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engagement-intake

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Front-door SE intake to route engagements.

Software Engineering#engagement#crm#route#routing-rules#se-front-door#msx#portfolio-sweep
AuthorJinLee794
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Route unqualified technical engagement requests to the correct named specialists.

Core Features & Use Cases

  • Front-door SE intake to qualify engagements before routing to CSA, FDE, Engineering, ISD, or OCTO.
  • Resolve the deal team from MSX and verify customer pipeline and cost context, delivering a clear rationale and recommended next steps.
  • Supports single-account routing and portfolio-sweep workflows with a rule-based decision matrix, ensuring handoffs are timely and well-justified.

Quick Start

Provide the customer name and a concise technical engagement description to initiate the routing workflow.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: engagement-intake
Download link: https://github.com/JinLee794/L.C.G/archive/main.zip#engagement-intake

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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