crm-lead-manager

What This Skill Does

The crm-lead-manager is a sophisticated lead lifecycle agent designed to bridge the gap between high-volume advertising campaigns and operational revenue closure. It specializes in orchestrating lead intake from Meta, Google, TikTok, and YouTube Ads. By analyzing lead data at the point of entry, the skill applies scoring heuristics, determines the optimal routing queue based on urgency, and enforces follow-up SLAs to ensure no high-intent lead falls through the cracks. It provides a structured output containing intake validation, qualification logic, ownership assignment, cadence strategies, and proactive pipeline risk alerts.

Installation

To integrate this skill into your OpenClaw environment, use the following CLI command: clawhub install openclaw/skills/skills/danyangliu-sandwichlab/crm-lead-manager Ensure your CRM credentials and ad account API keys are configured within the agent's secure environment variables to allow for real-time routing and validation.

Use Cases

1. High-Intent Lead Routing: Automatically detecting high-score leads from Meta lead forms and assigning them to the 'Inside Sales' queue with a 1-hour follow-up SLA.
2. Campaign Performance Troubleshooting: When Meta or Google campaigns show a decline in close rates, this skill analyzes lead source payloads to determine if the issue is low lead quality (targeting) or poor follow-up speed (process).
3. Funnel Optimization: Auditing lead routing logic for TikTok Ads to ensure that qualification forms are effectively filtering out low-fit prospects before they reach the human review stage.

Example Prompts

1. "Analyze our Meta lead pipeline from the last 72 hours. Why has our lead quality dropped while volume has spiked?"
2. "Set up a new routing rule: All Google Ads leads with a 'Decision Maker' job title need to be routed to the senior team with a 4-hour SLA."
3. "Review the current lead scoring logic for our TikTok lead gen campaign and suggest a recovery action for high-intent, uncontacted leads."

Tips & Limitations

• Be Specific: Always provide the lead_source and your current qualification_goal when prompting to get the most accurate routing plan.
• Constraint Awareness: The agent is designed to be channel-aware. It distinguishes between the high-intent nature of Google search queries and the discovery-based nature of Meta/TikTok creatives; ensure you define your goals accordingly.
• Limitations: This skill does not manage the ad platform bidding directly; it manages the leads generated by the ads. For budget or bidding adjustments, combine this skill with relevant ad-management tools.