Route every demo request: lead routing playbook

How it runs

Starts
Someone fills out your demo form.
Step 1
Enrich the lead
Cardinal adds company size, location, industry and any open deal at the account.
Step 2
Apply your rules
Existing owner first, then territory, then round-robin by capacity.
Step 3
Brief the rep
The rep gets a Slack note with who they are, why they’re a fit and a draft reply.
ToRavi Mehta, Director of Sales at NorthbeamSubjectyour cardinal demo
Hey Ravi!
Thanks so much for reaching out! I’m Devi, founder at Cardinal. You mentioned outbound is the big priority this quarter, so I’d love to show you how teams your size run it with half the manual work!
Does tomorrow at 11 or 3 work? If you’re in SF we’ll come by in person, we’re insanely hands on!
-Devi
Step 4
Reroute if it sits
No reply in 15 minutes, and the lead moves to the next rep in line.