Gracjan Kasprzyk, HubSpot consultant

HubSpot Lead Routing and Management

Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.

phaseImplementation
engagementProject
productCRM

The problem this solves

Leads sit on a shared list, reps pick the ones that look best and the rest wait. Nobody knows whether a lead was called and dropped or never touched. Marketing blames weak sales, sales blames weak leads, and nobody has the numbers to settle it.

How I work

First we agree on the process: what a lead is, when it counts as qualified, who gets it and how quickly they need to reach out. Sales and marketing settle lead statuses and qualification criteria together.

Then I set it up in HubSpot: round-robin routing or routing by region and industry, lead views and queues for each rep, required fields at qualification, a task and an alert when a lead waits too long, and lead-to-deal conversion that carries the data over. A report shows how many leads are waiting, how many dropped out and why. I train reps on their own leads, in 1.5-2 hour sessions.

What you get

Lead statuses and qualification criteria agreed by sales and marketing
Lead routing to reps
Lead views and queues for each rep
Tasks and alerts for leads with no contact
Lead-to-deal conversion with data for reporting
A lead report: waiting, disqualified and reasons

What people ask before a quote

How is this different from setting up a pipeline?

Here I set up the path from a new lead to a deal: qualification, routing and handoff. The pipeline starts later and covers deal stages through signature. I often set up both, but each works on its own.

What if a rep doesn’t follow up on a lead?

After an agreed time, the rep gets a task and the manager gets an alert. If the lead keeps waiting, a workflow can pass it to the next person.

How much does lead management setup cost?

We’ll work it out on the call, once I know your sales process. You pay for the HubSpot license separately, directly to HubSpot.

What usually goes with this service 3

CRM

CRM Data Migration to HubSpot

Contacts, companies, deals and history from your old CRM, moved after a test import, with the database cleaned up.

Learn more

CRM

HubSpot Workflow Automation

Workflows that take repetitive CRM work off your team, each with a name and description that say what it does.

Learn more

CRM

HubSpot CRM Setup

A portal ready to use: users and permissions, connected email and calendars, tracking code and views for each team.

Learn more

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Your call is with Gracjan Kasprzyk