Lead Triage & Scoring

Sales skill, available on Zeplik

Lead Triage & Scoring is a ready-to-run sales skill on Zeplik. Scores each lead by engagement, fit, urgency and recency into a ranked call list with talking points and follow-ups. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.

The Lead Triage & Scoring skill loads automatically when your request matches it, or you can invoke it directly by typing /lead-triage in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Lead Triage & Scoring skill can do

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How the Lead Triage & Scoring skill works

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

How to use the Lead Triage & Scoring skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Lead Triage & Scoring skill right away.

  2. Describe your sales task

    Ask in plain language, or type /lead-triage to invoke the skill directly. Zeplik recognizes the Lead Triage & Scoring skill and applies its method.

  3. Review and refine the result

    Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.

Source and credit

Author
Anthropic
License
Apache-2.0

Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.

Frequently asked questions

What is the Lead Triage & Scoring skill?
Lead Triage & Scoring is a ready-to-run sales skill on Zeplik. Scores each lead by engagement, fit, urgency and recency into a ranked call list with talking points and follow-ups. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
How do I use Lead Triage & Scoring on Zeplik?
Sign in to Zeplik and ask in plain language, or type /lead-triage in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Lead Triage & Scoring skill use?
Any model you choose. Zeplik works across every model in one chat, so the Lead Triage & Scoring skill runs on your preferred model for the task.
Where does the Lead Triage & Scoring skill come from?
The Lead Triage & Scoring skill is adapted from the open-source anthropics/knowledge-work-plugins project (Apache-2.0) and tuned to run natively on Zeplik. The original source is linked on this page.
How much does the Lead Triage & Scoring skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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