
The challenge
The brief described leads from paid campaigns sitting unrouted for hours because there was no automated system to assign them to available agents.
Our approach
We designed a CRM workflow that routes incoming leads by territory and availability automatically, with a nurture sequence for leads not immediately ready to engage an agent.
The solution
The concept demonstrates automated lead routing paired with paid search campaigns built around each territory's specific buyer intent.
The outcome
This project shows the CRM automation and paid media coordination CloudMotive applies to multi-agent and franchise-style businesses.