Lead Qualification & Routing

Send your sales team only the leads worth closing.

Scoring, qualification, and routing systems that send the right leads to the right person at the right time — and quietly nurture the rest.

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Fast turnaroundsFlexible month-to-monthA fraction of the cost

What's included

  • Lead scoring model
  • Qualification flows
  • Routing automation
  • Nurture for not-yet-ready leads

Speed-to-lead is a system, not a hope

When good leads sit in queues and bad leads burn rep time, growth stalls. A real qualification system fixes both.

What's included

A complete program — strategy through execution and reporting.

Lead scoring

A weighted model based on fit and intent signals you can actually trust.

Qualification forms

Forms and bots that ask the right questions without killing conversion.

Routing rules

Round-robin, territory, and account-based routing in your CRM.

SLAs

Response-time targets so hot leads don't go cold.

Nurture

Automated nurture for leads that aren't sales-ready yet.

Reporting

Funnel reporting that shows where leads stall and why.

How it works

A clear path from kickoff to ongoing results.

  1. 01

    Discovery

    We learn your goals, audience, brand, and constraints.

  2. 02

    Plan & setup

    A tailored plan with clear deliverables, timelines, and ownership.

  3. 03

    Execution

    Assist produces the work internally, with you in the loop.

  4. 04

    Iterate & scale

    Ongoing improvements based on feedback and results.

Ready when you are.

Tell us what you need and Assist will take it from there — one conversation, and the rest is handled.

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  • Senior-level strategy and execution
  • Quick turnarounds and easy revisions
  • Month-to-month flexibility
  • One partner that handles everything

Frequently asked questions

How quickly can we get started with lead qualification & routing?+

Most engagements kick off within a few business days. Once we understand your goals, we'll share a clear plan and timeline before any work begins.

How do revisions and feedback work?+

Revisions are included as part of every engagement. Just share your feedback with Assist and we'll turn it around quickly — no back-and-forth on your end.

Is there a long-term contract?+

No long-term contracts. Engagements are month-to-month so you can scale up, scale down, or pause as your needs change.

Who will I be working with?+

You work directly with Assist. You describe what you need, and we take care of everything behind the scenes — so you get expert work without managing anyone.

Will we own the work and accounts?+

Yes. You retain full ownership of all deliverables, files, and any platforms or accounts we work in on your behalf.

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Our team is available now to discuss how we can help you! Just describe what you need and our team will handle the rest.

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