DM and lead response
Lead routing and response board
The client knows which inbound sources are covered and who needs to respond before prospects go cold.
- Artifact
- Lead source map, response drafts, escalation rules, CRM workflow notes, appointment routing checklist, and handoff queue.
- Client data
- Response time, handoffs routed, replies drafted, source coverage, appointment path status, and blocked CRM access.
- Boundary
- Automated replies or provider sends require confirmed account setup and explicit approval.