Lead routing implementation in HubSpot or Google Sheets.

The handoff to check

If responsibility changes between an office, estimator and service team, write down the handoff rule. This pilot addresses an agreed ownership gap; it does not assume that your team is losing leads or responding slowly.

Try the fictional workflow demo →

Make routing rules inspectable

Choose the supplied fields that determine responsibility, such as request type or service area. Define an explicit fallback when information is missing or rules overlap. Never treat an ambiguous request as automatically rejected.

Separate routing from quote preparation

The record can show that an estimator needs to review a drawing or request missing scope by a date. It does not calculate a price, approve technical feasibility, send a quote or make a commercial decision. Your team owns those actions.

Accept ownership, not promised conversion

Test each agreed route, an unmatched request and an owner change using supplied examples. Confirm the owner, state and next action remain visible in the chosen destination. Round-robin capacity planning or a complete sales-process redesign requires a separate scope.

The bounded deliverable

• One enquiry source: one web form or one shared inbox
• One destination: HubSpot or Google Sheets
• Extraction of available contact or company details, enquiry type, work scope, postcode or service area, domestic or commercial context, requested timing, drawings, urgency and preferred contact method
• An owner, status and dated next action on every created record
• A visible human review queue for uncertain or incomplete records
• A basic team notification
• Acceptance testing against up to 30 historical examples supplied by your team
• Short operating and handover documentation
• Customer-owned accounts and operational data

The 14-day delivery window starts once the agreed access, sample enquiries and acceptance rules are available.

£475 at the agreed start; £475 after documented acceptance. Third-party software fees are excluded. The pilot does not include autonomous pricing, quoting, revenue guarantees or CRM replacement.

Read the full scope, exclusions and acceptance criteria →

Check the fit

Fits: One enquiry source with a specific office-to-estimator or office-to-service ownership rule.

Outside this pilot: Autonomous quoting, automated sales follow-ups or organisation-wide workforce scheduling.

Will this send quotes or follow-up emails automatically?

No. The fixed pilot makes the responsible person and dated next action visible. Pricing, quote approval and commercial correspondence remain human decisions.