| name | lead-manager-coach |
| description | Pull lead-management follow-up and qualification calls from your SmrtPhone account, transcribe with real tonality notes, and grade them against the DataSift lead manager rubric - qualifying questions (condition, timeline, motivation, price), 4 pillars, roadblocks, objection handling, next-action discipline. Produces per-call coaching reports, scorecards, and an Excel workbook. Use when asked to review lead manager calls, follow-up call quality, or qualification call coaching. |
| version | 2.0.0 |
Lead Manager Coach
Grades lead-management calls (follow-ups, qualification, nurture touches,
revivals) against the DataSift Lead Manager playbook. Same pipeline as the
cold-call-coach skill; this skill applies the lead-management rubric to calls
the triage step classified as lead_management.
Requirements, setup, and costs
Identical to the cold-call-coach skill (same scripts, same session, same .env):
python scripts/smrtphone_login.py once, OPENROUTER_API_KEY in .env,
optional roster.json. Transcription costs about $0.002 per audio minute.
Pipeline
python scripts/pull_calls.py --min-seconds 60 --days 7
python scripts/transcribe.py
Then take the lead_management group with worth_grading: true from
output/call_coaching/review_queue.json. Transcripts live at
output/call_coaching/transcripts/{call_id}.md and include a DELIVERY SUMMARY
with real audio observations plus a label check line.
Grading procedure
- Read
references/rubric.md fully (gate, short-call rule, auto-fails, 5
categories weighted 10/30/20/20/20, anchors, templates, the required SCORES
JSON footer).
- Read the whole transcript once; verify AGENT/SELLER labels by content; route
full vs short (short = a decline inside ~30 seconds; doubt resolves to full).
- Score criterion by criterion against the 0/3/5 anchors (quote required),
write one report per call to
output/call_coaching/reports/lead_management/{call_id}_{caller}.md with
the CRITERION SCORES table and SCORES JSON footer, then a per-caller
scorecard.
- Export:
python scripts/export_excel.py --dir output/call_coaching/reports/lead_management
Grading quality protocol (mandatory verify pass)
Same as cold-call-coach: verbatim quotes only, evidence per criterion, N/A
discipline with listed redistribution, math that foots exactly with a matching
JSON footer, call-audible content only, and full vs short calls never ranked
in one column.
Failure modes
Session expired: re-run python scripts/smrtphone_login.py. Key error: set
OPENROUTER_API_KEY in .env. A call misclassified between cold_call and
lead_management: trust your read of the transcript, note the reroute.
Related
First-touch dials: cold-call-coach. Offer/negotiation calls: closer-coach.
This skill grades call QUALITY only; CRM hygiene is never part of the score.
