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Speed-to-lead routing

Applications are qualified instantly, routed to the right setter and followed up in under five minutes — with alerts when nobody picks them up.

Describe your project How it works

01The problem

Sound familiar?

Every hour an applicant waits makes a booked call less likely. When routing depends on someone refreshing the CRM, response times swing from minutes to a day — and you only see it in the close rate weeks later.

  • Our best leads apply at 9pm and hear from us the next afternoon.
  • Setters cherry-pick the good-looking leads and the rest go cold.
  • We pay for the ads, then let the applications sit.
TodayFirst touch depends on who is looking
  1. Application form New applicant
  2. CRM Lands in a shared list
  3. Setters Checked when someone has time Delay
  4. First reply Hours later — or never Lost

02How the system works

What happens, step by step.

With the systemEvery qualified lead answered in minutes
  1. Application form New applicant
  2. Rules Qualified instantly
  3. Routing Round-robin to an available setter
  4. SMS + email First touch in under 5 minutes
  5. Slack Alert if untouched after 10 min
  1. 01

    Capture

    Applications from your funnel, form or ads land in one place the moment they are submitted.

  2. 02

    Qualify

    Your criteria (revenue, budget, answers) score each applicant. Non-fits go to a nurture path or a self-serve booking page.

  3. 03

    Route

    Qualified leads go round-robin, weighted or by time zone to a setter who is actually working.

  4. 04

    First touch

    An SMS and email go out from the setter’s name within minutes — respecting quiet hours and opt-outs.

  5. 05

    Watch

    Untouched leads trigger an alert in Slack, and a weekly report shows response time per setter.

03What you get

Deliverables

  1. Qualification rules configured with your criteria
  2. Round-robin or weighted routing with working hours
  3. Automated first-touch SMS and email (quiet hours and opt-out handled)
  4. Speed-to-lead alerts in Slack
  5. Response-time report per setter
  6. Written spec, handover document and walkthrough video

04Timeline & price

What it typically takes

Typical price$1,500–$3,000, fixed before we start
Timeline1–2 weeks from kickoff
Not sure yet?Start with the $750 Systems Audit — credited in full toward the build
After launchOptional care plan from $400/month
Expected effectQualified applicants hear from a named setter within minutes, day or night, and you can see response time per setter for the first time. How much that lifts booked calls depends on your offer and traffic — we measure your current baseline first.

Works with: GoHighLevel, HubSpot, Keap, ClickFunnels, Typeform, Calendly, Twilio, Slack — and most tools with an API.

Other builds

$1,500–$3,000 · 1–2 weeksFailed-payment & payment-plan recovery$2,500–$5,000 · 2–3 weeksSales-team command dashboard$2,000–$4,000 · 1–3 weeksStudent & client onboarding automation$3,000–$6,000 + care plan · 2–3 weeksMigration rescue

Start

Want this in your business?

Tell us how it works today and what you’d like to change. We reply within one business day and send a fixed-price proposal within 48 hours of our call.

Describe your project Email hello@tacticsunit.com
  • ReplyWithin one business day
  • ProposalFixed price, within 48h
  • BuildsFrom $1,500
  • OwnershipYours, fully