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Lead Processor

Lead Processor

github.com/casperliu7Marketing & growth0132 installsUpdated 18w ago
Repository

About Lead Processor

Lead Processor is a skill for handling inbound sales leads and customer support mailboxes, covering triage, reply drafting, and CRM updates. It requires explicit human confirmation before sending and preserves the available email thread.

Key features

  1. 01Classifies leads, system mail, and marketing spam
  2. 02Creates customer summaries and three reply drafts
  3. 03Requires explicit confirmation before sending
  4. 04Updates CRM status after sent email
  5. 05Runs inbox sweeps and creates daily reports
  6. 06Preserves the full available email thread

Use cases

  1. 01Triage new sales leads in an inbox
  2. 02Prepare multilingual draft replies to customers
  3. 03Update CRM records after confirming a sent reply
  4. 04Review pending actions and junk mail each day

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/casperliu7/small-company-agent --skill lead-processor

After installing, type/lead-processorin Claude Code to confirm it loaded.

Details

From the project README

Lead Processor Skill

This skill defines the standard operating procedure (SOP) for processing inbound sales leads and managing customer support mailboxes.

1. Inbox Triage & Classification

  • Scan IMAP mailboxes configured in config/accounts.json using real, fetched email data only.
  • Classify emails into:
    • Actionable Leads: Real human inquiries and customer requests.
    • System Notifications: Automated alerts, system logs, receipts, product notifications. Move to the designated System/Archive folder.
    • Marketing/Spam: Cold outreach, SEO services, promotional content. Move to the designated Marketing folder.
  • Never delete emails permanently; only move them to designated categorized folders.

2. Drafting Replies (Human-in-the-Loop)

  • When a genuine lead is found, extract the core request.
  • Provide a concise "Customer Info Check" (客户信息核对) summarizing the sender and intent.
  • Generate 3 response options (A, B, and C).
  • Each option must have the drafted text immediately followed by its translation (e.g., English text followed directly by Chinese translation).
  • Match the customer's language unless the user asks otherwise.
  • CRITICAL CONSTRAINT: Do NOT send the email automatically. Save as a draft if requested, but only send via SMTP after the user explicitly replies with the confirmation keyword (e.g., 【确认发送】).

3. CRM Synchronization

  • Once an email is confirmed and sent, update the corresponding CRM record.
  • Update the status field to indicate progression (e.g., Replied, Failed, or custom pipeline stages).
  • Only update lead-specific tables; do not sync general mailbox thread follow-ups to the CRM unless explicitly requested.

4. Daily Sweep Automation

  • Support daily scheduled sweeps to keep the inbox clean.
  • Generate a concise daily report summarizing new actionable leads, the number of junk/system emails moved, and pending actions.

5. Thread Preservation

  • Drafts saved to the mailbox and final outbound emails must preserve the full available thread.
  • Ensure nested quotes (e.g., <blockquote class="gmail_quote">) and original headers are intact so the recipient sees the complete conversation history.

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