# Routing Logic

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

- Skill: `majiayu000/routing-logic` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds add majiayu000/routing-logic`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/routing-logic/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/routing-logic

---


# 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
1. **Qualification Criteria** – map scoring thresholds, enrichment fields, and required consent.
2. **Owner Model** – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
3. **Capacity Modeling** – lead volume forecasts vs available headcount, backlog thresholds.
4. **Automation Flow** – MAP/CRM steps, dedupe rules, webhook/API dependencies.
5. **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.

---