing and customer communication.
Questions About This Automation
The team defines the criteria using available information. Staff review the output, particularly when urgency or job value is uncertain.
Staff can correct it and review the cause. The workflow should include a clear escalation and fallback process.
Response times and conversion depend on staffing, demand, and the quality of the information. Measure outcomes against your own baseline.
Get your Operations Scorecard, then book a 20-min call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.