| name | lead-triage |
| description | Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline. |
| metadata | {"upstream-id":"anthropics-knowledge-work","upstream-rev":"55447a28e6c785444197cecde5a401b44f830161","upstream-path":"small-business/skills/lead-triage","upstream-imported":"2026-06-20T00:00:00.000Z"} |
Lead Triage
Quick start
Pull inbound leads from HubSpot, score them, and surface a ranked call list with talking points. Drafts follow-ups and proposes calendar slots — never sends or books without owner approval.
User: "prioritize my leads"
→ Pull contacts: lifecycle stage Lead or MQL, status ≠ Unqualified
→ Score each across engagement, company fit, urgency, recency
→ Return ranked list (size adapts to volume) with talking points
→ Offer to draft follow-ups and propose calendar slots
Workflow
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Pull leads from HubSpot. Fetch contacts with lifecyclestage = Lead or MQL and hs_lead_status ≠ Unqualified. Use the field list in references/hubspot-scoring.md. If HubSpot is unavailable, stop: "HubSpot is disconnected — connect it and try again."
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Clarify if trigger is ambiguous. If the user said only "pipeline" without a qualifier, ask: "Quick pipeline overview (deal stages + total value) or prioritized call list?" — then route accordingly. Do not score leads on a bare "pipeline."
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Score each lead. Apply the four-dimension model in references/hubspot-scoring.md:
- Engagement — email replies, opens, site visits in HubSpot (last 30 days only)
- Company fit — industry and employee count vs. owner's ICP (default: any industry, 1–50 employees)
- Urgency — lead age, stage duration, notes containing "urgent / ASAP / deadline / budget approved"
- Recency penalty — subtract points if last activity was <24 hours ago (already touched today)
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Build the ranked list. Sort descending by composite score. Adapt list size to volume:
- ≤10 leads → show all
- 11–30 leads → show top 5
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30 leads → show top 8
For each lead: name, company, score, one-paragraph talking point, last activity summary. If engagement signals are all >30 days old, flag: "Engagement signals are stale — approach as cold outreach."
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Offer follow-up drafts. Ask: "Draft follow-ups for any of these?" If yes, write one email per selected lead, matching the tone of their last outbound thread in Mail. Show draft; do not send.
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Offer calendar slots. Ask: "Propose call slots for any of these?" If yes, check Calendar for open 30-minute windows in the next two business days (avoid slots with existing events ±15 min). Propose two options per lead. Do not create events — the owner books.
Approval gates
- Never send an email. Draft only; owner sends from their inbox.
- Never create calendar events. Propose times; owner books.
- Never change lifecycle stage or mark a lead Unqualified unless the owner explicitly asks.
- Never include
Customer or Evangelist lifecycle contacts in the lead list.
- If zero leads match the filter, explain why and offer to check what lifecycle stages are in use — do not fabricate a list.
Reference
