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Research brief on a lead referred by onboarding v1.0.0

Use this resource to research and qualify a company referred by the onboarding team

New

  • 394 downloads
  • 107 likes
  • 180 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install onboarding-referral-lead-brief

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 researches the company, estimates the likelihood of a monthly spend above $2,000 using a scoring model, and analyses usage and billing in Vitally. It recommends an approach and, if needed, drafts an outreach message.

Mostly picked by

Updated November 2, 2026

Card for the “Research brief on a lead referred by onboarding” skill

Details

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

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What you get

  • SKILL.md: research, scoring, Vitally analysis and recommendation steps
  • references/scoring-model.md: scoring model and references/writing-style.md: writing style

Good fit for

  • The onboarding team hands you an account to take over
  • You need to decide how to approach a fast-growing company

Not for

    Tags

    • onboarding
    • qualification
    • brief
    • sales

    About

    You say

    “Onboarding sent us Acme: build the full brief and suggest an approach.”

    Card for the “Research brief on a lead referred by onboarding” 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 research and qualify a company referred by the onboarding team
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/scoring-model.md8 KB
    • references/writing-style.md3.2 KB
    • SKILL.md32.6 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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