call-list

Imported from anthropics/knowledge-work-plugins (small-business/skills/call-list/SKILL.md) via skills.sh. Install upstream with npx skills add anthropics/knowledge-work-plugins --skill call-list. Copyright stays with the author.

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.