Use this skill to keep a persistent operating view of high-intent leads, especially hand-raisers and enterprise or large-enterprise MQLs.
Workflow
- Load the current lead tracker and live CRM state.
- Identify leads with no meeting, stale follow-up, unclear ownership, or high-value routing concerns.
- Recommend next actions without acting autonomously.
- Generate a reviewable dashboard or digest.
- Update persistent state only after QA.
Zapier MCP And SDK Role
- Use Zapier MCP to read live CRM records, tracker state, meeting status, and collaboration context.
- Use Zapier SDK for scheduled daily cockpit generation, state tracking, digest creation, and approval-routed updates.
- Keep source-of-truth writes and broad posts human-approved.
Guardrails
- Recommendation-only by default.
- Do not auto-send rep messages.
- Keep the source-of-truth tracker private.