Lead Triage
AnthropicOfficialPublished by Anthropic
- Skill
- Workflow
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
Lead Triage streamlines the sales process by analyzing inbound HubSpot leads to identify high-priority prospects. It evaluates leads across four dimensions—engagement, company fit, urgency, and recency—to produce a ranked call list. The skill provides actionable talking points for each lead, drafts personalized follow-up emails, and suggests optimal calendar slots for outreach. It operates with strict approval gates, ensuring the user retains full control over email sending and calendar scheduling. If HubSpot data is unavailable, the skill can process lead lists provided via CSV or text input.
What it does
- Fetches and filters inbound leads from HubSpot based on lifecycle stage.
- Scores leads using a multi-factor model including engagement, company fit, and urgency.
- Generates a ranked call list with talking points and activity summaries.
- Drafts personalized follow-up emails based on the owner's voice profile.
- Proposes available calendar slots for outreach calls.
- Renders a visual triage board as an artifact for easy review.
When to use it
- When you need to prioritize your daily sales outreach.
- When you are unsure which leads to contact first.
- When you want to quickly generate talking points and follow-up drafts for prospects.
- When you need to organize your pipeline into an actionable call list.
Advantages
- Reduces manual effort in analyzing CRM data.
- Provides objective ranking to help focus on the most promising leads.
- Maintains user control with explicit approval required for all actions.
- Adapts to both CRM-integrated and manual lead list workflows.
Usage examples
- “Prioritize my leads.”
- The agent pulls leads from HubSpot, scores them, and presents a ranked list with talking points and a visual artifact.
- “Who should I call first?”
- The agent identifies the highest-scoring leads based on engagement and urgency, providing a clear recommendation for your call list.
Install
Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/lead-triage/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip lead-triage.zip -d .agents/skills
Documentation by Anthropic
Lead Triage
Quick start
Pull inbound leads from HubSpot, score them, and surface a ranked call list with talking points. Drafts follow-ups and proposes calendar slots — never sends or books without owner approval.
User: "prioritize my leads"
→ Pull contacts: lifecycle stage Lead or MQL, status ≠ Unqualified
→ Score each across engagement, company fit, urgency, recency
→ Return ranked list (size adapts to volume) with talking points
→ Offer to draft follow-ups and propose calendar slotsWorkflow
Pull leads from HubSpot. Fetch contacts with
lifecyclestage=LeadorMQLandhs_lead_status≠Unqualified. Use the field list in reference/hubspot-scoring.md. If HubSpot is unavailable — not installed, not connected, or erroring — do not stop. Say so plainly and run the "No HubSpot?" path at the bottom of this file: ask for a CSV export or a rough pasted list, and score that instead.Empty portal check. If the pull returns zero contacts of any lifecycle stage, the portal is empty, not filtered wrong. Say so in one line, offer HubSpot's own setup (
manage_onboarding, actionSET_GOAL) or the "No HubSpot?" path, and do not diagnose lifecycle stages on a portal with nothing in it. The count is the test:get_user_detailsreturns anonboardedflag, but a portal can reportonboarded: falsewhile holding hundreds of contacts, so the flag alone never decides this.
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."
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). Read these from the company associated with the lead, not from the contact record — see the scoring reference. When leads have no associated company and a lead-data connector (Apollo or Clay) is connected, the enrichment leg in the scoring reference fills industry and size from the lead's email domain. It is metered — say how many rows it would enrich and what that costs in credits, and run it only on the owner's yes for this run. Nothing enriched is written back to the CRM from here.
Urgency — lead age, stage duration, notes containing "urgent / ASAP / deadline / budget approved". The keyword check requires actually fetching note bodies via the contact → notes association — follow the "Fetch note bodies" section of the scoring reference; the note count alone cannot fire it.
Recency penalty — subtract points if last activity was <24 hours ago (already touched today)
Then check whether the scores actually separated. If the highest and lowest composite differ by less than 10 points, the CRM has no signal to rank on. Do not present the order as a ranking — run the flat-score path in the scoring reference, say plainly that the signals are empty, and order by CRM facts instead. A false ranking sends the owner to call the wrong person.
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."
Offer follow-up drafts. Ask: "Draft follow-ups for any of these?" If yes, write one email per selected lead in the owner's voice per the shared voice profile. If that file has no profile yet, follow its "When there is no sample" instruction — ask for three emails the owner was happy with; if they decline, draft plain and neutral and say the drafts are un-voiced. Never invent a personality. Show drafts; do not send. If Mail is unavailable, hand the drafts over in chat as subject plus body for the owner to paste — that is a complete outcome.
Render the triage board as an artifact. After the short chat answer — never instead of it — build an HTML page using the house artifact style (
../../shared/artifact-style.md): a ranked table with each lead's composite score in mono, an urgency status pill per row (good / warn / critical), and a talking-points line under each lead. If the flat-score path fired, say so on the page and drop the pill colors to neutral.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. Never create calendar events without explicit owner approval. If Calendar is unavailable, ask the owner for two or three windows they can offer and use those instead of inventing times.
Approval gates
Never send an email. Draft only; owner sends from their inbox.
Never create calendar events until approved by the user.
Never change lifecycle stage or mark a lead Unqualified unless the owner explicitly asks.
Never include
CustomerorEvangelistlifecycle 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
reference/hubspot-scoring.md — HubSpot field names, scoring weights, ICP defaults
reference/gotchas.md — edge cases: stale data, zero leads, pipeline disambiguation, customer contamination
reference/examples/happy-path-triage.md — worked output for a 7-lead list with draft and slot proposal
Closing offer
End with one line on what the triage produced, then the most relevant next step with its trigger phrase — usually "call list" (/call-list) to add calendar blocks around the ranking. Up to two others when they fit: "write this outreach" (outreach-composer) or "update the CRM" (crm-autopilot). Never more than three, and never re-offer something the owner already declined this session.
No HubSpot?
Paste or upload the lead list — a CSV export or even a rough list works. Scoring and talking points run the same; the ranked call list comes back as chat plus a file instead of writing to the CRM.
Using a tool that isn't listed
The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
Files
- ATTRIBUTION.mdAdded by AutoGineer903 B
- LICENSELicence file added by AutoGineer11.3 KiB
- SKILL.md7.6 KiB
- reference/examples/happy-path-triage.md1.9 KiB
- reference/gotchas.md2.0 KiB
- reference/hubspot-scoring.md6.9 KiB
LICENSE
Apache License
Version 2.0, January 2004
http://www.apache.org/licenses/
TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION
1. Definitions.
"License" shall mean the terms and conditions for use, reproduction,
and distribution as defined by Sections 1 through 9 of this document.
"Licensor" shall mean the copyright owner or entity authorized by
the copyright owner that is granting the License.
"Legal Entity" shall mean the union of the acting entity and all
other entities that control, are controlled by, or are under common
control with that entity. For the purposes of this definition,
"control" means (i) the power, direct or indirect, to cause the
direction or management of such entity, whether by contract or
otherwise, or (ii) ownership of fifty percent (50%) or more of the
outstanding shares, or (iii) beneficial ownership of such entity.
"You" (or "Your") shall mean an individual or Legal Entity
exercising permissions granted by this License.
"Source" form shall mean the preferred form for making modifications,
including but not limited to software source code, documentation
source, and configuration files.
"Object" form shall mean any form resulting from mechanical
transformation or translation of a Source form, including but
not limited to compiled object code, generated documentation,
and conversions to other media types.
"Work" shall mean the work of authorship, whether in Source or
Object form, made available under the License, as indicated by a
copyright notice that is included in or attached to the work
(an example is provided in the Appendix below).
"Derivative Works" shall mean any work, whether in Source or Object
form, that is based on (or derived from) the Work and for which the
editorial revisions, annotations, elaborations, or other modifications
represent, as a whole, an original work of authorship. For the purposes
of this License, Derivative Works shall not include works that remain
separable from, or merely link (or bind by name) to the interfaces of,
the Work and Derivative Works thereof.
"Contribution" shall mean any work of authorship, including
the original version of the Work and any modifications or additions
to that Work or Derivative Works thereof, that is intentionally
submitted to Licensor for inclusion in the Work by the copyright owner
or by an individual or Legal Entity authorized to submit on behalf of
the copyright owner. For the purposes of this definition, "submitted"
means any form of electronic, verbal, or written communication sent
to the Licensor or its representatives, including but not limited to
communication on electronic mailing lists, source code control systems,
and issue tracking systems that are managed by, or on behalf of, the
Licensor for the purpose of discussing and improving the Work, but
excluding communication that is conspicuously marked or otherwise
designated in writing by the copyright owner as "Not a Contribution."
"Contributor" shall mean Licensor and any individual or Legal Entity
on behalf of whom a Contribution has been received by Licensor and
subsequently incorporated within the Work.
2. Grant of Copyright License. Subject to the terms and conditions of
this License, each Contributor hereby grants to You a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable
copyright license to reproduce, prepare Derivative Works of,
publicly display, publicly perform, sublicense, and distribute the
Work and such Derivative Works in Source or Object form.
3. Grant of Patent License. Subject to the terms and conditions of
this License, each Contributor hereby grants to You a perpetual,
worldwide, non-exclusive, no-charge, royalty-free, irrevocable
(except as stated in this section) patent license to make, have made,
use, offer to sell, sell, import, and otherwise transfer the Work,
where such license applies only to those patent claims licensable
by such Contributor that are necessarily infringed by their
Contribution(s) alone or by combination of their Contribution(s)
with the Work to which such Contribution(s) was submitted. If You
institute patent litigation against any entity (including a
cross-claim or counterclaim in a lawsuit) alleging that the Work
or a Contribution incorporated within the Work constitutes direct
or contributory patent infringement, then any patent licenses
granted to You under this License for that Work shall terminate
as of the date such litigation is filed.
4. Redistribution. You may reproduce and distribute copies of the
Work or Derivative Works thereof in any medium, with or without
modifications, and in Source or Object form, provided that You
meet the following conditions:
(a) You must give any other recipients of the Work or
Derivative Works a copy of this License; and
(b) You must cause any modified files to carry prominent notices
stating that You changed the files; and
(c) You must retain, in the Source form of any Derivative Works
that You distribute, all copyright, patent, trademark, and
attribution notices from the Source form of the Work,
excluding those notices that do not pertain to any part of
the Derivative Works; and
(d) If the Work includes a "NOTICE" text file as part of its
distribution, then any Derivative Works that You distribute must
include a readable copy of the attribution notices contained
within such NOTICE file, excluding those notices that do not
pertain to any part of the Derivative Works, in at least one
of the following places: within a NOTICE text file distributed
as part of the Derivative Works; within the Source form or
documentation, if provided along with the Derivative Works; or,
within a display generated by the Derivative Works, if and
wherever such third-party notices normally appear. The contents
of the NOTICE file are for informational purposes only and
do not modify the License. You may add Your own attribution
notices within Derivative Works that You distribute, alongside
or as an addendum to the NOTICE text from the Work, provided
that such additional attribution notices cannot be construed
as modifying the License.
You may add Your own copyright statement to Your modifications and
may provide additional or different license terms and conditions
for use, reproduction, or distribution of Your modifications, or
for any such Derivative Works as a whole, provided Your use,
reproduction, and distribution of the Work otherwise complies with
the conditions stated in this License.
5. Submission of Contributions. Unless You explicitly state otherwise,
any Contribution intentionally submitted for inclusion in the Work
by You to the Licensor shall be under the terms and conditions of
this License, without any additional terms or conditions.
Notwithstanding the above, nothing herein shall supersede or modify
the terms of any separate license agreement you may have executed
with Licensor regarding such Contributions.
6. Trademarks. This License does not grant permission to use the trade
names, trademarks, service marks, or product names of the Licensor,
except as required for reasonable and customary use in describing the
origin of the Work and reproducing the content of the NOTICE file.
7. Disclaimer of Warranty. Unless required by applicable law or
agreed to in writing, Licensor provides the Work (and each
Contributor provides its Contributions) on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
implied, including, without limitation, any warranties or conditions
of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A
PARTICULAR PURPOSE. You are solely responsible for determining the
appropriateness of using or redistributing the Work and assume any
risks associated with Your exercise of permissions under this License.
8. Limitation of Liability. In no event and under no legal theory,
whether in tort (including negligence), contract, or otherwise,
unless required by applicable law (such as deliberate and grossly
negligent acts) or agreed to in writing, shall any Contributor be
liable to You for damages, including any direct, indirect, special,
incidental, or consequential damages of any character arising as a
result of this License or out of the use or inability to use the
Work (including but not limited to damages for loss of goodwill,
work stoppage, computer failure or malfunction, or any and all
other commercial damages or losses), even if such Contributor
has been advised of the possibility of such damages.
9. Accepting Warranty or Additional Liability. While redistributing
the Work or Derivative Works thereof, You may choose to offer,
and charge a fee for, acceptance of support, warranty, indemnity,
or other liability obligations and/or rights consistent with this
License. However, in accepting such obligations, You may act only
on Your own behalf and on Your sole responsibility, not on behalf
of any other Contributor, and only if You agree to indemnify,
defend, and hold each Contributor harmless for any liability
incurred by, or claims asserted against, such Contributor by reason
of your accepting any such warranty or additional liability.
END OF TERMS AND CONDITIONS
APPENDIX: How to apply the Apache License to your work.
To apply the Apache License to your work, attach the following
boilerplate notice, with the fields enclosed by brackets "[]"
replaced with your own identifying information. (Don't include
the brackets!) The text should be enclosed in the appropriate
comment syntax for the file format. We also recommend that a
file or class name and description of purpose be included on the
same "printed page" as the copyright notice for easier
identification within third-party archives.
Copyright [yyyy] [name of copyright owner]
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
Syntax-file, code seperations,code vault integeted with css definition.
Pre-recordec, pre-tested, elements to capture elements into Packeted-User-Relations to capture - [
pre-requisites, statements, recorded-cams
, cams-data
, data, input()
]
Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Needs: Declares allowed tools
Security
No issues found by our static scan· No issues found
A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.
Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/knowledge-work-plugins · small-business/skills/lead-triage · commit e050c2e
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.
Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download lead-triage.zip