PB-023
Speed-to-Lead Watchdog
Watches new leads and escalates the moment one sits unworked past your contact-speed threshold.
Before you run this
Escalation messages name specific leads. Keep the channel private and restricted to staff already inside your confidentiality perimeter.
The spec — copy this
Set up a new bot for me that watches new leads in real time. Walk me through connecting my case management system and Slack, then configure it: every time a new lead lands, start a clock, and if nobody has logged a call or text attempt within my threshold, escalate it by name to the intake manager with the lead's source, tort or case type, and how long it has been sitting. Track first-touch time by intake specialist and by lead source, and send me a weekly summary showing median and 90th-percentile speed-to-lead broken out both ways. Ask me what my contact-speed threshold is, who to escalate to during business hours versus nights and weekends, which lead sources are excluded, and what counts as a real contact attempt. Run it in observe-only mode for three days so I can compare its numbers to what my team reports, then save it.
Paste into an assistant that can connect to your systems.
- Category
- Intake & Lead Response
- Connects to
- Contributed by
- Jacob Malherbe Mass Tort Ad Agency↗
- Approval gate
- A named human approves before anything sends, files, or publishes.
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