Lead Generation & Routing
We build automated systems that capture, validate, score, and route your leads instantly. Paired with email and SMS follow-up sequences that convert while you sleep.
Speed to lead is the single biggest factor in conversion rates, and most businesses are losing deals because their response time is measured in hours instead of seconds. We build automated lead generation and routing systems that capture leads from every channel, including web forms, landing pages, chatbots, social media, and paid ads, then instantly validate the data, score the lead against your ideal customer criteria, and route it to the right person on your team with full context. The entire process fires in under sixty seconds from the moment someone submits their information.
Our systems integrate directly with your CRM, whether that is HubSpot, Salesforce, GoHighLevel, Close, or a custom Airtable setup. We build lead scoring models based on your actual conversion data, factoring in form field responses, traffic source, geographic location, company size, and engagement signals. Leads that meet your threshold get routed instantly via SMS, Slack, or email notification to the assigned rep with a pre-populated contact record. Lower-scoring leads enter automated nurture sequences that warm them with targeted email and SMS content until they are ready for a sales conversation.
Beyond capture and routing, we build the full follow-up engine. Automated email sequences triggered by lead behavior, SMS reminders for booked appointments, re-engagement campaigns for leads that go cold, and win-back sequences for lost deals. Every touchpoint is tracked, and your CRM is updated automatically with engagement data so your sales team always has a complete picture. We also build reporting dashboards that show you lead volume by source, conversion rates by stage, and time-to-contact metrics so you can optimize your funnel with real data.
Key Benefits
Instant Lead Response
Leads are captured, scored, and routed to your team within seconds of submission. Instant response dramatically increases your contact rate and gives you an edge over competitors who take hours to follow up.
Higher Conversion Rates
Automated scoring ensures your sales team focuses on the highest-intent leads first. Nurture sequences keep lower-intent leads warm until they are ready to buy, so fewer opportunities fall through the cracks.
Consistent Follow-Up
No more leads slipping through because someone forgot to follow up. Automated email and SMS sequences run on schedule every time, ensuring every lead receives the right message at the right time.
Clean CRM Data
Automated validation catches bad phone numbers, invalid emails, and duplicate records before they enter your CRM. Your database stays clean, your reporting stays accurate, and your outreach actually reaches people.
Multi-Channel Capture
We unify leads from web forms, landing pages, chatbots, Facebook Lead Ads, Google Ads, and manual entry into a single pipeline. Every lead gets the same scoring and routing treatment regardless of source.
Full Funnel Visibility
Real-time dashboards show lead volume, source attribution, conversion rates by stage, and individual rep performance. You see exactly where your funnel leaks and where to invest your marketing budget.
How We Build It
Funnel Audit & Lead Source Mapping
We document every lead source, capture point, and follow-up process you currently use. We identify gaps, bottlenecks, and leaks in your funnel, and benchmark your current speed-to-lead and conversion metrics.
Scoring Model & Routing Logic
We design a lead scoring model based on your ideal customer profile and historical conversion data. We define routing rules that assign leads to the right rep based on territory, specialty, availability, or round-robin distribution.
Build Capture & Routing System
We build the technical infrastructure: form integrations, API connections to ad platforms, CRM configuration, scoring automations, and real-time routing via SMS, Slack, or email notifications with full lead context.
Build Follow-Up Sequences
We create email and SMS nurture sequences for each lead segment. This includes immediate confirmation messages, educational drip content, appointment reminders, re-engagement campaigns, and win-back sequences for stalled deals.
Launch & Optimize
We deploy the full system, verify every integration with live leads, set up reporting dashboards, and begin monitoring performance. Over the first 30 days, we optimize scoring thresholds, sequence timing, and routing rules based on real conversion data.
Use Cases
Who It's For
- Sales teams that are losing deals because they respond to leads too slowly
- Businesses running paid ads that need faster lead follow-up to maximize ad spend ROI
- Real estate agents and teams that need instant lead routing and automated drip campaigns
- Home service companies that receive leads from multiple sources and need unified pipeline management
- Any business where inconsistent follow-up is the primary reason leads go cold
Lead Gen Automation FAQ
We integrate with all major CRMs including HubSpot, Salesforce, GoHighLevel, Close, Pipedrive, and custom Airtable setups. We also work with industry-specific platforms like Follow Up Boss for real estate and ServiceTitan for home services. If your CRM has an API, we can connect it.
We build a scoring model based on your ideal customer profile and historical conversion data. The model assigns points based on factors like form field responses, traffic source, geographic location, and engagement behavior. Leads that cross your threshold get routed to sales immediately, while lower-scoring leads enter nurture sequences.
Yes. We build SMS sequences using platforms like GoHighLevel, Twilio, or your existing SMS provider. Messages are triggered by lead actions such as form submissions, missed calls, or appointment bookings and sent according to a timed sequence you approve. All SMS campaigns are configured to comply with TCPA and carrier guidelines.
We work within your existing CRM and build on top of what you have. We audit your current setup, clean up any data issues, configure the scoring and routing automations, and integrate your lead sources. You do not need to switch platforms or start from scratch.
Most clients see measurable improvement in speed-to-lead and contact rates within the first week of deployment. Conversion rate improvements from nurture sequences typically become visible within 30 to 60 days as leads move through the full funnel. We provide dashboards so you can track progress in real time.
Still have questions?
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