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02 / Example

Routing clarity

A handoff with too many owners was reduced to something teams could actually manage.

Context

OEM and dealer lead handoff redesign

Routing audit and remediation

Business read

Clarified OEM-to-dealer lead routing where source ownership had blurred.

Disclosure

The account stays private. The lesson does not.

Challenge

The problem.

Leads were entering the system with too many competing claims on ownership. On paper, the workflow looked complete. In practice, it slowed response and created uneven follow-up.

Intervention

The intervention.

01

Mapped the path from source to dealer receipt, including duplicates and reassignment states.

02

Clarified ownership rules between OEM intake and dealer delivery.

03

Simplified routing conditions until the handoff could be measured cleanly.

Outcomes

The implication.

01

Dealer receipt quality became easier to audit.

02

Slow points and rerouting friction became easier to see.

03

The team had a cleaner base for future tuning.

Note

The account stays private. The lesson does not.

The names stay private. The operating pattern is the part worth sharing.