> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Guides for go-to-market motions in Default

> Step-by-step guides for running go-to-market motions with Default workflows, routing, and scheduling: demo request routing, speed to lead, lead qualification, account-based routing, MQL to SQL handoff, product-qualified leads, event follow-up, closed-lost re-engagement, and handoffs between teams.

Each guide walks through 1 go-to-market motion from the moment a lead or record shows up to the
moment a rep has it: a booked meeting, an owner in your CRM, a Slack alert, or a sequence. The
guides combine pieces documented elsewhere, such as forms, enrichment, routing, scheduling, and
workflow nodes, and link to those pages for every setting.

<Note>
  Most guides build a workflow. In the sidebar, under **Automation**, select **Workflows** to
  start one. See [Workflows](/workflows) for how a workflow is built, tested, and published.
</Note>

## Inbound leads

<Columns cols={2}>
  <Card title="Demo request routing" icon="route" href="/guides/demo-request-routing">
    Qualify a demo request, route it to the right rep, and show that rep's calendar on the form.
  </Card>

  <Card title="Speed to lead" icon="bolt" href="/guides/speed-to-lead">
    Assign and alert a rep the moment a lead arrives, then step in if nobody works it.
  </Card>

  <Card title="Lead qualification" icon="filter" href="/lead-routing/qualification">
    Check work email, enrich, and test fit before a lead reaches sales.
  </Card>

  <Card title="Account-based routing" icon="building-user" href="/guides/account-based-routing">
    Send leads from accounts you already work to the account owner.
  </Card>

  <Card title="Leads who didn't book" icon="paper-plane" href="/scheduling/follow-up-unbooked-leads">
    Follow up when someone submits a form but leaves without booking.
  </Card>

  <Card title="Reminders and no-shows" icon="clock" href="/scheduling/reminders-and-no-shows">
    Send meeting reminders and follow up when a guest doesn't show.
  </Card>
</Columns>

## Handoffs between teams

<Columns cols={2}>
  <Card title="MQL to SQL handoff" icon="people-arrows" href="/guides/mql-to-sql-handoff">
    Route a marketing-qualified lead (MQL) to sales the moment it qualifies.
  </Card>

  <Card title="Handing off between reps" icon="arrow-right-arrow-left" href="/scheduling/rep-handoffs">
    Book the account executive's meeting, or reassign a meeting to another rep.
  </Card>

  <Card title="Sales to customer success handoff" icon="handshake" href="/guides/sales-to-customer-success-handoff">
    Assign a customer success manager and brief them when a deal closes won.
  </Card>
</Columns>

## Signals and outbound

<Columns cols={2}>
  <Card title="Product-qualified leads" icon="user-check" href="/guides/product-qualified-leads">
    Route users to sales when product usage shows buying intent.
  </Card>

  <Card title="Website visitor to outbound" icon="binoculars" href="/guides/website-visitor-to-outbound">
    Identify a website visitor, enrich them, assign a rep, and start a sequence.
  </Card>

  <Card title="Closed-lost re-engagement" icon="rotate" href="/guides/closed-lost-re-engagement">
    Bring closed-lost accounts back to their owner when they show interest again.
  </Card>

  <Card title="Event and trade show follow-up" icon="ticket" href="/guides/event-lead-follow-up">
    Enrich, route, and sequence the leads from an event list.
  </Card>

  <Card title="Routed leads to sequences" icon="paper-plane" href="/guides/routed-leads-to-sequences">
    Add a routed lead to a sequence with the assigned rep as the sender.
  </Card>
</Columns>

## Tools

<Columns cols={2}>
  <Card title="Marketo" icon="bullhorn" href="/guides/marketo">
    Capture Marketo forms, send Marketo leads to a workflow, and write results back.
  </Card>

  <Card title="Clay" icon="table" href="/guides/clay">
    Call a Default workflow from a Clay table, and send records from Default to Clay.
  </Card>
</Columns>

Moving from another tool? See the switching guides, starting with
[Switch from Chili Piper](/switching/chili-piper).


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