Sales & growth · Example workflow
Lead qualification & routing
Turn incoming enquiries into prioritised, useful conversations for your sales team.
From trigger to outcome
A new enquiry arrives
The right owner gets context
The opportunity
Why leads wait for a response
New leads arrive from different channels, often with incomplete details. Someone has to research each one, update the CRM and work out who should follow up.
How it works
From new lead to the right sales owner
The exact systems and steps are tailored to your team. This example shows a starting point for the conversation.
- 01
Capture and check
Collect the enquiry, validate the contact details and check for an existing CRM record.
- 02
Enrich and summarise
Bring together approved company information and create a concise brief for the sales team.
- 03
Qualify and route
Apply your own qualification rules, assign an owner and flag uncertain records for review.
- 04
Follow through
Create the next task and notify the owner with the source, context and suggested next action.
People stay in control.
Your team defines qualification criteria and reviews uncertain leads. Outreach and sensitive decisions stay under your control.
What you can measure.
- Time from enquiry to first response
- Percentage of leads with an assigned owner
- Time spent preparing each sales conversation
More ideas
Explore another workflow.
Customer experience
Customer support triage
Give support teams a head start with categorised requests and relevant account context.
A support request arrivesA prepared ticket reaches the teamHelpdeskKnowledge baseAISlackSales & growth
CRM data hygiene
Keep records useful with duplicate checks, missing-field reminders and clear ownership.
A record is created or changedThe CRM stays easier to trustCRMEmailWorkflowSlackInternal operations
Internal knowledge assistant
Help your team find grounded answers across the documents they are allowed to access.
A teammate asks a questionAn answer links back to sourcesDocumentsSearchAISlack
Make this workflow your own.
Bring your process and the tools you use. We will map the handoffs, checks and a sensible first implementation together.
- We take on 2–3 new partnerships per quarter
- Reply within 24 hours
- NDA available before you share anything
Or send a message