Lead routing / AN INTERACTIVE POSSIBILITY

The right lead. The right owner.

Classify the request, check territory and existing ownership, then recommend a team that can act. Clear rules handle normal leads; unclear requests and capacity issues take their own route before a person confirms the handover.

JotformAirtablen8nTeams

Make the usual team busy. Then try an existing lead or an unknown location and watch the routing switch choose a different path.

AIAgents interpretPeople decideConnected tools carry the work
Pause whenever you like. Click any step to explore.
WHAT WOULD YOU DO WITH THE TIME BACK?

Less chasing. More room for the work that matters.

LESS COPYING. LESS CHASING.

The work moves. You get time back.

The old process

    The connected process

      ILLUSTRATIVE ESTIMATE
      hours back / week
      Old
      New

      How this estimate works

      Weekly volume × (old handling minutes − new handling minutes) ÷ 60. New handling time includes human review. Waiting time, setup and ongoing maintenance are excluded. Change these assumptions to reflect your team; these are examples, not measured client results.

      THE BUSINESS QUESTION

      How do we get every lead to the right person?

      BEFORE

      The work gets held up.

      A lead arrives and gets forwarded between inboxes. The usual owner is busy, another person creates a duplicate record, and no one is certain who will make the first call.

      WITH A CONNECTED PROCESS

      The next step has context.

      One request produces a recommended owner, an explanation and a next action. Existing leads keep their owner. Busy teams trigger a backup recommendation. Missing details go to triage.

      01

      Understand the request

      A live AI step could classify the service from the enquiry. This simulation recognises cabling and audio-visual requests using sample keyword rules.

      02

      Choose an accountable route

      Check existing ownership first, then location and service, then capacity. A backup queue prevents an unavailable owner from becoming a dead end.

      03

      Carry the context forward

      The reviewer sees the request, recommended queue and reason together. The handover keeps that context so the next person does not start again.

      What would a live build need?

      A live build would need your territories, service categories, ownership rules, capacity data and response expectations. ACT, NSW and VIC team names are fictional examples, not a claim about Renzo’s staffing. Nothing is assigned or sent here.

      Explore this with Renzo Demartini

      Based in Canberra. Working with businesses across Australia and New Zealand.

      Meet Renzo and explore his experience ↗
      BEFORE YOU BUILD

      A few useful answers.

      Is this the same as answering an enquiry?

      No. The enquiry example prepares a customer response using service information. This example decides who should own the work and what happens when the normal route cannot take it.

      What if the team is busy?

      The sample recommends the matching backup queue. A real build would check how capacity is recorded, who covers each team and when a lead should escalate.

      What happens to duplicate leads?

      An existing lead keeps its recorded owner in this demo. The real matching rules would need to handle shared email addresses, existing customers and genuinely separate opportunities.

      Can the routing run without human approval?

      Some well-defined routes could be automatic in a live system. This demonstration pauses for review so you can inspect the decision before the handover is prepared.

      A PLAYGROUND FOR WHAT’S NEXTAI × AUTOMATION × YOUR BUSINESS

      Your business.
      Your possibility.

      Start with the thing that slows you down.
      Let’s see what it could become.

      OR TRY
      Return to this demonstration
      BUILT BY RENZO / ANONYMISED EXAMPLE

      Four platforms.
      One live reporting view.

      Reporting information lived across four separate platforms. Renzo connected the data through MCP and AI, bringing hundreds of data points together on one page.

      Explore the implementation ↗
      4source platforms
      100sof data points
      1reporting page

      Delivered reporting result described by Renzo. Explore the wider fleet of 52 documented workflows.

      CONNECTED REPORTING & WORKFLOW OVERHAULS

      Start with the work
      you want back.

      Connect the reporting and handovers your business depends on. Renzo personally scopes and builds the finished solution. Start with one workflow, or agree a broader overhaul across the systems that need to work together.

      Scope, price and delivery dates agreed before a build. No purchase commitment when you enquire.

      01 / DEFINE

      Make the problem measurable.

      Map the current task, systems, handovers and approval points. Agree a baseline and a success measure: handling time, re-entry, response time or exceptions.

      02 / BUILD & TEST

      Put one connected process to work.

      Renzo builds the agreed reporting or workflow solution, with connected sources and defined review points. Test normal cases, missing information and failures before final delivery.

      03 / DECIDE & HAND OVER

      Know what you’re keeping.

      Receive the finished solution and a full documentation set. Review the agreed outcomes, confirm the handover and choose ongoing monitoring through a separately scoped retainer if you need it.

      THE PERSON BEHIND WORKS BETTER

      I build around the work
      your team actually does.

      I’m Renzo, based in Canberra. I personally deliver the work, from understanding the business problem through to the finished solution. My own implementation connects four reporting platforms into one view, with hundreds of data points on a single page.

      I have worked with one client for 12 years. That relationship reflects how I approach the work: understand the business, deliver something useful and remain a partner as its needs change.

      Personally deliveredFull documentationMonitoring by retainer
      My background and experience ↗
      WORKING WITH RENZO

      A clear next step.
      No mystery after it.

      What exactly am I buying?

      A finished connected reporting or workflow solution, personally delivered by Renzo, with a full documentation set. An engagement can address one workflow or a broader overhaul across disconnected systems. The written scope defines the outcome, integrations, acceptance criteria, deliverables and exclusions before you commit.

      How much does an engagement cost, and how long does it take?

      The quote and delivery plan follow a review of your process and system access. Integration permissions, data quality and the approval steps affect both. You receive the proposed price, dates and any third-party costs before agreeing to the build; there is no universal price or timeline on this site.

      Who will actually build and deliver it?

      Renzo personally scopes, builds and delivers the finished solution. The delivery plan sets out milestones and acceptance criteria, so both sides know what needs to be working at handover. You work directly with the person doing the implementation.

      What is included in the documentation?

      A full documentation set forms part of the engagement. During scoping, we agree its contents around the systems, connections, workflow logic, operating instructions and handover your team needs. Access, recovery and ongoing responsibilities are recorded for the agreed solution.

      Who owns the accounts and the finished workflow?

      The proposed approach is to use business-owned accounts, with your team retaining control of access. Workflow files, documentation, handover rights and any platform-specific limits are set out in the quote. Third-party software and model licences remain subject to their own terms.

      What happens if the AI is wrong or a connection fails?

      The agreed design defines where the process must pause, who reviews exceptions, and how the team falls back to the existing process. Missing data, incorrect suggestions and connection failures belong in the test plan. Monitoring and recovery arrangements are agreed before any live rollout.

      Who supports it after launch?

      Renzo offers ongoing monitoring as required through a separately agreed retainer. It sets out what is monitored, how issues are raised, the available response arrangements and the cost. Changes and additional development are scoped explicitly. The finished solution and full documentation are part of delivery; a monitoring retainer is an optional ongoing service.

      Where does our business data go?

      During scoping, we identify the information each step needs, the providers that would receive it, access controls and retention. Hosting location and provider terms are confirmed for your build. The playground uses fictional data and sends nothing to an AI model. Only the details you deliberately submit through the enquiry form are saved.

      Is the fleet case study the same as these demos?

      No. The six playground examples use fictional data and simulated AI. The separate fleet case study is a redacted account of Renzo’s own internal implementation map. It identifies what was scheduled, on demand or pending in that snapshot; it does not claim measured savings or independent verification.

      What happens after I send an enquiry?

      The site saves your name, email and brief for Renzo to review and gives you a receipt reference. There is no payment or automatic project commitment. You can also use the email option. The confirmation means your enquiry was saved, not that a reply has already been sent.

      WORKS BETTER / EXPLORE THE SYSTEM
      CHANGE THE INPUT. FOLLOW A DIFFERENT PATH.

      Use fictional information. Inputs stay in this tab.

      LET’S MAKE IT USEFUL.

      Could this work for your business?

      Tell me what’s slowing the team down. We’ll explore the fit and agree scope and cost before a build.

      Submitting saves these details for Renzo to respond to your enquiry. Please leave out passwords, customer records and sensitive documents. How your enquiry is handled

      Prefer to email or copy your brief?

      hello@renzodemartini.com