call-list

GitHub

根据紧迫性和机会对销售线索进行优先级排序,提供通话要点,安排日历时间并起草跟进邮件。自动扫描CRM和邮件历史,生成前N名线索列表及沟通策略,辅助销售高效联系潜在客户。

small-business/skills/call-list/SKILL.md anthropics/knowledge-work-plugins

Trigger Scenarios

需要优先联系高价值客户时 生成每日销售呼叫清单时 整理待跟进的销售线索时

Install

npx skills add anthropics/knowledge-work-plugins --skill call-list -g -y
More Options

Non-standard path

npx skills add https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/call-list -g -y

Use without installing

npx skills use anthropics/knowledge-work-plugins@call-list

指定 Agent (Claude Code)

npx skills add anthropics/knowledge-work-plugins --skill call-list -a claude-code -g -y

安装 repo 全部 skill

npx skills add anthropics/knowledge-work-plugins --all -g -y

预览 repo 内 skill

npx skills add anthropics/knowledge-work-plugins --list

SKILL.md

Frontmatter
{
    "name": "call-list",
    "description": "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.",
    "allowed-tools": "Read, WebFetch, Bash"
}

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.

Version History

  • 6f13415 Current 2026-07-05 18:35

Same Skill Collection

bio-research/skills/nextflow-development/SKILL.md
bio-research/skills/single-cell-rna-qc/SKILL.md
bio-research/skills/start/SKILL.md
cowork-plugin-management/skills/cowork-plugin-customizer/SKILL.md
cowork-plugin-management/skills/create-cowork-plugin/SKILL.md
customer-support/skills/customer-escalation/SKILL.md
customer-support/skills/customer-research/SKILL.md
customer-support/skills/draft-response/SKILL.md
customer-support/skills/kb-article/SKILL.md
customer-support/skills/ticket-triage/SKILL.md
data/skills/analyze/SKILL.md
data/skills/build-dashboard/SKILL.md
data/skills/create-viz/SKILL.md
data/skills/data-visualization/SKILL.md
data/skills/explore-data/SKILL.md
data/skills/sql-queries/SKILL.md
data/skills/statistical-analysis/SKILL.md
data/skills/validate-data/SKILL.md
data/skills/write-query/SKILL.md
design/skills/accessibility-review/SKILL.md
design/skills/design-critique/SKILL.md
design/skills/design-handoff/SKILL.md
design/skills/design-system/SKILL.md
design/skills/research-synthesis/SKILL.md
design/skills/user-research/SKILL.md
design/skills/ux-copy/SKILL.md
engineering/skills/architecture/SKILL.md
engineering/skills/code-review/SKILL.md
engineering/skills/debug/SKILL.md
engineering/skills/deploy-checklist/SKILL.md
engineering/skills/documentation/SKILL.md
engineering/skills/incident-response/SKILL.md
engineering/skills/standup/SKILL.md
engineering/skills/system-design/SKILL.md
engineering/skills/tech-debt/SKILL.md
engineering/skills/testing-strategy/SKILL.md
enterprise-search/skills/digest/SKILL.md
enterprise-search/skills/knowledge-synthesis/SKILL.md
enterprise-search/skills/search-strategy/SKILL.md
enterprise-search/skills/search/SKILL.md
enterprise-search/skills/source-management/SKILL.md
finance/skills/audit-support/SKILL.md
finance/skills/close-management/SKILL.md
finance/skills/financial-statements/SKILL.md
finance/skills/journal-entry-prep/SKILL.md
finance/skills/journal-entry/SKILL.md
finance/skills/reconciliation/SKILL.md
finance/skills/sox-testing/SKILL.md
finance/skills/variance-analysis/SKILL.md
human-resources/skills/comp-analysis/SKILL.md

Metadata

Files
0
Version
e1f73c1
Hash
e661e49c
Indexed
2026-07-05 18:35

ホーム - Wiki
Copyright © 2011-2026 iteam. Current version is 2.155.2. UTC+08:00, 2026-08-14 15:29
浙ICP备14020137号-1 $お客様$