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Qualifying a lead in a billing transition v1.0.0

Use this resource to qualify a billing-transition lead and prepare an outreach

New

  • 492 downloads
  • 150 likes
  • 226 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install billing-transition-lead-outreach

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent analyses the Salesforce alert, checks Vitally for billing data, users and products, then does a light company research. It recommends an approach and drafts a message suited to the case: startup credits running out or a first invoice of $2,000 or more.

Mostly picked by

Updated November 2, 2026

Card for the “Qualifying a lead in a billing transition” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: steps for analysing the alert, checking Vitally and researching the company
  • references/outreach-hooks-startup-rolloff.md and references/outreach-hooks-first-invoice.md: hooks per case

Good fit for

  • A startup-program customer is reaching the end of their free credits
  • A first invoice of $2,000 or more is expected for a self-serve account

Not for

    Tags

    • billing
    • startup
    • qualification
    • sales

    About

    You say

    “Work this lead: startup program, credits running out in two months, and suggest a message.”

    Card for the “Qualifying a lead in a billing transition” skill

    Skill published by posthog under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to qualify a billing-transition lead and prepare an outreach
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • README.md3.1 KB
    • references/outreach-hooks-first-invoice.md5.8 KB
    • references/outreach-hooks-startup-rolloff.md6.8 KB
    • references/writing-style.md3.2 KB
    • SKILL.md23.3 KB

    Origin and licence

    Listed unmodified

    Author
    posthog
    Source
    github.com/posthog/skills/tree/221bfed4f757a4b7e1826a9573665e1152c4d728/skills/team/new-business-sales/transition-leads
    Licence
    MIT

    Notice

    « posthog-pls-transition-leads » (posthog, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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