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CarvalhoJeo
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lead-triage

Prioritize inbound leads from RD Station and CRM exports into a ranked follow-up list.

Updated May 15, 2026
Search Tags:#lead scoring#WhatsApp#CRM export#lead prioritization#follow-up messaging#Brazil SMB#RD Station
One-click install
npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill lead-triage-carvalhojeo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: lead-triage
Source: https://github.com/CarvalhoJeo/claude-small-business-br/tree/main/skills/lead-triage
Command: npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill lead-triage-carvalhojeo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Lead triage turns scattered inbound lead information into a clear, ranked list of who to contact first, so Brazilian SMB owners spend less time guessing and more time following up.

Core Features & Use Cases

  • Lead normalization from mixed sources: Pulls and standardizes key fields like name, company, source, last interaction, buying signal, and urgency notes from RD Station exports, CRM/spreadsheet exports, WhatsApp lead logs, Instagram DM transcripts, or pasted sales notes.
  • Scoring-based prioritization: Ranks leads using engagement, fit, urgency, and recency (including whether they were already touched today).
  • Actionable follow-up outputs: Provides a ranked follow-up list with reasoning, a suggested message/call angle, channel-specific drafts (WhatsApp/email), and two possible call slots when calendar access exists.

Quick Start

Run lead-triage to convert your RD Station export or WhatsApp/Instagram lead list into a ranked follow-up plan with top priorities and draft messages.

Frequently Asked Questions about lead-triage

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prioritize inbound leads from RD Station and WhatsApp for follow-up?▼

Lead prioritization works by normalizing mixed source data from RD Station, WhatsApp logs, and Instagram DMs, then scoring leads by engagement, fit, urgency, and recency to generate a ranked follow-up list.

How does lead scoring work for Brazilian SMB sales pipelines?▼

Lead scoring for Brazilian SMBs evaluates inbound contacts using engagement, fit, urgency, and recency metrics to identify the hottest leads for conversion. This produces a directional ranking indicating who to contact today.

Can I use CRM exports and Instagram DM transcripts to rank my hottest leads?▼

Yes, you can use CRM spreadsheet exports and Instagram DM transcripts. Lead triage standardizes key fields like name, source, and last interaction from these mixed sources to calculate a unified priority score.

What is the best way to generate follow-up messages from a lead list?▼

The best way to generate follow-up messages is by scoring your lead list first, which then allows you to produce channel-ready WhatsApp and email drafts alongside a suggested call angle based on each lead's specific buying signal and urgency.

Does lead triage provide call slots for sales follow-up?▼

Yes, lead triage provides two possible call slots for sales follow-up when calendar access exists. It generates these alongside channel-ready drafts and a ranked follow-up list to streamline owner-led contact.

When do I need to normalize lead fields from pasted sales notes?▼

You need to normalize lead fields from pasted sales notes when you have scattered inbound information from mixed sources. This standardizes name, company, source, and urgency notes to enable accurate scoring and prioritization.

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