Sales owner
Owns qualified discovery when buyer role, need, and next step are clear enough to move.
- Qualified discovery
- Buyer role
- Next step
Engine for technical B2B · Inquiry Routing
Route technical inquiries.
High-value technical inquiries need a routing rule before the team spends expert capacity. The goal is simple: send the right work to the right owner with the right next action.
Direct answer
High-value inquiries need a routing rule.
Route by buyer role, project stage, urgency, fit, missing context, potential value, technical complexity, and next action. The route should decide owner before a specialist is invited.
Specialist owner
Joins only when the opportunity has context and a technical question worth answering.
- Context ready
- Technical question
- Decision impact
Follow-up owner
Handles research-only, incomplete, early-stage, or low-readiness contacts without wasting expert capacity.
- Research-only
- Incomplete
- Early stage
Routing table
Make the first next step obvious.
The routing rule should be simple enough to run daily and strict enough to protect the team.
guide to sales
Clear buyer, relevant need, real timeline, known project context, and a next-step reason.
- Clear buyer
- Timeline
- Next-step reason
guide to specialist
Qualified opportunity with a technical blocker, proposal risk, implementation question, or decision requirement.
- Technical blocker
- Proposal risk
- Decision requirement
guide to later follow-up
Early research, missing context, unclear authority, weak fit, or no immediate decision path.
- Missing context
- Weak fit
- No decision path
Related paths
Routing depends on the right signals.
Buyer role, readiness score, and proposal workflow should all support the routing rule.
Buyer roles
Use this when the first routing signal should be who the buyer is.
- Owner
- EPC
- team
Readiness scorecard
Use this when routing should depend on red, yellow, or green readiness.
- Green
- Yellow
- Red
Commissioning follow-up
Use this when routing breaks later in proposal follow-up.
- Proposal owner
- Next action
- Deadline risk
Next step
Write the routing rule before the next big inquiry.
The free plan drafts a routing rule from your recent high-value inquiries and shows where it would have changed the owner.
Get your free plan