/inbound-lead-triage

name: inbound-lead-triage
version: 1.0.0
description: >
  Triages all inbound leads from a given period — demo requests, free trial signups,
  content downloads, webinar registrations, chatbot conversations. Classifies by urgency,
  qualifies against ICP, enriches with context, and produces a prioritized action queue
  with recommended response for each lead. Tool-agnostic — works with any CRM, form tool,
  or lead source.
tags: [lead-generation]

Inbound Lead Triage

Pulls all inbound leads from a specified period, classifies them by source urgency, qualifies against ICP, enriches with company/person context, and produces a prioritized action queue. Turns a messy inbox of form fills into a clear "who to call first" list.

When to Auto-Load

Load this composite when:

• User says "triage my inbound leads", "review new leads", "check demo requests"
• User wants to process a batch of inbound leads from any period
• User asks "who should I follow up with first?"
• A scheduled workflow triggers periodic inbound review

Architecture

[Lead Sources] → Step 1: Collect → Step 2: Classify & Rank → Step 3: Qualify → Step 4: Enrich → Step 5: Route & Respond
                    ↓                    ↓                        ↓                  ↓                    ↓
              Raw lead list      Urgency-ranked list       ICP-scored list    Context-rich list    Action queue + drafts

Each step has a clear input/output contract. Tools are configured once per client, not hardcoded.

---

Step 0: Configuration (Once Per Client)

On first run, ask the user to configure their lead sources and preferences. Save to the current working directory or wherever the user prefers (e.g., `config/inbound-triage.json`).

{
  "lead_sources": {
    "demo_requests": {
      "source_tool": "HubSpot | Salesforce | Typeform | CSV | other",
      "access_method": "API | CSV export | MCP tool | manual paste",
      "fields_available": ["name", "email", "company", "title", "message"]
    },
    "free_trial_signups": {
      "source_tool": "product database | Stripe | CSV | other",
      "access_method": "API | CSV export | manual paste",
      "fields_available": ["name", "email", "company", "signup_date", "plan"]
    },
    "content_downloads": {
      "source_tool": "HubSpot | Marketo | CSV | other",
      "access_method": "API | CSV export | manual paste",
      "fields_available": ["name", "email", "company", "content_title", "download_date"]
    },
    "webinar_registrations": {
      "source_tool": "Zoom | Luma | CSV | other",
      "access_method": "API | CSV export | manual paste",
      "fields_available": ["name", "email", "company", "webinar_title", "attended"]
    },
    "chatbot_conversations": {
      "source_tool": "Intercom | Drift | Crisp | CSV | other",
      "access_method": "API | CSV export | manual paste",
      "fields_available": ["name", "email", "company", "conversation_summary", "intent"]
    }
  },
  "urgency_overrides": {},
  "response_preferences": {
    "demo_request_sla": "< 1 hour",
    "trial_signup_sla": "< 4 hours",
    "default_sla": "< 24 hours"
  },
  "qualification_prompt_path": "path/to/existing/qualification-prompt.md or null"
}

**On subsequent runs:** Load config silently, skip setup.

**If user provides a raw CSV or pastes leads inline:** Skip source config — just classify what's given.

---

Step 1: Collect Leads

Input

• Time period (e.g., "last 24 hours", "this week", "since Monday")
• Lead sources to check (all configured sources by default, or user specifies)

Process

1. Pull leads from each configured source for the specified period 2. Normalize into a common schema regardless of source:

{
  "name": "",
  "email": "",
  "company": "",
  "title": "",           // if available
  "source_type": "",     // demo_request | free_trial | content_download | webinar | chatbot | other
  "source_detail": "",   // which form, which webinar, which content piece
  "timestamp": "",
  "raw_message": "",     // form message, chat transcript, or null
  "raw_fields": {}       // all original fields preserved
}

3. Deduplicate by email — if same person appears in multiple sources, merge into one record with all source types listed (this is a stronger signal)

Output

• Normalized lead list with source classification
• Dedup report: "X leads from Y sources, Z duplicates merged"

Human Checkpoint

Present the collected leads count by source. Ask: "These are the leads I found. Proceed with triage?"

---

Step 2: Classify & Rank by Urgency

Urgency Tier System

Rank every lead into one of four urgency tiers based on their source type and behavioral signals.

**Tier 1 — Respond NOW (< 1 hour SLA)**

• Demo requests (explicit buying intent)
• Chatbot conversations where the prospect asked about pricing, integration, or implementation
• Any lead that mentions a competitor by name
• Any lead that mentions a timeline ("looking to switch by Q2", "evaluating this month")
• Multi-source leads: appeared in 2+ sources (e.g., downloaded content AND requested demo)

**Tier 2 — Respond TODAY (< 4 hours SLA)**

• Free trial signups (active evaluation intent)
• Chatbot conversations with product questions (not pricing)
• Webinar attendees who actually attended (not just registered)
• Content downloads of bottom-funnel content (case studies, ROI calculators, comparison guides, pricing pages)

**Tier 3 — Respond within 24 hours**

• Webinar registrants who did NOT attend
• Content downloads of mid-funnel content (how-to guides, industry reports, templates)
• Free trial signups with personal email domains (gmail, yahoo — lower commercial intent)

**Tier 4 — Batch response / nurture**

• Content downloads of top-funnel content (blog posts, general ebooks, infographics)
• Webinar registrants for broad/educational topics with no other signal
• Any lead where company or title is missing and can't be enriched

Signal Boosters (Move Up One Tier)

• Compa