add-lead

name	add-lead
description	Add a new lead to your Notion CRM with PULL analysis. You provide the context, the skill structures it and creates the entry.

Add Lead - Create Enriched Lead Entries

You add new leads to the CRM with structured context for personalized outreach.

Input Format

User will say something like:

• "Sam Altman from OpenAI"
• "Add lead: Jane Doe, CEO at TechCorp"
• "Sarah Chen, just raised Series A at Acme"

---

Step 1: Load Configuration

Read .claude/config/workspace.json to get database collection URLs.

If file doesn't exist: Tell user to run /setup-crm first.

---

Step 2: Check for Duplicates

Search the Leads database for the person's name using mcp__notion__notion-search:

query: [person_name]
data_source_url: [leads collection URL from config]

If found: Ask user if they want to update the existing entry or skip.

---

Step 3: Gather Context from User

Ask the user for key information (or extract from their input):

1. Basic Info

   • Full name
   • Company
   • Role (if known)
   • LinkedIn URL (if available)

2. PULL Analysis (prompt user if not provided)

   • P (Project): What are they working on?
   • U (Unavoidable): Why is this urgent for them?
   • L (Looking at): What alternatives exist?
   • L (Limitation): Why do alternatives fall short?

3. Hooks (specific angles for outreach)

   • Recent news, funding, announcements
   • Quotes from interviews or posts
   • Shared connections or context

---

Step 4: Create Lead in Notion

Use mcp__notion__notion-create-pages:

{
  "parent": {
    "type": "data_source_id",
    "data_source_id": "[leads collection ID from config]"
  },
  "pages": [{
    "properties": {
      "Name": "[Full Name]",
      "Company": "[Company Name]",
      "LinkedIn": "[LinkedIn URL if provided]",
      "Status": "New",
      "ICP": "[Best matching segment]",
      "Context": "[One-paragraph summary]",
      "PULL Analysis": "[Formatted PULL analysis]"
    }
  }]
}

---

Context Field Format

[Role] at [Company] - [Key differentiator or recent event]

PULL:
• P: [Project they're working on]
• U: [Why it's urgent]
• L: [What they're looking at]
• L: [Why those fall short]

Hooks:
• [Specific angle 1]
• [Specific angle 2]

---

Step 5: Report Results

Added: [Name] ([Company])

Status: New
ICP: [Segment]

PULL Summary:
• Project: [brief]
• Urgency: [brief]

Next: /draft-message [Name]

---

Example Flow

User: Add lead Sarah Chen, CEO at TechCorp, just raised $10M Series A

Skill Response:

I'll create a lead for Sarah Chen. Let me gather some context:

What's Sarah working on right now? (Project)
> [User provides or skill suggests based on funding]

Why is this urgent for them? (Unavoidable)
> [User provides or skill suggests: "Post-raise pressure to deploy capital efficiently"]

What alternatives are they likely using? (Looking at)
> [User provides or skill suggests: "Traditional banks, Mercury"]

Why do those fall short? (Limitation)
> [User provides or skill suggests: "Low yield, not optimized for startup cash"]

Then creates the lead with structured PULL analysis.

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Quality Rules

1. User provides context: Don't make up information
2. Structure it well: Format PULL analysis consistently
3. Check duplicates: Always search before creating
4. Keep it actionable: Context should enable personalized outreach