Routing Logic Blueprint Skill

routing-logic

Use when defining or adjusting marketing-to-sales assignment rules.

gtmagents/gtm-agents·0installs411starsSales & marketing

SKILL.md

Full skill instructions

Routing Logic Blueprint Skill

When to Use

Designing new lead assignment models (round-robin, territory, pod-based).
Troubleshooting misrouted or unassigned leads.
Simulating capacity scenarios before changing SLAs.

Framework

Qualification Criteria – map scoring thresholds, enrichment fields, and required consent.
Owner Model – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
Capacity Modeling – lead volume forecasts vs available headcount, backlog thresholds.
Automation Flow – MAP/CRM steps, dedupe rules, webhook/API dependencies.
Monitoring & Audits – logging, reconciliation jobs, sample QA cadence.

Templates

Routing matrix (segment → owner → conditions → escalation).
Capacity calculator (leads/day vs SLA vs reps).
QA checklist for automation updates.

Tips

Keep logic declarative (YAML/JSON) for easier audits and version control.
Add synthetic leads to test every path before go-live.
Coordinate with data enrichment to ensure required fields populate upstream.

Install skill

Copy and run in your terminal

npx -y skills add https://github.com/gtmagents/gtm-agents --skill routing-logic

View on GitHub

plugins/sales-handoff-orchestration/skills/routing-logic/SKILL.md

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