Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Inbound lead triage and scoring v1.0.0

Use this resource to triage and prioritize inbound leads

New

  • 446 downloads
  • 223 likes
  • 159 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install lead-triage-scoring

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 compares each lead with your ideal customer profile, rates its intent (source, message specificity, past contact, trigger) and assigns a P0, P1, P2 priority or a disqualification. You get a ranked table, the reasoning behind each score and the recommended next action with its response time.

Mostly picked by

Updated November 2, 2026

Table of leads ranked by P0, P1, P2 priority with fit and intent scores.

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

Similar resources

View all

What you get

  • SKILL.md: the six-step triage method
  • A fit grid (industry, size, title, disqualifiers)
  • An intent grid and P0, P1, P2, DQ priority rules
  • An output format with action and response time per lead

Good fit for

  • You get form requests and want to know which to handle first
  • You have a prospect list to rank before a campaign
  • You want consistent qualification even without a CRM

Not for

  • Writing the outreach messages themselves
  • Processing leads automatically with no human review

Tags

  • leads
  • qualification
  • prospecting
  • priorities
  • sales

About

You say

"Triage the leads in this file: my ideal customer is an agency of 5 to 50 people. Rank them by priority."

Table of leads ranked by P0, P1, P2 priority with fit and intent scores.

Skill published by Anthropic under the Apache-2.0 license.

Show more

Prerequisites

You bring
The lead details (pasted or in a spreadsheet) and Your ideal customer profile and disqualifiers

How to use it

  1. Paste the lead or upload your list
  2. State your ideal customer and disqualifiers
  3. Review the ranked table and start the first contacts

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md10.3 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/lead-triage
Licence
Apache-2.0

Notice

Version modifiée de « lead-triage » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

User reviews

–

No ratings yet

Loading reviews…

Delete your review?

Your rating and comment will be removed from the page.

Frequently asked questions

Do I need a CRM?

No. Connectors (CRM, email, enrichment) are optional: you can paste the lead details or upload a spreadsheet, and the skill states what it could not verify.

What about record updates?

It only reads and proposes changes as text. It mentions sibling skills (update-opportunity, log-activity) to apply them, but the triage works without them.