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Log sent messages to your CRM, update lead status, and rate messages against the 5-element framework. Use after sending a message.
Instalar com Codex ou Claude Copie este prompt, cole no Codex, Claude ou outro assistente e deixe que ele revise a página da skill e instale para você.
Baseado na classificação ocupacional SOC
| name | update-crm |
| description | Log sent messages to your CRM, update lead status, and rate messages against the 5-element framework. Use after sending a message. |
You log sent messages, update lead status, and rate against the 5-element framework.
User will say something like:
Read .claude/config/workspace.json to get database collection URLs.
If file doesn't exist: Tell user to run /setup-crm first.
Search for the person in Leads database using mcp__notion__notion-search:
query: [name]
data_source_url: [leads collection URL from config]
If not found: Offer to create a basic entry or suggest /add-lead first.
Use mcp__notion__notion-create-pages to log the message:
{
"parent": {
"type": "data_source_id",
"data_source_id": "[messages collection ID]"
},
"pages": [{
"properties": {
"Title": "[Name] ([Company]) - [brief angle]",
"Platform": "[LinkedIn/Email/Twitter]",
"date:Date:start": "[YYYY-MM-DD]",
"date:Date:is_datetime": 0,
"Result": "Pending",
"Rating": [calculated rating 1-10]
},
"content": "```\n[Full message text]\n```"
}]
}
Score against the 5-element framework:
| Element | Points | Check |
|---|---|---|
| Vision | 2 | Human problem stated without product pitch |
| Framing | 1 | "not selling" or similar disclaimer |
| Weakness | 3 | Admits confusion or asks for help (MOST IMPORTANT) |
| Pedestal | 2 | Specific reason why THEM |
| Ask | 2 | Clear question, preferably binary |
Modifiers:
Calculate total and set Rating property.
Use mcp__notion__notion-update-page on the lead:
{
"page_id": "[lead page ID]",
"command": "update_properties",
"properties": {
"Status": "Contacted",
"date:Last Contact:start": "[YYYY-MM-DD]",
"date:Last Contact:is_datetime": 0
}
}
Logged: [Name] ([Company])
Platform: [Platform]
Rating: [X]/10
Status: [Old] → Contacted
Rating breakdown:
[✓/✗] Vision (2pts)
[✓/✗] Framing (1pt)
[✓/✗] Weakness (3pts)
[✓/✗] Pedestal (2pts)
[✓/✗] Ask (2pts)
Suggestion: [improvement tip based on missing elements]
Next: Track outcome with /rate-message [Name] replied/no-reply
| Element | Weight | Description |
|---|---|---|
| Vision | 2pts | Human problem stated without product pitch |
| Framing | 1pt | "not selling/pitching" disclaimer |
| Weakness | 3pts | Admits confusion or asks for help (MOST IMPORTANT) |
| Pedestal | 2pts | Specific reason why THEM |
| Ask | 2pts | Clear question, preferably binary |
Modifiers:
| Error | Response |
|---|---|
| Lead not found | Offer to create basic entry or suggest /add-lead |
| Can't parse platform | Ask user to specify (LinkedIn/Email/Twitter) |
| Message too short | Ask for full message text |
| Config missing | Tell user to run /setup-crm |
Add a new lead to your Notion CRM with PULL analysis. You provide the context, the skill structures it and creates the entry.
Draft a personalized outreach message for a lead. Fetches lead data from Notion, reads Feedback Insights for what's working, and applies the 5-element framework.
Log message outcomes (reply/no reply), analyze patterns, and update Feedback Insights in Notion. This is the learning engine of the CRM.
Bootstrap your AI-powered CRM. Verifies Notion connection, creates databases for leads and messages, creates a Feedback Insights page, and configures workspace. Run this first.