Build a lead routing QA agent for forms, enrichment, and handoffs

Create a routing rules matrix before testing anything. Work in google sheets, hubspot, and leandata and capture the concrete operating details: campaign name, audience, channel, offer, message angle, asset URL, performance baseline, owner, and approval status. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the handoff is tied to the right account or record and the owner knows the next action; the expected handoff is A routing rules matrix that defines expected behavior for key lead scenarios.

Use Claude to create test scenarios that represent your most important and riskiest routing paths. Work in claude and google sheets and capture the concrete operating details: campaign name, audience, channel, offer, message angle, asset URL, performance baseline, owner, and approval status. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is A test lead matrix with expected route, test fields, and scenario purpose.