/daily-lead-steward

Maintain a daily review cockpit for high-intent leads and hand-raisers.

BOOST

zapier@zapier

GitHub

From plugin

gtm-cheat-codes

34321 skills

Install

$ npx -y skills add zapier/gtm-cheat-codes --skill daily-lead-steward --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/daily-lead-steward

Context preview

The summary Claude sees to decide when to auto-load this skill.

Maintain a daily review cockpit for high-intent leads and hand-raisers.

SKILL.md

daily-lead-steward.SKILL.md

name: daily-lead-steward
description: Maintain a daily review cockpit for high-intent leads and hand-raisers.

Daily Lead Steward

Use this skill to keep a persistent operating view of high-intent leads, especially hand-raisers and enterprise or large-enterprise MQLs.

Workflow

1. Load the current lead tracker and live CRM state. 2. Identify leads with no meeting, stale follow-up, unclear ownership, or high-value routing concerns. 3. Recommend next actions without acting autonomously. 4. Generate a reviewable dashboard or digest. 5. Update persistent state only after QA.

Zapier MCP And SDK Role

Use Zapier MCP to read live CRM records, tracker state, meeting status, and collaboration context.
Use Zapier SDK for scheduled daily cockpit generation, state tracking, digest creation, and approval-routed updates.
Keep source-of-truth writes and broad posts human-approved.