HubSpot Lead Scoring and Round-Robin Routing for a Career Coaching Business
I wanted to show how I'd stop hot leads from sitting untouched, so I built this in HubSpot for Clearpath Careers, a fictional career coaching business. I added custom contact properties for quiz score, career stage and coaching goal. The lead score adds 20 points for mid-career or senior people and 20 more for a quiz score of 70 or higher. A contact workflow reads that score and splits leads three ways: 60 and up, 40 and up, and everyone else. Hot leads get an owner in rotation and a call task right away. After 4 hours the workflow reassigns the lead, so a fast response doesn't hang on one person's inbox.