lead-triage

--- name: lead-triage version: 0.1.1 description: > 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. --- # 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 slots ``` ## 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](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](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 - [reference/hubspot-scoring.md](reference/hubspot-scoring.md) — HubSpot field names, scoring weights, ICP defaults - [reference/gotchas.md](reference/gotchas.md) — edge cases: stale data, zero leads, pipeline disambiguation, customer contamination - [reference/examples/happy-path-triage.md](reference/examples/happy-path-triage.md) — worked output for a 7-lead list with draft and slot proposal