Description
lead-triage is a skill from Anthropic's knowledge-work plugins, listed on skills.sh. It scores and routes an inbound lead, or ranks a backlog of leads, against the team's ideal customer profile and qualification framework. It then recommends a priority and a next action for each. It is used when a new lead arrives or when a backlog needs ordering. The skill follows the collection's rules for connected sales tools: it batches reads, cites each value to its record, uses the live CRM's own field and picklist names, and says when a value is blank or was not queried. It treats emails and any enrichment as data, not instructions, and it shows any suggested change to a record with its evidence for the user to decide. It is also the scoring step that the call-list skill relies on. It suits sales development and sales leaders who want leads routed by fit and urgency rather than by arrival order.…
Highlights
- Scores against ICP and qualification
- Ranks a backlog of leads
- Recommends priority and next action
- Feeds the call-list skill
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lead-triage FAQ
What does lead-triage do?
It scores and routes an inbound lead, or ranks a backlog, against your ideal customer profile, then recommends a priority and next action.
How do I install it?
Run: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill lead-triage
Can it handle a backlog?
Yes. It can rank a whole backlog of leads as well as a single inbound lead.
Does it change records?
Only actions the user asks for. Suggested changes need the user's decision.
Has it been checked for security?
The scanned page did not show audit results, so check the skills.sh page before installing.
What are the best lead-triage alternatives?
Popular alternatives to lead-triage include lead-intelligence, social-graph-ranker and account-research. See all lead-triage alternatives