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playbook-new-inbound-lead

Name: playbook-new-inbound-lead
Availability: InStock
Author: antonyfmunoz

Qualify first-time inbound leads and create CRM records for approval.

1|Updated Mar 11, 2026

Search Tags:#lead qualification #email response #stage-aware messaging #inbound lead #crm capture #follow-up task

Ready to run

npx skills add https://github.com/antonyfmunoz/OS --skill playbook-new-inbound-lead

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: playbook-new-inbound-lead
Source: https://github.com/antonyfmunoz/OS/tree/main/skills/Ops/playbook_new_inbound_lead
Command: npx skills add https://github.com/antonyfmunoz/OS --skill playbook-new-inbound-lead

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill ensures every first-time inbound lead receives a consistent, stage-appropriate response that qualifies their intent, captures CRM artifacts, and moves the relationship forward without risking premature commitments.

Core Features & Use Cases

Lead recognition & routing: Detects whether a person is already known and routes recognized leads to the correct founder workflow immediately.
Lead capture and enrichment: Creates a lead record and supports research to understand the person and company.
Qualification-first communication: Classifies intent, drafts a venture-appropriate template response, queues it for approval, and sets a 48-hour follow-up task if there is no response.

Quick Start

Run playbook-new-inbound-lead to capture a first inbound expression of interest, draft a qualification-focused reply, and queue it for approval while logging the interaction.

Frequently Asked Questions about playbook-new-inbound-lead

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

FAQPage Schema

How do I qualify inbound leads and capture them in my CRM automatically?▼

Inbound lead qualification and CRM capture happen by orchestrating recognition, routing, and follow-up scheduling. The process classifies intent, drafts a venture-appropriate response for approval, and logs the interaction to create a complete lead record.

What is stage-aware messaging for first-time inbound lead inquiries?▼

Stage-aware messaging ensures every first-time inbound lead receives a consistent, stage-appropriate response that qualifies intent without risking premature commitments. It classifies initial interest and drafts a venture-appropriate template reply queued for approval.

Can I handle inbound leads from Instagram and Calendly alongside email?▼

Yes, inbound lead handling applies across channels like email, Calendly, Instagram, and referrals. It processes the initial expression of interest from any supported channel to route recognized contacts and draft appropriate responses.

How do I set up follow-up tasks when an inbound lead does not respond?▼

Follow-up tasks are scheduled automatically by setting a 48-hour follow-up task if there is no response to the initial qualification draft. This ensures the relationship moves forward while updating the Notion pipeline stage.

What context information do I need to process a new inbound lead?▼

Processing a new inbound lead requires executing the bis_context helper to supply fields including name, icp, offer, stage, primary_channel, binding_constraint, and north_star. These context fields drive the qualification and response drafting.

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