| name | small-business-call-list |
| description | Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments. |
| allowed-tools | Read, WebFetch, Bash |
Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.
Parse arguments:
--n (default: 5) — number of leads to surface (1–10)--date (default: today) — date to build the call list for (YYYY-MM-DD)
Step 1 — Pipeline scan
Using the lead-triage skill workflow:
- Pull open HubSpot deals and contacts with activity in the last 30 days.
- Pull email threads from Mail for each lead (last 3 emails per contact).
- Score each lead on:
- Recency: days since last owner touchpoint (lower = better)
- Stage: how close to close (later stage = higher priority)
- Signal: any recent inbound activity (email open, reply, calendar hold, web visit)
- Value: deal size from HubSpot
Step 2 — Rank and select top N
Rank all scored leads and select the top --n. For ties, prefer leads with unanswered inbound signals.
For each selected lead, produce a call card:
{Rank}. {Contact Name} — {Company}
Deal: ${amount} | Stage: {stage} | Last contact: {X days ago}
Signal: {most recent activity}
TALKING POINTS
• {point from email/deal context}
• {point from email/deal context}
• {open question to ask}
GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}
Step 3 — Calendar block
For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.
Show the proposed calendar entries:
{time slot} — Call: {Contact Name} ({Company})
Wait for owner to confirm which calls to block before creating calendar events.
Step 4 — Draft follow-ups
For any lead that has an unanswered email older than 3 days, draft a brief follow-up:
Subject: Re: {thread subject}
Hi {first name},
{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.
{Sign-off}
Connector failures
If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip Steps 3-4 (email context and follow-ups) and note "Mail not connected — email context and follow-up drafts skipped" in output. If Google Calendar is unreachable, skip calendar blocking and note it.
Approval gates
- Never send emails automatically. Present drafts for owner approval only.
- Never create calendar blocks without owner confirmation — show the proposed list first.
- Never update HubSpot deal stages automatically.
Output
Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send.
