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Builds today's call list

by anthropics · Apache-2.0 license · ★ 25,507 on GitHub · updated Sep 23

Call list cover

Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages.

---
name: call-list
description: Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.
allowed-tools: Read, WebFetch
---

Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.

Parse arguments:
- `--n` (default: `5`) — number of leads to surface (1–10)
- `--date` (default: today) — date to build the call list for (`YYYY-MM-DD`)

## Step 1 — Pipeline scan (lead-triage)

Run the `lead-triage` skill workflow for the pull and the scoring — it owns the HubSpot field list, the four-dimension model, the note-body urgency fetch, the flat-score guard, and the enrichment leg (with Apollo or Clay connected, company fit for leads that have no company on file — metered, so lead-triage asks once about the credit cost; pass that question through to the owner rather than answering it). Do not rebuild any of that here. Then pull email threads from Mail for each surviving lead (last 3 emails per contact) for the talking points.

## Step 2 — Rank and select top N

Overview

Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.

Manual install (npx, ZIP)
Claude Codenpx skills add anthropics/knowledge-work-plugins --skill call-list -g -a claude-code
Claude Code (manual)mkdir -p ~/.claude/skills && curl -sL https://codeload.github.com/anthropics/knowledge-work-plugins/tar.gz/da38ec1ee89d \ | tar -xz -C ~/.claude/skills --strip-components=3 knowledge-work-plugins-da38ec1ee89d/small-business/skills/call-list
Windows (PowerShell)New-Item -ItemType Directory -Force "$HOME\.claude\skills" | Out-Null; Invoke-WebRequest "https://m.agentalley.io/zip/fc631da626d957cb73da/call-list.zip" -OutFile "$env:TEMP\call-list.zip"; Expand-Archive "$env:TEMP\call-list.zip" -DestinationPath "$HOME\.claude\skills" -Force
Claude.ai / desktopDownload the ZIP and upload it under Settings → Capabilities → Skills.
Codex, Cursor, other agentsPoint them at SKILL.md. The other files are plain text.

Connects with Agent Alley MCP · agentalley.io/mcp

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  • SKILL.md4.9 KB
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Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.

Parse arguments:

  • --n (default: 5) — number of leads to surface (1–10)
  • --date (default: today) — date to build the call list for (YYYY-MM-DD)

Step 1 — Pipeline scan (lead-triage)

Run the lead-triage skill workflow for the pull and the scoring — it owns the HubSpot field list, the four-dimension model, the note-body urgency fetch, the flat-score guard, and the enrichment leg (with Apollo or Clay connected, company fit for leads that have no company on file — metered, so lead-triage asks once about the credit cost; pass that question through to the owner rather than answering it). Do not rebuild any of that here. Then pull email threads from Mail for each surviving lead (last 3 emails per contact) for the talking points.

Step 2 — Rank and select top N

Take lead-triage's ranking and select the top --n — always exactly --n when that many leads exist, regardless of pipeline size. For ties, prefer leads with unanswered inbound signals. If lead-triage reports flat scores, present its CRM-fact ladder order instead and say so.

For each selected lead, produce a call card:

{Rank}. {Contact Name} — {Company}
Deal: {currency code} {amount} | Stage: {stage} | Last contact: {X days ago}
Signal: {most recent activity}

TALKING POINTS
• {point from email/deal context}
• {point from email/deal context}
• {open question to ask}

GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}

Step 3 — Calendar block

For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.

Show the proposed calendar entries:

{time slot} — Call: {Contact Name} ({Company})

Wait for owner to confirm which calls to block before creating calendar events.

Step 4 — Draft follow-ups

For any lead that has an unanswered email older than 3 days, draft a brief follow-up:

Subject: Re: {thread subject}

Hi {first name},

{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.

{Sign-off}

Connector failures

If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip the email-context pull in Step 1 and the follow-up drafts in Step 4, and note "Mail not connected — email context and follow-up drafts skipped" in output; calendar blocking in Step 3 still runs. If Google Calendar is unreachable, skip calendar blocking and note it. If the lead-data connector is unreachable or the owner declines the enrichment spend, company fit stays flat for leads with no company on file — say so in the output rather than presenting the order as fit-ranked.

Approval gates

  • Never send emails automatically. Present drafts for owner approval only.
  • Never create calendar blocks without owner confirmation — show the proposed list first.
  • Never update HubSpot deal stages automatically.

Output

Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send.

Alongside the chat summary — never replacing it — render the list as a CALL SHEET artifact using the house style (../../shared/artifact-style.md): something the owner prints and works from while dialing. Print-friendly rows, one per lead, each with the call goal and two or three short talking points, plus a blank outcome line to scribble on. This is a work sheet, not a dashboard — no stat tiles, no charts.

Closing offer

Close with one line on what got built, then the single most relevant next step with its trigger phrase — usually "write this outreach" (outreach-composer) for the leads that need email instead of a call. Up to two others: "fill my funnel" (/grow-pipeline) or "update the CRM" (crm-autopilot). Max three, and skip anything the owner declined earlier this session.

Using a tool that isn't listed

The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.

1---
2name: call-list
3description: Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.
4allowed-tools: Read, WebFetch
5---
6 
7Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.
8 
9Parse arguments:
10- `--n` (default: `5`) — number of leads to surface (1–10)
11- `--date` (default: today) — date to build the call list for (`YYYY-MM-DD`)
12 
13## Step 1 — Pipeline scan (lead-triage)
14 
15Run the `lead-triage` skill workflow for the pull and the scoring — it owns the HubSpot field list, the four-dimension model, the note-body urgency fetch, the flat-score guard, and the enrichment leg (with Apollo or Clay connected, company fit for leads that have no company on file — metered, so lead-triage asks once about the credit cost; pass that question through to the owner rather than answering it). Do not rebuild any of that here. Then pull email threads from Mail for each surviving lead (last 3 emails per contact) for the talking points.
16 
17## Step 2 — Rank and select top N
18 
19Take lead-triage's ranking and select the top `--n` — always exactly `--n` when that many leads exist, regardless of pipeline size. For ties, prefer leads with unanswered inbound signals. If lead-triage reports flat scores, present its CRM-fact ladder order instead and say so.
20 
21For each selected lead, produce a call card:
22 
23```
24{Rank}. {Contact Name} — {Company}
25Deal: {currency code} {amount} | Stage: {stage} | Last contact: {X days ago}
26Signal: {most recent activity}
27 
28TALKING POINTS
29• {point from email/deal context}
30• {point from email/deal context}
31• {open question to ask}
32 
33GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}
34```
35 
36## Step 3 — Calendar block
37 
38For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.
39 
40Show the proposed calendar entries:
41```
42{time slot} — Call: {Contact Name} ({Company})
43```
44 
45Wait for owner to confirm which calls to block before creating calendar events.
46 
47## Step 4 — Draft follow-ups
48 
49For any lead that has an unanswered email older than 3 days, draft a brief follow-up:
50```
51Subject: Re: {thread subject}
52 
53Hi {first name},
54 
55{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.
56 
57{Sign-off}
58```
59 
60## Connector failures
61 
62If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip the email-context pull in Step 1 and the follow-up drafts in Step 4, and note "Mail not connected — email context and follow-up drafts skipped" in output; calendar blocking in Step 3 still runs. If Google Calendar is unreachable, skip calendar blocking and note it. If the lead-data connector is unreachable or the owner declines the enrichment spend, company fit stays flat for leads with no company on file — say so in the output rather than presenting the order as fit-ranked.
63 
64## Approval gates
65 
66- **Never send emails automatically.** Present drafts for owner approval only.
67- **Never create calendar blocks without owner confirmation** — show the proposed list first.
68- **Never update HubSpot deal stages automatically.**
69 
70## Output
71 
72Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send.
73 
74Alongside the chat summary — never replacing it — render the list as a CALL SHEET artifact using the house style (`../../shared/artifact-style.md`): something the owner prints and works from while dialing. Print-friendly rows, one per lead, each with the call goal and two or three short talking points, plus a blank outcome line to scribble on. This is a work sheet, not a dashboard — no stat tiles, no charts.
75 
76## Closing offer
77 
78Close with one line on what got built, then the single most relevant next step with its trigger phrase — usually "write this outreach" (`outreach-composer`) for the leads that need email instead of a call. Up to two others: "fill my funnel" (`/grow-pipeline`) or "update the CRM" (`crm-autopilot`). Max three, and skip anything the owner declined earlier this session.
79 
80## Using a tool that isn't listed
81 
82The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer `build-connector` — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
83 
View all files on GitHub →

Details

Updated
Sep 23, 2026
License
Apache-2.0
Stars on the repo
★ 25,507
Checked
Source
anthropics/knowledge-work-plugins ↗
Creator
anthropics · 35 listings
View creator

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