lead-management

name	lead-management
description	Lead scoring, triage, and call list generation. Score leads by fit and intent, prioritize outreach, and generate today's call list with per-lead talking points. Triggers on: lead score, triage leads, call list, who should I call, prioritize prospects.

Lead Management

Overview

Score and prioritize inbound leads so you always call the right people first. This skill combines lead triage with call list generation: every lead gets a fit score, an intent score, a tier classification, and a tailored talking point — so you can pick up the phone with confidence.

Workflow

Step 1: Score Each Lead

For every lead, assign two scores:

Dimension	Scale	Criteria
Fit	0-5	Company size match, industry alignment, budget indicators, geographic relevance
Intent	0-5	Recent engagement signals (email opens, page visits, form fills), timing cues (contract renewal, hiring signals), referral source strength

Combined score = Fit + Intent (max 10).

Step 2: Classify Tiers

Tier	Combined Score	Action
Hot	8-10	Call today, same-day follow-up
Warm	5-7	Call this week, personalized email first
Nurture	3-4	Add to drip sequence, monthly check-in
Disqualified	0-2	Remove from active pipeline, archive

Step 3: Merge with Follow-up Queue

• Pull existing follow-up tasks from CRM (overdue callbacks, scheduled check-ins)
• Merge with newly scored leads — follow-ups take priority within the same tier
• Flag any leads that have gone cold (no engagement > 30 days)

Step 4: Rank by Priority

Sort the merged list by:

1. Tier (Hot > Warm > Nurture)
2. Within tier: combined score descending
3. Tie-break: recency of last engagement

Step 5: Generate Call List

Output a structured call list:

## Today's Call List — [Date]

### Hot Leads (call today)
| # | Name | Company | Score | Last Touch | Talking Point |
|---|------|---------|-------|------------|---------------|
| 1 | ... | ... | 9 | 2h ago | Referenced pricing page → address cost concern |
| 2 | ... | ... | 8 | 1d ago | Referred by [X] → lead with mutual connection |

### Warm Leads (call this week)
| # | Name | Company | Score | Last Touch | Talking Point |
|---|------|---------|-------|------------|---------------|
| ... |

### Follow-ups (overdue)
| # | Name | Company | Due Date | Talking Point |
|---|------|---------|----------|---------------|
| ... |

Data Requirements

• Lead list with contact info, company details, and engagement history
• CRM follow-up queue (if available)
• If data is incomplete, ask the user before proceeding — do not invent scores

Notes

• Talking points must be specific to the lead's behavior, not generic scripts
• Always include the "why" behind each tier assignment
• If no leads qualify as Hot, say so explicitly rather than inflating scores