agentsclimarketplace

Lead handoff

Skill bobmmao/agent-workflow-skills/skills/growth/lead-handoff

Open-source agent workflow skills and governance templates

Install
npx -y skills add bobmmao/agent-workflow-skills --skill lead-handoff

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Validate qualified distributor leads and write them into the shared approved_leads.jsonl handoff file for the sales agent

SKILL.md

1.6 KB, as published. Nobody here has run it

Use this skill when a lead has already been qualified and is ready for sales outreach.

Shared file:

  • ~/.openclaw/shared/leads/approved_leads.jsonl

Write command:

  • ~/.openclaw/workspace-crm/bin/lead_append_approved <json_file>
  • or pipe JSON directly into ~/.openclaw/workspace-crm/bin/lead_append_approved -

Accepted input:

  • one JSON object
  • a JSON array
  • JSONL

Minimum required fields:

  • company
  • contact_name
  • email

Recommended fields:

  • country
  • title
  • website
  • notes
  • source

Approval rules:

  • Only write leads that clearly passed qualification
  • The lead should be a real distributor, wholesaler, importer, retailer, marketplace seller, brand owner, or other plausible B2B channel partner
  • The lead must contain a real company identity and a usable business email or direct contact email
  • Do not write generic marketing agencies, SEO sellers, link builders, lead generation services, fake directories, or incomplete contacts
  • Do not write leads with missing recipient name or missing email
  • Do not write duplicates intentionally; the helper already deduplicates by email
  • Prefer concise notes describing why the lead passed

Suggested workflow:

  1. Build a JSON object with the approved lead fields
  2. Save it to a temp file
  3. Run ~/.openclaw/workspace-crm/bin/lead_append_approved <temp_file>
  4. Read the JSON result and confirm whether the lead was added or skipped

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