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Northline Advisory

Lead routing system for a B2B consultancy

A fragmented intake process became a scored, enriched, and routed lead engine with owner alerts and SLA tracking.

-92%

Response time

-18 hrs/mo

Manual routing

+31%

Qualified calls

Challenge

The sales team had leads coming from forms, referrals, events, and partner pages. Ownership was unclear, CRM fields were inconsistent, and high-fit opportunities waited too long for a reply.

Solution

  • Mapped the intake lifecycle from source to booked call.
  • Built enrichment, scoring, territory routing, and Slack alert logic.
  • Created CRM status updates and a weekly SLA dashboard for leadership.

Result

Speed-to-lead fell from half a day to under 12 minutes for qualified requests.

Ready to customize

Turn one strong case study into a repeatable sales asset.

Use FlowPilot to launch a credible website, explain your services clearly, and move from discovery calls to scoped automation projects.

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