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© 2026 ID INC. All rights reserved

claude-skills/スキル
SKILLKnowledge Work

call-list

プラグイン
Small Business
ソース
GitHub で見る ↗
説明

今日中にコールする価値がある上位5件のリード(見込み客)をランキング付けし、メール履歴から会話のポイントを提供し、カレンダーに時間を確保して、フォローアップメッセージの下書きを作成します。オプションで件数と日付の指定が可能です。

原文を表示

Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.

ユースケース
  • 今日中にコールすべきリードを優先順位付けするとき
  • 過去のメール履歴から会話ポイントを確認するとき
  • 営業活動の時間をカレンダーに確保するとき
  • フォローアップメールの案を作成するとき
本文

Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.

Parse arguments:

  • --n (default: 5) — number of leads to surface (1–10)
  • --date (default: today) — date to build the call list for (YYYY-MM-DD)

Step 1 — Pipeline scan

Using the lead-triage skill workflow:

  1. Pull open HubSpot deals and contacts with activity in the last 30 days.
  2. Pull email threads from Mail for each lead (last 3 emails per contact).
  3. Score each lead on:
    • Recency: days since last owner touchpoint (lower = better)
    • Stage: how close to close (later stage = higher priority)
    • Signal: any recent inbound activity (email open, reply, calendar hold, web visit)
    • Value: deal size from HubSpot

Step 2 — Rank and select top N

Rank all scored leads and select the top --n. For ties, prefer leads with unanswered inbound signals.

For each selected lead, produce a call card:

{Rank}. {Contact Name} — {Company}
Deal: ${amount} | Stage: {stage} | Last contact: {X days ago}
Signal: {most recent activity}

TALKING POINTS
• {point from email/deal context}
• {point from email/deal context}
• {open question to ask}

GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}

Step 3 — Calendar block

For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.

Show the proposed calendar entries:

{time slot} — Call: {Contact Name} ({Company})

Wait for owner to confirm which calls to block before creating calendar events.

Step 4 — Draft follow-ups

For any lead that has an unanswered email older than 3 days, draft a brief follow-up:

Subject: Re: {thread subject}

Hi {first name},

{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.

{Sign-off}

Connector failures

If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip Steps 3-4 (email context and follow-ups) and note "Mail not connected — email context and follow-up drafts skipped" in output. If Google Calendar is unreachable, skip calendar blocking and note it.

Approval gates

  • Never send emails automatically. Present drafts for owner approval only.
  • Never create calendar blocks without owner confirmation — show the proposed list first.
  • Never update HubSpot deal stages automatically.

Output

Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send.

原文・著作権は Anthropic および各プラグイン作者に帰属します。日本語訳は Claude API による自動翻訳です。