lead-triage

name: lead-triage version: 0.1.1 description: > 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.

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.

User: "prioritize my leads"
→ Pull contacts: lifecycle stage Lead or MQL, status ≠ Unqualified
→ Score each across engagement, company fit, urgency, recency
→ Return ranked list (size adapts to volume) with talking points
→ Offer to draft follow-ups and propose calendar slots

Workflow

1. Pull leads from HubSpot. Fetch contacts with lifecyclestage = Lead or MQL and hs_lead_status ≠ 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.

Approval gates

• Never send an email. Draft only; owner sends from their inbox.
• Never create calendar events. Propose times; owner books.
• Never change lifecycle stage or mark a lead Unqualified unless the owner explicitly asks.
• Never include Customer or Evangelist lifecycle contacts in the lead list.
• If zero leads match the filter, explain why and offer to check what lifecycle stages are in use — do not fabricate a list.

Reference

• reference/hubspot-scoring.md — HubSpot field names, scoring weights, ICP defaults
• reference/gotchas.md — edge cases: stale data, zero leads, pipeline disambiguation, customer contamination
• reference/examples/happy-path-triage.md — worked output for a 7-lead list with draft and slot proposal