Real client scenarioTotoong client scenario
The Territory Routing RequestAng Request na Territory Routing
This is the kind of message clients actually send. Nobody tells you what to build — working that out is the skill. Plan your answer first, then compare it with a suggested solution.
Ganitong klase ng message ang talagang pinapadala ng clients. Walang magsasabi sa'yo kung ano ang ibu-build — ang pag-alam niyan ang skill. Iplano muna ang sagot mo, tapos ikumpara sa suggested solution.
The client's message
"We get leads from three service areas — North, Central, South. Each one has a different rep. Right now I'm forwarding emails manually and it's a mess. Can you make it automatic? Also I want to know when a big one comes in."
Ang message ng client
"Galing sa tatlong service area ang leads namin — North, Central, South. May kanya-kanyang rep ang bawat isa. Ngayon, mano-mano kong fino-forward ang mga email at ang gulo. Kaya mo bang gawing automatic? Gusto ko ring malaman kapag may malaking lead na pumasok."
Before you build, work out…Bago ka mag-build, alamin muna…
- How is the lead's territory captured? Is it a field on the form already?
- Which trigger starts this?
- How do you send each lead to the right rep?
- What happens to a lead that doesn't match any territory?
- What does "a big one" mean? Can you build that yet?
- How would you test every path?
- Paano nakukuha ang territory ng lead? Field na ba ito sa form?
- Aling trigger ang nagsisimula nito?
- Paano mo ipapadala ang bawat lead sa tamang rep?
- Ano ang mangyayari sa lead na walang tugmang territory?
- Ano ang ibig sabihin ng "malaking lead"? Kaya mo na ba itong i-build?
- Paano mo ite-test ang bawat daan?
Your planAng plano mo
Write it here or on paper. Notes typed here stay in this browser only.Isulat dito o sa papel. Sa browser na 'to lang naka-save ang notes na tina-type mo dito.
Have you written your plan? The solution is much more useful after you've tried. There's no right answer you have to match.
Naisulat mo na ba ang plano mo? Mas kapaki-pakinabang ang solution pagkatapos mong sumubok. Walang iisang tamang sagot na kailangan mong gayahin.
Suggested solution
Awaiting hands-on verification. The concepts here are sound, but the click-by-click steps have not yet been re-walked in a live GoHighLevel sub-account. GoHighLevel changes often, so a menu name or screen may differ from what you see. Flagged rather than presented as verified.
What this scenario is really teachingAno talaga ang tinuturo ng scenario na 'to
The brief is incomplete. "A big one" is undefined, and you must notice that and ask, not guess. Asking the right clarifying question is the skill. Kulang ang brief. Hindi nilinaw ang "malaking lead", at dapat mo itong mapansin at itanong, hindi hulaan. Ang pagtatanong ng tamang clarifying question ang skill.
Clarifying questions worth askingMga clarifying question na sulit itanong
- How does a lead tell us their service area today — is it on the form, or do you work it out from their address?
- What counts as a "big one" — a job value, a type of service, or a type of customer?
- Who should get leads that don't fit any territory, or when a rep is on leave?
- Paano sinasabi ng lead ang service area nila ngayon — nasa form ba, o hinuhulaan n'yo mula sa address nila?
- Ano ang ibig sabihin ng "malaking lead" — halaga ng trabaho, klase ng serbisyo, o klase ng customer?
- Sino ang dapat makatanggap ng leads na walang tugmang territory, o kapag naka-leave ang isang rep?
First, three questions I’d send back to this client
Before building anything:
- “How does a lead tell us their service area today?” If it’s not on the form, the first job is adding a Service area dropdown (North / Central / South). Guessing from a free-text address is fragile and will misroute leads.
- “What counts as a ‘big one’?” A job value? Commercial vs residential? Without an answer, you can’t build it — and if you guess, you’ll guess wrong.
- “Who gets leads that don’t match a territory, or when a rep is away?”
The build (assuming the answers come back)
Data: a Service area dropdown on the inquiry form, and — if “big” turns out to mean job size — a Job size or Estimated value field the form also asks for.
Workflow: “Inquiry → route by territory”
- Trigger: Form submitted, filtered to the inquiry form.
- Create opportunity in the first stage of the sales pipeline.
- If/Else on Service area:
- North → assign the contact/opportunity to the North rep + internal notification to them
- Central → same, Central rep
- South → same, South rep
- None of the above → notify the owner: “Lead without a territory — please assign.”
- If/Else on “big” (whatever the client defined) → notify the owner too.
Test plan
| Case | Expected |
|---|---|
| North lead | North rep notified + assigned; opportunity created |
| Central lead | Central rep notified + assigned |
| South lead | South rep notified + assigned |
| No territory | Owner notified to assign manually |
| Big lead (by the agreed definition) | Owner also notified |
What I’d tell the client
“Every lead will now go straight to the right rep, with a deal on the board. Anything without a territory comes to you so nothing gets lost. For the ‘big ones’ alert, I need you to tell me what big means for you — job value, type of customer, or something else — and I’ll add it in.”
Una, tatlong tanong na ibabalik ko sa client na ‘to
Bago mag-build ng kahit ano:
- “Paano sinasabi ng lead ang service area nila ngayon?” Kung wala sa form, ang unang trabaho ay magdagdag ng Service area dropdown (North / Central / South). Marupok ang panghuhula mula sa free-text address at mali-mali ang mapupuntahan ng leads.
- “Ano ang ibig sabihin ng ‘malaking lead’?” Halaga ng trabaho? Commercial o residential? Kapag walang sagot, hindi mo ito mabu-build — at kung manghuhula ka, mali ang mahuhulaan mo.
- “Sino ang makakatanggap ng leads na walang tugmang territory, o kapag wala ang isang rep?”
Ang build (kung masagot na ang mga tanong)
Data: isang Service area dropdown sa inquiry form, at — kung laki ng trabaho pala ang ibig sabihin ng “malaki” — isang Job size o Estimated value field na tinatanong din ng form.
Workflow: “Inquiry → route by territory”
- Trigger: Form submitted, naka-filter sa inquiry form.
- Create opportunity sa unang stage ng sales pipeline.
- If/Else sa Service area:
- North → i-assign ang contact/opportunity sa North rep + internal notification sa kanila
- Central → pareho, Central rep
- South → pareho, South rep
- None of the above → i-notify ang owner: “Lead na walang territory — pakiassign.”
- If/Else sa “malaki” (kung ano man ang depinisyon ng client) → i-notify din ang owner.
Test plan ng build
| Case | Inaasahan |
|---|---|
| North lead | Na-notify at na-assign ang North rep; may opportunity |
| Central lead | Na-notify at na-assign ang Central rep |
| South lead | Na-notify at na-assign ang South rep |
| Walang territory | Na-notify ang owner para mano-manong mag-assign |
| Malaking lead (ayon sa napagkasunduang depinisyon) | Na-notify din ang owner |
Ano ang sasabihin ko sa client
“Diretso na sa tamang rep ang bawat lead, may deal pa sa board. Ang walang territory, sa’yo mapupunta para walang mawala. Para sa alert sa ‘malalaking lead’, kailangan mong sabihin sa akin kung ano ang ‘malaki’ para sa inyo — halaga ng trabaho, klase ng customer, o iba pa — at idadagdag ko.”