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FILE
SYS-002
REV
01
STATUS
REFERENCE BUILD
CLEARANCE
PUBLIC · WORKFLOW

Sales lead routing & CRM hygiene system
Leads stop sitting unclaimed.

SECTOR SALESCLIENT PENDING
REFERENCE BUILD
REFERENCE BUILD
02 / Brief

The brief. Situation, scope, and spec.

SITUATION

Leads get routed, records stay clean, and follow-ups stop falling through the cracks.

DELIVERABLES

  1. 01Lead routing rules by territory, source, or round-robin
  2. 02CRM hygiene automations - dedupe, field completion, stage sync
  3. 03AI response drafts queued for rep approval
  4. 04Follow-up reminders and deal-stage handoffs

Leads stop sitting unclaimed in the inbox - each one lands on a rep’s plate with a clean record and a reminder that won’t forget.

SPEC

CLIENT
PENDING CLIENT SIGN-OFF
SECTOR
Sales
SYSTEM TYPE
Workflow automation
SERVICE
Sales Workflow Automation
CHANNELS
Ad form, pricing page
TEAM SIZE
PENDING CLIENT SIGN-OFF
TIMELINE
PENDING CLIENT SIGN-OFF
VOLUME
PENDING CLIENT SIGN-OFF

REFERENCE BUILD · COPY FROM ZEPTAZ SERVICE DEFINITION · CLIENT FIELDS PENDING

03 / Architecture

How it's wired. Nodes, edges, and what runs on each.

human-approvelead.capturedcrm.record.upsertdedupe.checkrouterep.round_robinoutreach.draft.readyreminder.set

PACKET▭ DASHED · EXTERNAL■ SOLID · BUILT◆ CRIMSON MARK · HUMAN IN LOOP100%

  1. 01lead.captured

    lead.captured (ad-form: pricing-page).

  2. 02crm.record.upsert

    CRM hygiene automations: dedupe, field completion, stage sync.

  3. 03dedupe.check

    Duplicate check before any record is written twice.

  4. 04route

    Lead routing rules by territory, source, or round-robin.

  5. 05rep.round_robin

    rep.round_robin(region). Each lead lands on a rep’s plate.

  6. 06outreach.draft.ready

    AI response drafts queued for rep approval. Human-approve.

  7. 07reminder.set

    Follow-up reminders and deal-stage handoffs. No-reply +3d.

04 / Stack

What it runs on. By layer. Hover a tool to find its node.

INTERFACE

ORCHESTRATION

DATA

STACK SHOWN IS ILLUSTRATIVE · CONFIRMED PER REAL BUILD

MINI-MAP · SYS-002

05 / Ledger

Before and after. Measured, then signed off by the client.

Leads routed to a named rep

BEFORE
AFTER
DELTAPENDING CLIENT SIGN-OFF

Time to first response

BEFORE
AFTER
DELTAPENDING CLIENT SIGN-OFF

Duplicate records

BEFORE
AFTER
DELTAPENDING CLIENT SIGN-OFF
06 / Runtime

Runtime. One run, line by line.

$ tail -f prod/sys-002.logSAMPLE RUN · FROM FLOW SPEC
  1. T+00sinfolead.captured (ad-form: pricing-page)
  2. T+01sinfocrm.record.upsert → dedupe.check
  3. T+02sinforoute → rep.round_robin(region)
  4. T+03sinfooutreach.draft.ready [human-approve]
  5. T+04sokreminder.set (no-reply +3d)
07 / Timeline

How it ships. Phases from the build protocol.

  1. PH01

    Workflow Fit Call

    30-45 minutes

  2. PH02

    Diagnostic

    3-5 business days

  3. PH03

    Access Lock

    Driven by your side - typically under a week

  4. PH04

    Build

    Per package - 10 business days to 6 weeks

  5. PH05

    UAT

    3-5 business days

  6. PH06

    Handover

    One session

08 / Transcript

In their words. Excerpt, shown with client approval.

TRANSCRIPT EXCERPTPENDING CLIENT APPROVAL
CLIENT:
ZEPTAZ:
CLIENT:

Transcript pending client approval

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