Route inbound demo requests by company size (employee count)

Outcome. A demo request lands with the rep who actually handles that size of account (SMB, mid-market, or enterprise) instead of a generalist who then has to hand it off.

Workflow map Enrollment, branches and actions at a glance lead-routing-007

flowchart TD
    A[Demo request form submitted] --> B{Company employee count?}
    B -->|under 50| C[Rotate to SMB pool]
    B -->|50 to 499| D[Rotate to mid-market pool]
    B -->|500+| E[Rotate to enterprise pool]
    B -->|unknown| F[Rotate to default pool + notify sales ops]
    C --> G[Set routed date, notify owner]
    D --> G
    E --> G
    F --> G
    G --> H[Delay 2 business hours]
    H --> I{Meeting booked?}
    I -->|Yes| J[End, no action]
    I -->|No| K[Notify owner's manager]

When to use it, when not to

• UseUse it when the sales org is segmented by company size rather than territory or product, and reps have different playbooks per segment.
• UseUse it right after (or instead of) lead-routing-002 for demo-request forms specifically, since a generic new-lead workflow does not know which segment a lead belongs to.
• SkipDo not use it if the associated company record has no employee count populated for most leads. Add an enrichment step first, or fall back to a self-reported "Company size" form field, see Variants.
• SkipDo not use it for existing customers requesting an expansion demo; route those to their current owner instead, see lead-routing-019.