Lead routing and assignment · Sales
Send the Chennai enquiry to the rep who covers Chennai, not whoever replies first.
Without clear routing rules, an enquiry often goes to whoever is fastest to check WhatsApp that day. It rarely matters whether they cover that territory, speak the buyer's language, or handle that product line. Meanwhile, a rep on leave leaves their leads sitting unassigned, because nobody else was told to cover for them.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
In one paragraph
Lead routing and assignment is the set of rules that decide which rep, branch or specialist gets a new enquiry the moment it arrives. GullySales builds those rules around your territory, product, language and workload, automates assignment where your systems allow it, and makes sure no enquiry sits unassigned.
We build routing rules specific to how your business is actually structured, by branch, territory, product specialism, language or simple round-robin fairness. Automation runs the assignment wherever your CRM or tools allow it. Where that is not possible, we build a simple manual process with a clear fallback so nothing is ever left unassigned.
This work matters most once you have more than one person handling enquiries.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“An enquiry for one branch lands with a rep from a different city.”
The enquiry has to be manually spotted and forwarded, adding delay and sometimes getting missed entirely.
“One rep gets every enquiry because they check WhatsApp fastest.”
Workload is distributed by speed of noticing a message, not by fairness, fit or actual capacity.
“Nobody has rules for which product enquiries go to which specialist.”
A technical question ends up with whoever answered the phone, rather than the person best placed to handle it.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
Routing rules definition
Clear, written rules for how enquiries should be assigned, based on territory, product, language or capacity.
Automated assignment
Assignment configured to happen automatically wherever your CRM or tools support it, removing manual forwarding.
Fallback and escalation
A defined next step when the usual owner of a lead type is unavailable, so nothing sits unassigned.
Load balancing
Rules to distribute enquiries fairly across a team, rather than concentrating them on whoever is fastest to respond.
Assignment visibility
A clear view of who has what, so a manager can see the distribution at a glance rather than asking around.
How the result is measured
- Leads correctly auto-assigned against the rules
- Leads left unassigned beyond an agreed time limit
- Workload balance across the team
- Time from an enquiry arriving to it being assigned
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for you if these sound familiar.
- Multi-branch or multi-territory businesses where enquiries need to reach a specific location's team
- Companies with product specialists who should each get the enquiries that match their area
- Teams where one rep ends up with most enquiries simply because they check messages fastest
Not for
It is not the right fit if.
- You are a single person handling every enquiry personally; routing rules solve a problem you do not yet have
- Your enquiry volume is so low that manual assignment by a manager works fine without a formal system
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the lead routing and assignment work runs
- 1
Audit current assignment
We look at how enquiries are actually assigned today and where they most often go to the wrong person or nobody at all.
- 2
Define routing rules
We agree clear rules based on territory, product, language or capacity, matched to your actual team structure.
- 3
Automate assignment
Where your CRM or tools support it, assignment is configured to happen automatically the moment an enquiry arrives.
- 4
Set fallback rules
A clear next step is built for when the usual owner is unavailable, so leads never sit unassigned.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
SB Engineering
- Situation
- Buyers searching for laser cutting and sheet metal work in Bengaluru were finding other suppliers first, because the company did not rank for the terms its own customers type.
- What we did
- The site redesigned for mobile
- Search work on the buyer's terms
- Content that shows the work
- Social channels managed
- Result
- Website traffic rose 60% within six months, against a target of 50%.
- High-quality leads rose 45%, with a rise in conversion rates alongside them.
- Fifteen target keywords moved up the rankings, five of them into the top three positions.
Also worked with
Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with the free audit.
Option 1
The audit on its own
A 90-minute call and a written, scored report. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix the audit ranks first, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can this work without a sophisticated CRM?
How do you handle someone being on leave?
Will this feel unfair to reps who currently get the most leads?
How is this priced?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
By industry
Lead routing and assignment, written for your industry.
Related services
Often bought with this, or instead of it.
Read before you buy
- How plot developers stop selling one plot twiceA plot offered to two families in the same weekend costs a developer trust and a sale. This post sets out a single plot register, a hold rule and a token routine that prevent it.
- How to automate lead assignment and follow-upAutomate the routing, the alert and the reminder. Keep the judgement and the conversation with a person. Here is the rule set that makes it work.
- How quickly should your team respond to a new lead?Within five minutes during working hours, one hour outside them. The business that reaches the buyer first sets the terms of the comparison.
Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.