small-business-lead-triagelisted

# Lead Triage ## Quick start Pull inbound leads from HubSpot, score them, and surface a ranked call list with talking points. Drafts follow-ups and proposes calendar slots — never sends or books without owner approval. ``` User: "prioritize my leads" → Pull contacts: lifecycle stage Lead or MQL, status ≠ Unqualified → Score each across engagement, company fit, urgency, recency → Return ranked list (size adapts to volume) with talking points → Offer to draft follow-ups and propose calendar slots ``` ## Workflow 1. **Pull leads from HubSpot.** Fetch contacts with `lifecyclestage` = `Lead` or `MQL` and `hs_lead_status` ≠ `Unqualified`. Use the field list in [reference/hubspot-scoring.md](reference/hubspot-scoring.md). If HubSpot is unavailable, stop: *"HubSpot is disconnected — connect it and try again."* 2. **Clarify if trigger is ambiguous.** If the user said only "pipeline" without a qualifier, ask: *"Quick pipeline overview (deal stages + total value) or prioritized call list?"* — then route accordingly. Do not score leads on a bare "pipeline." 3. **Score each lead.** Apply the four-dimension model in [reference/hubspot-scoring.md](reference/hubspot-scoring.md): - **Engagement** — email replies, opens, site visits in HubSpot (last 30 days only) - **Company fit** — industry and employee count vs. owner's ICP (default: any industry, 1–50 employees) - **Urgency** — lead age, stage duration, notes containing "urgent / ASAP / deadline / budget approved" - **Rec