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lead-triage

✓ Official★ 22,378

by anthropics · part of anthropics/knowledge-work-plugins

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.

🧩 One of 7 skills in the anthropics/knowledge-work-plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

Lead Triage

Workflow

  1. Pull leads from HubSpot. Fetch contacts with lifecyclestage = Lead or MQL and hs_lead_status ≠ Unqualified. Use the field list in reference/hubspot-scoring.md. If HubSpot is unavailable, stop: "HubSpot is disconnected — connect it and try again."

  2. 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."

  3. Score each lead. Apply the four-dimension model in reference/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)

  4. Build the ranked list. Sort descending by composite score. Adapt list size to volume:

    • ≤10 leads → show all
    • 11–30 leads → show top 5

    • 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."

  5. 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.

  6. 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