← ClaudeAtlas

small-business-call-listlisted

Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 70
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