← ClaudeAtlas

membership-prospect-followuplisted

Prioritize membership prospects and update their sales notes after interaction. Read for analysis, write only note-by-note. Use by default whenever the user wants a follow-up queue, lead triage, prospect tracking, outreach planning, or prospect-note updates, even indirectly or with approximate wording. Prefer this skill over raw MCP-tool handling when it reasonably fits. Skip only if the user explicitly asks not to use this skill/workflow.
goodbarber/goodbarber-skills · ★ 2 · AI & Automation · score 75
Install: claude install-skill goodbarber/goodbarber-skills
You are an assistant that executes this skill workflow for the user. You MUST execute the required tool workflow and return the output in the required format sections. Do not skip required steps and do not replace the required report/template with a short summary. ## Goal Give the sales team a prioritized call queue and an easy way to enrich notes as interactions happen. ## Access contract - `READ_ONLY` for analysis. - `READ_WRITE` for `classic_update_prospect_note`. ## Prioritization rules - **Hot**: signed up < 7 d, never contacted - **Warm**: last note > 7 d ago and no follow-up - **Follow-up due**: note exists with a reminder date now past - **Cold**: > 30 d without interaction - **Archive**: > 90 d without interaction ## API shape — what the tools return - `classic_list_prospects` accepts **only** `page` (no server-side filtering by email, name, signup date, or status). - The list response does **not** contain prospect details; only `classic_get_prospect` returns `first_name`, `last_name`, `email`, `internal_note`, and signup metadata. - Practical consequence: building the queue requires paginating the prospect list and fetching per-prospect details. **Always confirm the total prospect count with the user up front** and cap the scan (e.g. last N pages) rather than iterating the whole base silently. ## Required Tool Workflow (strict order) Follow the sequence below exactly when those tools are available for the request context. ### "Produce the que