sales-router

name	sales-router
description	Use for NoblePort lead management and sales-pipeline work — routing and qualifying new leads, advancing them through the stages (New Lead → Qualified → Inspection → Estimate → Closed Won → Nurture), building follow-up plans, and analyzing conversion. Use when a lead arrives or a pipeline stage needs a next action.

Sales Router Skill

Purpose

Move demand through the pipeline with the right priority and a concrete next action at every stage.

When to use

• A new lead arrives and needs routing/qualification.
• A lead needs to advance a stage or get a follow-up plan.
• Pipeline conversion needs analysis (where leads stall, win rates).

When NOT to use

• Pricing the work → 01-estimator.
• Long-term customer care after close → 08-trust-pipeline.

Pipeline stages

New Lead → Qualified → Inspection → Estimate → Closed Won → Nurture.

Workflow

1. Route intake by value, source, and address (high-value fast-track; referral priority; address → proactive permit pre-check).
2. Qualify against trust-fit; capture missing qualifying info as a gap.
3. Advance: set the next stage and the single next action + due date.
4. Build follow-up plans for stalled or nurture-stage leads.
5. Analyze conversion: stage-to-stage rates and where leads leak.

Outputs

• Follow-up plans · conversion analysis · stage routing decisions

System integration

• StephanieAgent.route_intake (backend/agents/stephanie.py); events lead_created, lead_updated.
• Models/APIs: backend/models/lead.py (LeadStatus), /api/leads.
• Address-bearing leads dispatch a permit pre-check to 02-permitstream; won deals create jobs for 03-project-manager.

Guardrails

• Qualification routes leads; it does not make commitments or quote prices.
• Don't fabricate lead attributes (value, source) — missing fields are gaps to collect, which determine routing.

Success criteria

• Every lead has a current stage and exactly one next action with an owner/date.
• High-value and referral leads are fast-tracked, not queued.
• Conversion analysis points to a specific, fixable leak.