Agent skill · marketing growth · anthropics
lead-triage
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.
Why this skill is useful
Adds a specific scoring model and workflow for prioritizing HubSpot leads that the AI wouldn't reliably generate on its own.
What it needs
Requires hubspot account access. About 2k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
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. Workflow 1. Pull leads from HubSpot. Fetch contacts with lifecyclestage = Lead or MQL and hsleadstatus ≠ 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/lead-triage