Skill: agistack/lead (version 2.1.1)

--- name: Lead description: Qualify, prioritize, and advance sales prospects into the next best action. Built for founders, sales reps, and operators who need sharper lead judgment, faster follow-up, and cleaner pipeline decisions. version: 2.1.0 --- # Lead > ⚠️ **Scope Notice** > This skill is for **sales lead qualification** only. > It is not for music, medicine, journalism, recruiting, or generic team-role uses of the word "lead". Lead is a decision skill for handling commercial prospects with speed, clarity, and discipline. Use this skill when you need to: - evaluate whether a sales lead is worth active pursuit - identify what information is still missing - determine the next best action - write follow-up that moves the conversation forward - prevent good leads from dying due to weak process ## Lead vs Prospect Use **Prospect** before contact. Use **Lead** after engagement begins. | | Prospect | Lead | |---|---|---| | **Stage** | Before contact | After engagement | | **Question** | "Is this target worth reaching out to?" | "Should I keep pursuing this person?" | | **Input** | Names, profiles, company data, signals | Conversation history, replies, behavior | | **Output** | Priority tier + route | Qualification score + next action | If there has been no reply, no meeting, and no active interaction yet, the contact may still be better handled by **Prospect**. ## What this skill does Lead helps transform raw prospect information into clear action. It can: - assess lead quality based on fit, intent, urgency, and authority - distinguish real opportunities from vague interest - identify blockers, risks, and missing qualification data - recommend the next best action for each lead - draft follow-up messages that have a reason to exist - separate active pursuit, nurture, and deprioritize decisions ## Best use cases - inbound lead triage - outbound reply handling - founder-led sales - SDR qualification - stalled lead diagnosis - re-engagement planning - next-step planning after discovery calls ## What to provide Useful input includes: - who the lead is - company and role - source of the lead - what they asked for or responded to - current pain point - timeline, budget, or buying signals - last interaction and current status ## What this skill should return A strong response should usually include: 1. Lead assessment - hot / warm / cold - strong fit / unclear fit / weak fit 2. Missing information - what must be clarified before investing more time 3. Risks or friction - weak authority - weak urgency - weak problem clarity - weak timing - weak follow-through 4. Next best action - pursue now - qualify further - nurture - deprioritize 5. Optional follow-up draft - short - relevant - specific - non-annoying ## Decision principles - Do not confuse activity with opportunity. - Do not treat every lead as pipeline. - Do not push unclear leads into active pursuit too early. - Preserve momentum when signal is strong. - Reduce wasted effort when fit or timing is weak. - Always prefer a clear next step over vague optimism. ## Execution Protocol (for AI agents) When user provides lead information, follow this sequence. ### Step 1: Extract context Parse input for: - prospect identity - company and role - source - pain signal - engagement level - buying context - timeline, budget, authority, or competitors if mentioned ### Step 2: Score only from visible evidence Assign 0-10 for each dimension using only evidence present in the input. **Fit Score** - ICP match - problem-product alignment - role relevance **Intent Score** - explicit ask vs passive interest - specificity of questions - effort already shown **Urgency Score** - timeline mentioned - pain severity - trigger event or active problem **Authority Score** - decision-maker vs influencer - budget control - internal champion strength If evidence is missing, do not guess. Score conservatively. ### Step 3: Identify gaps List unknowns that block sound judgment, such as: - budget not confirmed - authority unclear - timeline unknown - current solution unknown - success criteria unclear ### Step 4: Recommend action Use the score as guidance, not certainty. - 32-40: Hot → pursue now - 24-31: Warm → qualify further - 16-23: Nurture → stay in touch without active pursuit - 0-15: Deprioritize → do not invest heavily ### Step 5: Draft follow-up if needed If pursue now or qualify further is recommended: - reference something specific they said or did - provide new value - include one clear next step - keep it concise - never use empty phrases like "just checking in" or "touching base" ## Upstream Check (for AI agents) If user provides only: - names - companies - roles - static firmographic information - broad target signals and there is no sign of reply, meeting, active conversation, or engagement, then respond: "This may still be a prospect rather than an active lead. Use `/prospect` when the goal is to filter and prioritize targets before outreach. Use Lead only once engagement has begun." ## Activation Rules (for AI agents) ### Use this skill when the user is asking about: - evaluating a sales lead - qualifying a prospect after engagement - deciding whether to pursue a business opportunity already in motion - handling a stalled commercial conversation - writing follow-up for a potential customer ### Do NOT use this skill for: - music contexts - medical or toxicology contexts - journalism contexts - job-hunting contexts - generic project lead or team lead contexts unless clearly about sales ### If context is ambiguous Ask: "Are you asking about evaluating a sales lead or commercial prospect?" ## When NOT to use Lead Do not use this skill when: - full CRM architecture design is needed - detailed financial forecasting is needed - legal review is needed - broad sales theory is needed instead of lead-level judgment ## Works Well With - `/prospect` for filtering and prioritizing targets before outreach - `/pipeline` for reviewing the health of the whole active opportunity system ## Output style Responses should be: - concise - commercial - diagnostic - actionable - honest about uncertainty Never inflate lead quality without evidence. Never recommend aggressive follow-up without a reason. Never fabricate authority, urgency, budget, or buying intent.

path: README.md
content: # Lead

> Turn engaged prospects into clear next actions.

Lead is a decision skill for handling commercial opportunities after engagement begins.

## What it does

This skill helps you:
- judge whether an engaged lead is worth active pursuit
- identify missing information
- detect risks and friction
- choose the next best action
- draft follow-up that has a real reason to exist

## What it does NOT do

- filter pre-contact targets
- manage the whole deal book
- write full proposals
- redesign your entire sales process

Use Prospect before contact.  
Use Lead after engagement begins.  
Use Pipeline when you need system-level control across many active deals.

## Works Well With

- `@dpetcr/prospect` for filtering and prioritizing targets before outreach
- `@dpetcr/pipeline` for reviewing the health of the whole active opportunity system


path: examples.md
content: # Lead — Real Usage Examples

## Example 1: Inbound lead triage

User:
I just got this inbound lead.
Company: Acme Analytics
Size: 180 employees
Role: Director of Operations
Source: Google search
Message: "We are looking for a better way to automate internal workflow approvals."
What should I do with this lead?

Assistant:
LEAD ASSESSMENT
━━━━━━━━━━━━━━━━
Status: Warm
Fit: Strong
Total Score: 27/40

Scores: Fit 8 | Intent 7 | Urgency 5 | Authority 7

GAPS
━━━━━━━━━━━━━━━━
- Budget not confirmed
- Timeline not confirmed
- Current workflow system unknown

RISKS
━━━━━━━━━━━━━━━━
- Pain is real but still broad
- No explicit buying timeline yet

NEXT ACTION
━━━━━━━━━━━━━━━━
Qualify further

Reasoning: Strong role fit and clear problem signal, but not enough evidence yet for direct active pursuit.

FOLLOW-UP DRAFT
━━━━━━━━━━━━━━━━
Hi [Name],

Thanks for reaching out. Workflow approval bottlenecks usually show up when teams outgrow manual coordination.

To point you in the right direction, what are you currently using today, and what is breaking down in that process?

Once I understand that, I can suggest the most relevant next step.

Best,
[You]

---

## Example 2: Stalled lead

User:
I had a good demo with a VP of Engineering at a Series B SaaS company 8 days ago.
She said she needed to discuss it with her team.
No reply since.
How should I handle this?

Assistant:
LEAD ASSESSMENT
━━━━━━━━━━━━━━━━
Status: Warm
Fit: Strong
Total Score: 26/40

Scores: Fit 8 | Intent 7 | Urgency 4 | Authority 7

GAPS
━━━━━━━━━━━━━━━━
- Internal decision process unclear
- Other stakeholders unknown
- Urgency not confirmed

RISKS
━━━━━━━━━━━━━━━━
- Multi-stakeholder stall
- Momentum decay after demo

NEXT ACTION
━━━━━━━━━━━━━━━━
Qualify further

Reasoning: Interest appears real, but silence suggests unaddressed internal friction rather than active buying momentum.

FOLLOW-UP DRAFT
━━━━━━━━━━━━━━━━
Subject: Question for your team discussion

Hi [Name],

Wanted to follow up on our demo and make this easier for your team conversation.

When teams pause at this stage, it is usually because they are comparing priorities, implementation effort, or internal ownership. If helpful, I can send a short summary tailored to the concerns your team is most likely to raise.

What is the main question still open on your side?

Best,
[You]

---

## Example 3: Weak lead

User:
A person downloaded our ebook and replied to one email with "looks interesting."
No company name, no role, no timeline.
Should I keep pushing?

Assistant:
LEAD ASSESSMENT
━━━━━━━━━━━━━━━━
Status: Cold
Fit: Unclear
Total Score: 11/40

Scores: Fit 3 | Intent 3 | Urgency 2 | Authority 3

GAPS
━━━━━━━━━━━━━━━━
- Company unknown
- Role unknown
- Problem unknown
- Authority unknown
- Timeline unknown

RISKS
━━━━━━━━━━━━━━━━
- Minimal buying signal
- High chance of wasting active sales time

NEXT ACTION
━━━━━━━━━━━━━━━━
Nurture

Reasoning: There is not enough evidence to justify active pursuit.

FOLLOW-UP DRAFT
━━━━━━━━━━━━━━━━
Hi [Name],

Thanks for taking a look.

Out of curiosity, what caught your attention most? If you are exploring this problem area, I am happy to send a few practical resources based on what you are trying to improve.

Best,
[You]


path: heartbeat.md
content: # Lead — Heartbeat

*Good leads decay. Clear systems prevent that.*

---

## Daily — New Lead Triage

Use Lead whenever new prospects arrive.

Examples:
- "Here are today's new inbound leads. Help me rank them and decide which ones deserve immediate follow-up."
- "These 5 leads came in from different sources. Which ones should I pursue now, and which ones should go to nurture?"
- "Draft the first reply for the top 2 leads only."

Daily focus:
- prioritize fresh leads
- identify missing qualification data
- recommend next best action
- draft short, relevant follow-up

---

## Weekly — Stalled Lead Review

Once a week, review leads that have gone quiet.

Examples:
- "These leads have had no activity for 7+ days. Which ones are worth reviving?"
- "Which of these warm leads is actually still alive, and which ones should I stop chasing?"
- "Draft re-engagement messages for the top 3 stalled leads."

Weekly focus:
- detect momentum decay
- separate real opportunities from false optimism
- revive only the leads worth saving
- move weak leads to nurture or deprioritize

---

## Biweekly — Qualification Discipline Check

Every two weeks, check whether active leads are truly qualified.

Examples:
- "Here are my active leads. Which ones are in pipeline too early?"
- "Which of these deals lack enough evidence on authority, urgency, or fit?"
- "Show me the weakest assumptions in my current lead list."

Biweekly focus:
- stop treating activity as opportunity
- tighten qualification standards
- surface hidden gaps before more time is wasted

---

## Monthly — Source Quality Review

Once a month, compare where strong leads actually come from.

Examples:
- "These are my leads by source and current status. Which channels produce the best opportunities?"
- "Where am I getting volume without quality?"
- "Which lead source deserves more time next month?"

Monthly focus:
- compare volume vs real opportunity quality
- identify weak lead sources
- strengthen channels that produce strong-fit prospects

---

## Trigger Events — Use Immediately

Use Lead right away when any of these happen:
- a new inbound form arrives
- a prospect replies after being cold
- a strong lead goes silent
- a lead asks detailed buying questions
- a rep is unsure whether to pursue or nurture
- a founder needs quick judgment before replying

---

## Core Rule

Every lead should end with one of four outcomes:
- pursue now
- qualify further
- nurture
- deprioritize

If the next step is unclear, the lead is not understood well enough yet.


path: skill.json
content: {
  "name": "lead",
  "version": "2.1.0",
  "description": "Qualify, prioritize, and advance sales prospects into the next best action. Best used after engagement begins.",
  "author": "AGIstack",
  "license": "MIT-0",
  "homepage": "https://clawhub.ai",
  "keywords": [
    "lead qualification",
    "sales",
    "prospect evaluation",
    "pipeline",
    "SDR",
    "lead scoring",
    "B2B sales"
  ],
  "files": {
    "skill.md": "skill.md",
    "heartbeat.md": "heartbeat.md",
    "examples.md": "examples.md"
  },
  "capabilities": {
    "lead_qualification": "Assess lead quality based on fit, intent, urgency, and authority",
    "gap_identification": "Identify missing information needed for sound judgment",
    "action_recommendation": "Recommend pursue, qualify further, nurture, or deprioritize with reasoning",
    "follow_up_drafting": "Generate contextual follow-up messages with a genuine reason to exist"
  },
  "triggers": [
    "qualify lead",
    "evaluate lead",
    "lead assessment",
    "should I pursue this lead",
    "lead went cold",
    "lead qualification",
    "prospect evaluation",
    "线索评估",
    "评估线索",
    "客户线索判断"
  ],
  "audience": [
    "Founders doing their own sales",
    "Sales reps and SDRs qualifying inbound or outbound leads",
    "Operators supporting pipeline decisions",
    "Revenue teams improving lead judgment and follow-up discipline"
  ],
  "openclaw": {
    "primaryEnv": null,
    "requires": {}
  }
}


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)