lead-triage

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