I've been routing leads by hand for months and finally wrote the rules down. This session is for coaches and consultants who have enough enquiries that things slip, but not enough to justify an ops hire. I'll show you the two rules I use and the one I tried that made it worse.
Lead Routing Clinic: What Actually Works When You Have Five Clients
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Event
- Purpose
- To walk through a simple manual lead routing setup that works before you have the volume or budget to automate it.
- Starts
- Nov 26, 2026, 3:00 PM · UTC
- Ends
- Nov 26, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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