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Prioritize leads to call, prepare talk tracks, calendar holds, and follow-ups.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "call-list" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/small-business/skills/call-list/SKILL.md 2. Save it as ~/.claude/skills/call-list/SKILL.md 3. Reload skills and tell me it's ready
Generate today's top 5 sales leads to call, ranked by priority, and provide talking points and a call goal for each contact.
A ranked call list with contact, company, deal details, recent signal, talking points, and a call goal for each lead.
Generate the top 3 leads to call for 2025-02-20 and propose 20-minute calendar slots for each, showing the schedule for confirmation first.
A prioritized list for the specified date plus proposed calendar holds, without creating events automatically.
Find leads on the list with unanswered email threads older than 3 days and draft brief follow-up emails for my approval.
Brief follow-up email drafts for eligible leads, including subject, prior-context reference, and a clear next step or question.
When managing many open leads, users can have this skill scan recent activity and deal stage to identify the best prospects to call today, along with talk tracks.
Before making outbound calls, users can review key context and suggested questions pulled from recent email history, reducing time spent digging through records.
Users can review proposed calendar slots before confirming them, and also receive follow-up drafts for older unanswered emails for approval.
The document describes a workflow for generating a sales call list. It scans recently active HubSpot deals and contacts, pulls recent email threads, and scores leads by recency, stage, signal, and deal value. It then ranks the top N leads, produces call cards with talk tracks, proposes 20-minute calendar slots, and drafts follow-up emails for unanswered threads older than three days. It also explains connector failure behavior and approval limits, including never sending emails or creating calendar events automatically.
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)Using the lead-triage skill workflow:
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}
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.
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}
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.
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.
No. The documentation says emails are drafted for approval only, and calendar holds are shown first for confirmation before any events are created.
It uses HubSpot deal and contact data, email threads, and Google Calendar for proposed scheduling. If HubSpot is unavailable, lead scoring stops; if Mail or Google Calendar is unavailable, the related steps are skipped with a note.
Yes. The docs show optional `n` and `date` arguments: `n` defaults to 5 with a range of 1 to 10, and `date` defaults to today in `YYYY-MM-DD` format.
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