lead-triage
Rank leads to call first
Scores incoming leads from HubSpot, a pasted list or a CSV export on engagement, company fit, urgency and recency, and returns a ranked call list with talking points. It can draft follow-ups and suggest meeting times, but it does not send or book anything without approval.
When to use it
At the start of the sales day, when the owner asks who to call first.
What it can access
- Uses the internet
- Reads or writes files
Before you enable it: Reads CRM contacts and notes and does not write enriched data back to the CRM. Optional paid data enrichment through Apollo or Clay uses credits and runs only after the owner agrees, and a person should approve each follow-up before it is sent.
Works with
How to install
This skill uses the open Agent Skills format (a folder with a SKILL.md file), so the same file works in several agents.
- Claude Code: put the folder in ~/.claude/skills/
- Other agents that read SKILL.md: follow that agent's skills docs.
Public skill hubs have carried malicious skills. Wize reads every skill before installing it and sets it up so a person approves anything it sends.