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Lead Triage Form Fill

A

Triages a new inbound lead (form submission) by enriching it, scoring it against the ICP, recommending an owner/route, and drafting a first-touch reply. Use when a form is submitted or the user asks to "triage this lead", "score and route this inbound", "is this lead worth working", "draft a reply to this inbound". Triggered on form submission, or on request: "triage this lead", "should we work this inbound".

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The actual skill

SKILL.md

Lead Triage (Form-Fill)

What it does

Takes a fresh inbound lead and does the first-five-minutes work: enrich, score, route, and draft the first reply — so good leads get worked fast and weak ones don't eat time.

When to use

  • Triggered on form submission, or on request: "triage this lead", "should we work this inbound".

Inputs

A contact email or the form submission. Optionally the ICP definition and routing rules.

Workflow

  1. Enrich the contact + company (role, seniority, size, industry, region) via Breeze/web.
  2. Score against ICP. 0-100 with the top 2-3 reasons. State the ICP assumptions used.
  3. Recommend a route. Owner/team by territory, segment, or round-robin rules; or "nurture, not sales-ready" with why.
  4. Draft first-touch. A short, specific reply referencing what they asked for on the form.
  5. Output the triage card with the score, route, and draft — for the user to confirm before anything is written or sent.

Output

## Lead triage — [Name, Company]**ICP score:** [N]/100 — [reasons]**Recommended route:** [owner/team] ([why])**Draft first-touch:**[subject + body]
_Confirm to log enrichment / assign owner._

Notes

  • Messy-input aware: missing form fields are handled by enrichment; if fit is unclear, route to nurture rather than forcing a score.
  • Read-first: routing and writes are proposed, not auto-applied.

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