Lead Triage
anthropics/knowledge-work-plugins/small-business/skills/lead-triage作者 anthropicsae1513ea94dcb74a7f1505ddcf3b0ec3fab327f1無授權條款27K 個星標收錄於 2026年10月9日更新於 2026年10月9日儲存庫今天更新
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.
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| reference/examples/happy-path-triage.md | 1.9 KB | text/markdown |
| reference/gotchas.md | 2 KB | text/markdown |
| reference/hubspot-scoring.md | 6.9 KB | text/markdown |
| SKILL.md | 7.6 KB | text/markdown |
來源與署名
來源：anthropics/knowledge-work-plugins位於small-business/skills/lead-triage提交ae1513e
授權條款： 無授權條款
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更多來自 anthropics/knowledge-work-plugins 的技能
Start
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初始化個人工作力系統：任務清單、工作記憶檔案和儀表板。
Call Prep
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為即將到來的客戶會議產出一頁式通話準備簡報，包含與會者、客戶歷史與通話計畫。
Prospect
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使用 Common Room 的 Prospector 建立目標客戶與聯絡人潛在客戶名單，支援反覆調整與網路補充資訊。
Account Research
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針對潛在客戶公司與選用聯絡人產出附來源的研究簡報，檢查 CRM 歸屬並評估 ICP 契合度。
Competitive Brief
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產出競爭分析簡報，涵蓋競品定位、功能比較、贏單／輸單模式與市場趨勢。
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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引導私募股權案源開發流程：尋找目標公司、查核 CRM 往來紀錄，並草擬創辦人外聯郵件。
Investment Proposal
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指導為潛在投資顧問客戶製作個人化投資建議書，涵蓋從需求訪談到簡報、PDF 與摘要的產出。
Content Strategy
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把 PayPal、QuickBooks 或 Square 的銷售資料轉成排序過的 30 天內容簡報。
Call List
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透過為潛在客戶排序、補充談話重點、建議行事曆時段並起草後續郵件，產生每日電話清單。
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依據 ICP 與資格框架為進站銷售潛在客戶評分與分流，並依優先順序為待處理名單排序。
Draft Outreach
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撰寫個人化的冷開發或跟進業務外聯郵件，並產生可供審閱的草稿。