routing-logic | sales-handoff-orchestration | ClaudePluginHub

Skill

Community

routing-logic

From sales-handoff-orchestration

31

Description

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

Install

1

Add the repository(one-time)

$

/plugin marketplace add gtmagents/gtm-agents

2

Install the plugin

$

/plugin install sales-handoff-orchestration@gtm-agents

Tool Access

This skill inherits all available tools. When active, it can use any tool Claude has access to.

Skill Content

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.

Links

GitHub Stats

7 forks

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