call-list

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

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
```
)

执行销售线索优先级排序。扫描销售管道，按紧急程度和机会价值排序，提取相关邮件上下文，让负责人做好致电准备。

解析参数：

```
--n
```
（默认值：
```
5
```
）—— 展示的线索数量（1–10）
```
--date
```
（默认值：今日）—— 生成呼叫列表的日期（格式为
```
YYYY-MM-DD
```
）

Step 1 — Pipeline scan

步骤1 — 销售管道扫描

Using the

lead-triage

skill workflow:

Pull open HubSpot deals and contacts with activity in the last 30 days.
Pull email threads from Mail for each lead (last 3 emails per contact).
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

使用

lead-triage

技能工作流：

提取HubSpot中过去30天有活动记录的未结交易和联系人。
为每位线索提取Mail中的邮件线程（每位联系人最近3封邮件）。
从以下维度为每位线索评分：
- 时效性：距离负责人上次接触的天数（天数越少评分越高）
- 阶段：交易完成的接近程度（阶段越靠后优先级越高）
- 信号：近期是否有潜在客户主动活动（邮件打开、回复、日历预约、网站访问）
- 价值：HubSpot中的交易规模

Step 2 — Rank and select top N

步骤2 — 排序并选择前N位线索

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}

对所有已评分的线索进行排序，选出前

--n

位。若出现评分相同的情况，优先选择有未回复主动信号的线索。

为每位选中的线索生成呼叫卡片：

{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

步骤3 — 日历预留

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.

为列表中的每位线索，在负责人的日历上为目标日期预留20分钟时间。

展示拟议的日历条目：

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

在创建日历事件前，等待负责人确认需要预留哪些呼叫的时间。

Step 4 — Draft follow-ups

步骤4 — 草拟跟进邮件

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}

对于任何有超过3天未回复邮件的线索，草拟简短的跟进邮件：

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

连接器故障处理

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.

若无法连接HubSpot，立即停止操作并告知负责人——线索评分需要CRM数据。若无法连接Mail，跳过步骤3-4（邮件上下文和跟进邮件），并在输出中注明“Mail未连接 — 跳过邮件上下文和跟进邮件草拟”。若无法连接Google Calendar，跳过日历预留步骤并注明该情况。

Approval gates

审批规则

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.

禁止自动发送邮件。仅向负责人展示草拟内容以获取审批。
禁止未经负责人确认创建日历预留 — 先展示拟议列表。
禁止自动更新HubSpot交易阶段。

Output

输出内容

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.

先展示排序后的呼叫列表及通话脚本。然后展示拟议的日历预留并请求确认。最后展示跟进邮件草拟内容并询问发送哪些邮件。