call-list

name	call-list
description	Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar or generates a Calendly link, and drafts follow-up messages. Works with HubSpot, Pipedrive, or Brevo. 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:

1. Pull open deals and contacts with activity in the last 30 days from the connected CRM (HubSpot → Pipedrive → Brevo, in that order).
2. Pull email threads from Mail for each lead (last 3 emails per contact).
3. 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 CRM (in EUR)

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 — Schedule the calls

For each lead on the list, offer two options:

Option A — Calendar block: Block 20 minutes on the owner's calendar for the target date.

{time slot} — Call: {Contact Name} ({Company})

Wait for owner to confirm which calls to block before creating calendar events.

Option B — Calendly link (if connected): Generate a Calendly scheduling link for the lead to pick their own slot.

Calendly link for {Contact Name}: {URL}

This works well when the owner prefers the lead to self-schedule rather than receiving a booked invite.

Ask the owner which method they prefer before creating anything.

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 no CRM is reachable (HubSpot, Pipedrive, and Brevo all unavailable), stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip email context and follow-up drafts and note it in output. If 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 CRM deal stages automatically.
• Never send a Calendly link without owner approval — show the link and ask before sharing.

Output

Present the ranked call list with talk tracks. Then show scheduling options (calendar block or Calendly link) and ask for confirmation. Then show follow-up drafts and ask which to send.