How I fix it · 01 / 04

Follow five leads from form to reply.

A contact form, a demo request, a chat, a pricing page visit and a partner referral, each tracked from the moment it’s sent to the first human reply.

Find where leads wait.

No owner, an alert that goes to an old inbox, a duplicate contact or a lead routed to the wrong team. Each delay is measured in hours.

Route every lead to one owner.

HubSpot workflows with clear rules: territory, size or round robin, an instant alert, a task with a deadline and a fallback when nobody picks it up.

Test it with a real submission.

On handover we send a lead from every source and watch it land with the right person, in minutes, with its source attached.

Following five new leads0 issuesFollowing
Step 1 · follow0 / 5 routed
  • Contact formFollowing…
  • Demo requestFollowing…
  • ChatbotFollowing…
  • Pricing pageFollowing…
  • Partner referralFollowing…
  1. 01 / 04

    Follow five leads from form to reply.

    A contact form, a demo request, a chat, a pricing page visit and a partner referral, each tracked from the moment it’s sent to the first human reply.

  2. 02 / 04

    Find where leads wait.

    No owner, an alert that goes to an old inbox, a duplicate contact or a lead routed to the wrong team. Each delay is measured in hours.

  3. 03 / 04

    Route every lead to one owner.

    HubSpot workflows with clear rules: territory, size or round robin, an instant alert, a task with a deadline and a fallback when nobody picks it up.

  4. 04 / 04

    Test it with a real submission.

    On handover we send a lead from every source and watch it land with the right person, in minutes, with its source attached.

  5. Test lead · HubSpot0 issuesRouted
    Step 4 · prove5 / 5 routed
    • Contact form✓ Owner in 2 min
    • Demo request✓ Owner in 2 min
    • Chatbot✓ Owner in 2 min
    • Pricing page✓ Owner in 2 min
    • Partner referral✓ Owner in 2 min
    Test lead got an owner, a Slack alert and a task in 2 minutes.
Following: 0
What’s covered

Six places leads get stuck.

Each one checked in your HubSpot portal, with the problem I find most often.

AreaWhat I checkMost common problem
Forms → HubSpotEvery form, field mapping and hidden source fieldsNative form fields never reach the contact
Owner rulesTerritory, size, round robin and fallbacksLeads assigned to someone who left
AlertsEmail, Slack and mobile notificationsAlerts go to a shared inbox nobody reads
DuplicatesMatching by email, domain and companyOne company, five contacts, three owners
LifecycleLead, MQL, SQL and customer stagesEvery contact stuck as “subscriber”
ReportingReply time, source and pipeline by channelNobody knows how fast sales replies
Pricing

Fixed scope. Fixed price.

Before you sign, we agree a reply-time target. You see it measured at handover.

Routing$3901 pipeline · 1 week
  • Owner rules and round robin
  • Instant email and Slack alerts
Get a fixed quote
Routing + revenueComplete$1,900Full CRM · 3 weeks · from form to deal
  • Everything in Fullall sources, duplicates, escalation
  • Lifecycle stageslead, MQL, SQL and customer defined
  • Source on every leadfirst and last touch, page and campaign
  • Offline conversionsdeals sent back to Google Ads
  • Reply-time reportweekly, for sales and management
Get a fixed quote
Prices exclude VAT · works on HubSpot Starter, Pro and Enterprise

What a slow reply costs

A B2B buyer who fills in your form is usually talking to two or three other companies. The first one to reply well has a real head start.

Leads that wait a day go cold. Leads that wait over a weekend often never answer at all. The form did its job; the CRM didn’t.

One owner for every lead

The most common problem isn’t a missing workflow. It’s a lead that belongs to everyone, so nobody picks it up.

Clear rules fix that: by territory, company size or round robin, with a fallback owner when the first one doesn’t act in time.

Forms, chat, partners and app signups

Leads arrive from more places than the contact form: chat widgets, partner referrals, pricing page requests and signups in your app.

Each source needs the same treatment: an owner, an alert and its source attached, so sales knows what the person was looking at.

Duplicates, spam and bad data

One company with five contacts and three owners is a routing problem waiting to happen. So is spam that lands in a salesperson’s queue.

Matching by email and domain, simple spam rules and a few required fields keep the pipeline clean enough to trust.

Measuring reply time

If you don’t measure reply time, it drifts. A weekly report showing time to first reply, by source and owner, keeps it honest.

It’s also the fastest way to show whether a new channel is worth it: leads that convert are usually the ones answered fastest.

Not sure where your site stands?The free scan checks your forms and thank-you conversions on your real pages, in a few minutes.Run the free scan
Lead routing FAQ

Routing, answered.

HubSpot tiers, round robin, alerts and what access I need.

Something else?Write a line about your site. You’ll get a reply from me within one business day.

Basic routing and alerts work on Starter. Round robin, escalation and advanced rules need Sales or Marketing Hub Professional.

The audit covers any CRM. The routing build is HubSpot-first; for other CRMs I quote after a short look.

Yes, plus email and the HubSpot mobile app. Each owner gets the alert where they actually work.

They get an instant reply, a next-morning task and an escalation if nobody picks them up by a set time.

Only who gets which lead and how fast they hear about it. I agree the rules with your sales lead first.

A HubSpot super admin seat for the build, plus view access to your forms and chat tools.

Often done together