How to build per-location visitor intent enrichment for franchise lead routing

The 4-skill bundle on the visitor-intent-routing agent

One agent. Four coordinated skills. The Capture + Enrich + Route + Audit bundle runs above the visitor-enrichment + behavior-analytics + CDP + lead-routing substrate and writes one canonical per-visitor per-franchise lead- routing record.

Compliance overlay

Five anchors run per-visitor per-franchise before any lead routes downstream. The first anchor is operationally distinctive: per-franchise territorial-rights routing (FDD Item 12) + per-state attorney lead-purchase + ABA Model Rule 7.2 + 5.4 + per-state insurance/mortgage lead-broker + FCC TCPA prior-express-written-consent converge on every lead-routing decision.

FAQ

What is per-location visitor intent enrichment for franchise lead routing — and what is the per-franchise-territorial-rights-times-per-state-attorney-lead-purchase-times-per-state-insurance-mortgage-lead-times-TCPA-consent problem distinctive to this skill?

A multi-unit franchise system with 80-300 franchisees ships 10,000-500,000 per-month visitor sessions to the franchisor site and per-franchisee microsites that require intent enrichment + per-franchise territorial-rights lead-routing. Each franchisor ships its own FDD Item 12 territorial assignment + protected/non-protected territory + lead-allocation rules + per-franchisee territory boundary + first-call rights + 5-mile/10-mile radius. Each state ships its own attorney lead-purchase prohibition + insurance lead-broker license + mortgage lead-broker license + real estate lead rules + per-vertical lead-broker regulation. Each lead capture requires TCPA prior-express-written-consent + CAN-SPAM email consent + GLBA financial-customer + HIPAA health-customer + per-state biometric. The four-skill bundle on the visitor-intent-routing agent — Capture, Enrich, Route, Audit — sits above the visitor-enrichment + behavior-analytics + CDP + lead-routing substrate (Clearbit + ZoomInfo + Apollo + 6sense + Demandbase + Bombora + Leadfeeder + Albacross + FullStory + Hotjar + Heap + Mixpanel + Amplitude + Segment + RudderStack + Tealium + LeanData + Distribution Engine + Chili Piper + Calendly). The operationally distinctive anchor: per-franchise territorial-rights routing (FDD Item 12 territorial assignment + per-franchisor protected territory + per-franchisor non-protected territory + per-franchisor lead-allocation rules + per-franchisee territory boundary + per-franchisor home-rule lead-routing + per-franchisor first-call rights + per-franchisor 5-mile/10-mile radius rules) + per-state attorney lead-purchase rules (per-state bar attorney lead-purchase prohibition + per-state bar attorney lead-broker prohibition + ABA Model Rule 7.2 attorney lead-generation + ABA Model Rule 5.4 fee-sharing with non-lawyer + ABA Model Rule 7.3 solicitation + ABA Model Rule 1.18 prospective client + per-state attorney advertising 50-state bar matrix + Florida Bar 4-7 + California State Bar Rule 1-400 + NY RPC 7.1) + per-state insurance lead regulations (per-state insurance lead-broker license + per-state insurance lead-purchase rules + NAIC Producer Licensing Model Act) + per-state mortgage lead regulations (per-state mortgage lead-broker license + RESPA Section 8 + TRID + NMLS) + per-state real estate lead regulations + per-vertical lead-broker regulation + FCC TCPA 47 USC 227 SMS consent at lead capture + FCC TCPA prior-express-written-consent + FCC TCPA DNC + FCC TCPA recorded-message disclosure + FTC TSR Telemarketing Sales Rule.

Why do Clearbit + ZoomInfo + 6sense + LeanData + Distribution Engine + Chili Piper break at multi-unit-franchise-territorial-lead-routing scale?

Each B2B visitor-enrichment + lead-routing vendor ships per-account flat enrichment + flat lead-routing primitive. None coordinates per-visitor per-franchise territorial-rights routing against FDD Item 12 territorial assignment + per-franchisor protected/non-protected territory + per-franchisee territory boundary + first-call rights + 5-mile/10-mile radius. None handles per-state attorney lead-purchase prohibition + ABA Model Rule 7.2 attorney lead-generation + 5.4 fee-sharing + per-state insurance lead-broker license + per-state mortgage lead-broker license + RESPA Section 8 convergence. None gates against FCC TCPA prior-express-written-consent + FTC TSR + DNC + CAN-SPAM + GLBA + HIPAA + per-state biometric. None enforces GDPR Article 22 automated decision-making consent when AI-ML lead-routing drives lead-allocation. None writes a per-visitor per-franchise WORM lead-routing audit trail with regulatory-defense retention. The four-skill bundle Capture + Enrich + Route + Audit sits above the visitor-enrichment + behavior-analytics + CDP + lead-routing substrate — it does not replace it.

How does Capture + Enrich work?

Capture runs per-visitor per-page session capture across visitor-enrichment + behavior-analytics substrate (Clearbit + ZoomInfo + Apollo + Lusha + RocketReach + 6sense + Demandbase + Bombora + TechTarget Priority Engine + Leadfeeder + Albacross + Visitor Queue + Snitcher + Lead Forensics + Vainu + DealSignal + FullStory + Hotjar + LogRocket + Microsoft Clarity + Mouseflow + Smartlook + Heap + Mixpanel + Amplitude + Pendo + Datadog RUM). Per-visitor signal capture: page-history + session-replay + scroll-depth + time-on-page + form-field-completion + exit-intent + per-page CTA-interaction + per-page intent-keyword + per-visit device + per-visit geo (IP + browser-locale + GPS when consented). TCPA prior-express-written-consent capture at lead form + GDPR Article 6/7 consent capture. Enrich runs per-visitor enrichment: per-CDP identity-graph (Segment Personas + RudderStack + Tealium + Lytics + mParticle) + per-vendor B2B firmographic enrichment + per-vendor B2C demographic enrichment + AI-ML intent-classification (OpenAI + Anthropic LLM intent-classification with per-vendor LLM zero-retention). Per-visitor per-franchise territorial-rights resolution: FDD Item 12 territorial assignment + per-franchisor protected territory + per-franchisor non-protected territory + per-franchisee territory boundary lookup + per-franchisor 5-mile/10-mile radius computation.

What does Route + Audit do?

Route runs per-visitor per-franchise lead-routing decision against per-franchisor lead-allocation rules + first-call rights + home-rule routing + round-robin within territory + load-balancing within territory + per-franchisee opt-in/opt-out. Per-route per-lead-class severity: P0 territorial-rights violation immediate (per-FDD Item 12 + per-franchisor protected territory) + P1 per-state attorney lead-purchase violation 72-hour + P2 TCPA consent gap 7-day + P3 GLBA/HIPAA consent gap 30-day + P4 docs-only. Gate runs 5 anchors per-visitor per-franchise before any lead routes downstream. (1) Per-franchise territorial-rights routing + FDD Item 12 + per-state attorney lead-purchase + ABA Model Rule 7.2 + 5.4 + 7.3 + 1.18 + per-state attorney advertising + per-state insurance lead-broker + NAIC Producer Licensing + per-state mortgage lead-broker + RESPA Section 8 + TRID + NMLS + per-state real estate lead + per-vertical lead-broker + FCC TCPA 47 USC 227 prior-express-written-consent + FCC TCPA DNC + FCC TCPA recorded-message disclosure + FTC TSR Telemarketing Sales Rule. (2) FTC Endorsement Guides + FTC Fake Lead Rule + Section 5 + Pfizer 1972 + MARS + Health Products + CFPB UDAAP + Lanham + USPTO + state UDTPA + Robinson-Patman + FDD Item 12 + 15-state franchise + per-franchisor brand-standards manual. (3) GLBA when financial-services lead + HIPAA 45 CFR 164.502/504/514 Safe Harbor when health/wellness lead + FINRA Rule 2210 + Rule 3110 + SEC Regulation FD + FDA OPDP + DEA + CAN-SPAM email consent + per-state biometric (BIPA + CUBI + Washington biometric) + COPPA. (4) EU AI Act Article 50 transparency when AI-generated intent-classification + Article 13/14/15 + Annex III when AI-ML lead-routing drives lead-allocation + Article 6/27 FRIA + DSA + DMA + GDPR Article 6/7/22/28/30 (Article 22 automated decision-making consent) + LGPD + DPDP + PIPEDA + Quebec Law 25 + CCPA + CPRA + 18-state. (5) WCAG 2.2 AA + ARIA + EAA + ADA Title III + Section 508 + SOX 302/404/906 when public-company franchisor material + COSO + Exchange Act 13(b)(2) + SEC Reg S-K. Audit writes a per-visitor per-franchise WORM lead-routing record: visitor snapshot + enrichment + territorial-rights resolution + lead-routing decision + per-anchor gate-pass + TCPA consent log + AI-ML provenance + EU AI Act FRIA + GDPR Article 22 automated decision-making log. Retention: 7-year FTC + 7-year IRS + 7-year HIPAA + 7-year GLBA + 7-year state bar + 6-year SEC + 3-year FINRA + 7-year SOX + 5-year TCPA + GDPR Article 30 + EU AI Act Article 12 + SOC 2 CC7/CC8.

What does this skill connect to on the visitor-intent-routing agent and across the swarm?

On the visitor-intent-routing agent: per-franchise lead-routing distribution + per-franchise territorial-rights + per-franchisee lead-allocation + per-franchisor first-call rights. Across the swarm: per-location compliant social drafting (#598 same FDD Item 12 + per-state attorney advertising + per-franchisor brand-standards substrate) + idempotent deduplicated per-location-aware CRM record creation (#601 same per-vendor Idempotency-Key + per-CDP identity-graph substrate) + per-state-overlay-composer (#599 UPSTREAM canonical for per-state attorney lead-purchase + per-state insurance/mortgage lead-broker + TCPA per-state + GLBA per-state) + integration-drift-monitor agent (#562 + #569 + #570) + tiered pre-filter deterministic gates + per-vertical compliance overlay. Commercial-pillar parent: /franchise-lead-routing-orchestration.

What does the 6-workstream pre-engagement-baseline reporting cycle look like for this skill?

Every two weeks during the Tier 3 Fractional CMO with AI Swarm engagement, six workstreams report against the pre-engagement baseline. Workstream 1: per-portfolio per-visitor per-franchise lead-routing coverage — visitors monitored + franchises covered + territorial-rights resolved. Workstream 2: Capture per-visitor session-capture flow — page-history + session-replay + scroll-depth + time-on-page + form-field-completion + exit-intent + TCPA prior-express-written-consent capture. Workstream 3: Enrich per-visitor enrichment flow — per-CDP identity-graph + per-vendor B2B/B2C enrichment + AI-ML intent-classification + per-visitor per-franchise territorial-rights resolution. Workstream 4: Route per-visitor per-franchise lead-routing decision flow — per-franchisor lead-allocation rules + first-call rights + home-rule routing + per-franchisee opt-in/opt-out + per-anchor gate-pass. Workstream 5: Regulatory-defense audit coverage — per-franchise territorial-rights + FDD Item 12 + per-state attorney lead-purchase + ABA Model Rule + per-state insurance/mortgage lead + per-vertical lead-broker + TCPA + CAN-SPAM + GLBA + HIPAA + EU AI Act Article 50 + Article 22 + SOX. Workstream 6: FBC feedback-loop pattern-learning — per-visitor per-franchise realized-vs-predicted lead-routing + per-franchisor territorial-dispute retrospective + per-state attorney lead-purchase enforcement retrospective.

Related reading

• Parent commercial pillar: franchise lead routing orchestration
• Sibling build-pillar: per-location compliant social drafting (#598 same FDD Item 12 + per-state attorney advertising substrate)
• Sibling build-pillar: idempotent CRM record creation (#601 same per-vendor Idempotency-Key + per-CDP identity-graph substrate)
• Sibling build-pillar: per-state overlay configuration (#599 UPSTREAM canonical for per-state attorney lead- purchase + per-state insurance/mortgage + TCPA per- state)
• Fractional CMO with AI Swarm
• AI Readiness Assessment