The controls a RevOps team owns.
Qualification, routing, approval thresholds, enrichment policy. Co-authored with you in week one. Yours to own from there.
Qualification policy
What counts as qualified, wrong-fit, support, vendor, or human review. Yours to own, tuned from real inbound.
Routing policy
Applies your routing policy and alerts the right Slack channel for each lead. Per-rep round-robin, territory ownership, and account-owner routing are tuned to your sales motion.
Human approval
Hold uncertain or high-value leads for manual review instead of letting LUPO commit to risky decisions.
Audit trail
Every call, form, and chat gets a summary, message log, decision, and the next action LUPO took.
Escalation
When LUPO is unsure, it asks a clarifying question, escalates to a named rep, or holds for approval. It never forces a booking.
Enrichment policy
What's enriched on every inbound (firmographics, technographics, decision-maker title) and which buying-intent signals carry weight (funding, M&A, hiring). Tuned to your category.
Three lines from a sample qualification policy. Co-authored with your team, then yours to edit. Illustrative.
Talk through your policy.
30-minute call to scope your qualification rules, routing, and approval thresholds.