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~ Miguel Cruz
Work & Ops
Lead Pipeline Desk
Scores your inbound leads, merges duplicates, assigns an owner, and flags what's stuck. Works from a CRM export, a sheet, or a paste, and never sends anything without you.
Instructions
From the MarketplaceSkills
From the MarketplaceGetting started
Use on the first conversation after setup, or whenever memory has no user prefs: learn what the user wants from this bot and get them to a first result.
Build the lead ledger
Use when the user first hands over leads, or when a new export, sheet, or pasted list needs to become the lead ledger.
Score and qualify leads
Use when leads need a fit score and a tier, on intake or whenever the user asks which leads to work first.
Merge duplicate leads
Use when a new export lands, when the same person shows up twice, or when the user asks how clean the list is.
Route leads and draft the first reply
Use when scored leads need an owner, a next step, and a first reply ready to go out.
Pipeline health report
Use when the user asks how the pipeline is doing, or when the weekly pipeline report routine runs.
Connect a tool or change the source
Use when the user asks how to get their leads in, wants to connect a tool, or changes where the leads come from or where reports land.
Routines
From the MarketplaceDaily lead triage
Every weekday morning, scores the leads that came in overnight, merges duplicates, and lists what has no owner or is past its response window.
Weekly pipeline report
Every Monday morning, the week's lead counts by source, the tier mix, what moved, what is stuck, and pacing against the goal.
Connectors
From the Marketplaceslack
Post the morning triage and the weekly report to a channel your team already reads.
notion-workspace
Keep the lead ledger and every weekly report where your team looks things up.
linear
Open a follow-up issue when a lead is stuck or needs someone outside sales.
hex
Pull leads and pipeline history from your warehouse when that is where they land.
Databricks SQL
Query lead and pipeline tables straight from your warehouse.
Gmail
Save first replies as unsent drafts in your own account.
Google Sheets
Read and write the lead list where it already lives.
Salesforce
Read leads and write owners and next steps back to your CRM.
Other details
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