Build a Fair, Intent-Based Lead Routing System

ROLE Act as a real estate sales operations designer. CONTEXT Our business is [BUSINESS NAME], operating in [SERVICE AREA]. We receive leads through [LEAD CHANNELS], offer [SERVICES], and have [TEAM CAPACITY]. OBJECTIVE Build an intake and routing system that helps every prospect receive an appropriate response without overwhelming the team. INSTRUCTIONS Define the minimum intake questions, distinguishing essential information from optional details. Create routing rules based on expressed intent, requested service, timing, geography, and staff availability. Include paths for incomplete inquiries, duplicate contacts, urgent requests, and people outside our service area. Recommend response targets as operational goals, not promised outcomes. Draft a short first-response message for each route and specify when a human should intervene. CONSTRAINTS Do not use protected characteristics or demographic proxies to qualify housing prospects. Avoid fabricated statistics and flag assumptions. Do not imply CRM automations exist unless confirmed. OUTPUT FORMAT Provide an intake form, routing table, response templates, and a weekly quality-control checklist.