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lead-triage

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Updated 10-15 19:47

About this skill

Lead Triage

Leads go cold while you decide who to call first. This skill ranks incoming leads by engagement, ICP fit, and urgency, and produces a short "call these today" list with talking points — so you dial the one who's ready to buy first, not the one who just happens to be on top.

Quick Start

Pull incoming leads from ~~crm, score them, and output a ranked call list with talking points. It drafts follow-ups and suggests calendar slots — it never sends or books without the owner's confirmation.

Собственник: "разбери лиды"
→ Подтяни контакты: стадия «Лид» или «Квалифицированный лид», статус ≠ «Не квалифицирован»
→ Оцени каждый по вовлечённости, соответствию ICP, срочности, свежести
→ Верни отранжированный список (размер адаптируется под объём) с тезисами
→ Предложи набросать follow-up и слоты в календаре

Workflow

  1. Pull leads from the CRM. Take contacts with the funnel stage "Lead" or "Qualified Lead" and a status ≠ "Unqualified". Use the field list from reference/hubspot-scoring.md — CRM field mapping (Bitrix24/amoCRM). If ~~crm is unavailable, stop: "CRM is not connected — connect it or export leads to CSV and try again."

  2. Clarify if the trigger is ambiguous. If the owner said only "funnel" without clarification, ask: "Quick funnel overview (deal stages + total amount in ₽) or a prioritized call list?" — and act on the choice. Do not score leads on a bare "funnel".

  3. Score each lead. Apply the four-dimensional model from reference/hubspot-scoring.md:

    • Engagement — email replies, opens, website visits in the CRM (last 30 days only)
    • ICP Fit — industry and company size vs the owner's ideal customer profile (default: any industry, 1–50 employees)
    • Urgency — lead age, time in stage, notes containing "urgent / on fire / deadline / budget approved"
    • Freshness Penalty — subtract points if the last activity was <24 hours ago (already touched today)

  4. Build a ranked list. Sort by descending total score. Adapt the size to the volume:

    • ≤10 leads → show all
    • 11–30 leads → show top 5

    • 30 leads → show top 8

    For each lead: name, company, score, a one-paragraph rationale, a brief description of the last activity. If all engagement signals are older than 30 days, mark: "Engagement signals are stale — approach as a cold contact."

  5. Suggest follow-up drafts. Ask: "Draft a follow-up for any of them?" If yes, write one email per selected lead, matching the tone of the last outgoing correspondence in ~~почта. Show the draft; do not send.

  6. Suggest calendar slots. Ask: "Suggest call slots for any of them?" If yes, check ~~календарь (for example, Yandex Calendar) for free 30-minute windows in the next two business days (avoid slots with events ±15 min). Suggest two options per lead. Do not create events — the owner books themselves.

Approval gates

  • Never send an email. Draft only; the owner sends from their own mailbox.
  • Never create calendar events. Suggest times; the owner books.
  • Never change the pipeline stage or mark a lead as "Disqualified", unless the owner explicitly asked.
  • Never include contacts with the stage "Customer" or "Repeat customer" in the lead list.
  • If no lead matches the filter, explain why and suggest checking which pipeline stages are used — do not invent a list.

Reference