Routing Logic

Use when defining or adjusting marketing-to-sales assignment rules.

Published by @gtmagents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Routing Logic Blueprint Skill

When to Use

Designing new lead assignment models (round-robin, territory, pod-based).
Troubleshooting misrouted or unassigned leads.
Simulating capacity scenarios before changing SLAs.

Framework

Qualification Criteria – map scoring thresholds, enrichment fields, and required consent.
Owner Model – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
Capacity Modeling – lead volume forecasts vs available headcount, backlog thresholds.
Automation Flow – MAP/CRM steps, dedupe rules, webhook/API dependencies.
Monitoring & Audits – logging, reconciliation jobs, sample QA cadence.

Templates

Routing matrix (segment → owner → conditions → escalation).
Capacity calculator (leads/day vs SLA vs reps).
QA checklist for automation updates.

Tips

Keep logic declarative (YAML/JSON) for easier audits and version control.
Add synthetic leads to test every path before go-live.
Coordinate with data enrichment to ensure required fields populate upstream.

More on the bench

Vendor Evaluation

Evaluate vendors with comparison matrices, TCO analysis, risk assessment, reference check templates, and negotiation strategies

Escalation

Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.

customer-success+2

Strategic Planning

ACTIVATE when developing long-term strategy, setting OKRs, creating vision statements, building SWOT analyses, designing strategic frameworks, defining company direction, planning multi-year initiatives, or aligning organizational strategy with business goals. Executive must think through market positioning, competitive advantage, and measurable strategic objectives.

product-management+2

Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”