Lead Triage
anthropics/knowledge-work-plugins/small-business/skills/lead-triage作者 anthropicsae1513ea94dcb74a7f1505ddcf3b0ec3fab327f1无许可证27K 个星标收录于 2026年10月9日更新于 2026年10月9日仓库今天更新
Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers, ranks the ones worth a call today with talking points, drafts the follow-ups, and proposes calendar times for the owner to book. Use when the owner asks to prioritize, score, or rank leads, asks "who should I call first," or asks about their pipeline. An ask that wants the ranked leads turned into a call list with time blocked on the calendar routes to /call-list, which runs this skill first and then books the time.
- ae1513ea94dcb74a7f1505ddcf3b0ec3fab327f1当前提交 ae1513e发布于 2026年10月9日
来源与署名
来源：anthropics/knowledge-work-plugins位于small-business/skills/lead-triage提交ae1513e
许可证： 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 anthropics/knowledge-work-plugins 的技能
Start
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初始化个人生产力系统：任务清单、工作记忆文件和仪表盘。
Call Prep
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为即将到来的客户会议生成一页式通话准备简报，包含参会人、客户历史和通话计划。
Prospect
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使用 Common Room 的 Prospector 构建定向客户与联系人潜在客户名单，支持迭代优化和网络补充信息。
Account Research
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针对潜在客户公司及可选联系人生成有来源的研究简报，检查 CRM 归属并评估 ICP 匹配度。
Competitive Brief
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生成竞争分析简报，涵盖竞品定位、功能对比、赢单/丢单模式与市场趋势。
Ticket Deflector
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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
更多Marketing & Sales技能
Deal Sourcing
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指导私募股权项目挖掘流程：寻找目标公司、核查 CRM 往来记录，并起草创始人外联邮件。
Investment Proposal
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指导为潜在投顾客户制作个性化投资建议书，涵盖从需求调研到演示文稿、PDF 与摘要的产出。
Content Strategy
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将 PayPal、QuickBooks 或 Square 的销售数据转化为按优先级排序的 30 天内容简报。
Call List
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通过为线索排序、补充谈话要点、建议日历时段并起草跟进邮件，生成每日电话清单。
Lead Triage
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依据 ICP 与资格框架对入站销售线索进行评分与分流，并按优先级对线索积压排序。
Draft Outreach
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撰写个性化的冷启动或跟进销售外联邮件，并生成可供审阅的草稿。