small-business-call-listlisted
Install: claude install-skill simongonzalezdc/codex-small-business-skills
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 HubSpot deals and contacts with activity in the last 30 days.
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 HubSpot
## 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 — Calendar block
For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.
Show the proposed calendar entries:
```
{time slot