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lead-manager-coach

Skill22 starsChanged 53 days agoMITView on GitHub

Pull lead-management follow-up and qualification calls from your SmrtPhone account, transcribe with real tonality notes, and grade them against the DataSift lead manager rubric - qualifying questions (condition, timeline, motivation, price), 4 pillars, roadblocks, objection handling, next-action discipline. Produces per-call coaching reports, scorecards, and an Excel workbook. Use when asked to review lead manager calls, follow-up call quality, or qualification call coaching.

  • Reads credentials

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 1 is distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Read references/rubric.md fully (gate, short-call rule, auto-fails, 5 categories weighted 10/30/20/20/20, anchors, templates, the required …

    line 34
  2. Distinctive:

    Read the whole transcript once.

    line 37

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Lead Manager Coach

Grades lead-management calls (follow-ups, qualification, nurture touches, revivals) against the DataSift Lead Manager playbook. Same pipeline as the cold-call-coach skill; this skill applies the lead-management rubric to calls the triage step classified as lead_management.

Requirements, setup, and costs

Identical to the cold-call-coach skill (same scripts, same session, same .env): python scripts/smrtphone_login.py once, OPENROUTER_API_KEY in .env, optional roster.json. Transcription costs about $0.002 per audio minute.

Pipeline

python scripts/pull_calls.py --min-seconds 60 --days 7
python scripts/transcribe.py

Then take the lead_management group with worth_grading: true from output/call_coaching/review_queue.json. Transcripts live at output/call_coaching/transcripts/{call_id}.md and include a DELIVERY SUMMARY with real audio observations plus a label check line.

Grading procedure

  1. Read references/rubric.md fully (gate, short-call rule, auto-fails, 5 categories weighted 10/30/20/20/20, anchors, templates, the required SCORES JSON footer).
  2. Read the whole transcript once; verify AGENT/SELLER labels by content; route full vs short (short = a decline inside ~30 seconds; doubt resolves to full).
  3. Score criterion by criterion against the 0/3/5 anchors (quote required), write one report per call to output/call_coaching/reports/lead_management/{call_id}_{caller}.md with the CRITERION SCORES table and SCORES JSON footer, then a per-caller scorecard.
  4. Export: python scripts/export_excel.py --dir output/call_coaching/reports/lead_management

Grading quality protocol (mandatory verify pass)

Same as cold-call-coach: verbatim quotes only, evidence per criterion, N/A discipline with listed redistribution, math that foots exactly with a matching JSON footer, call-audible content only, and full vs short calls never ranked in one column.

Failure modes

Session expired: re-run python scripts/smrtphone_login.py. Key error: set OPENROUTER_API_KEY in .env. A call misclassified between cold_call and lead_management: trust your read of the transcript, note the reroute.

Related

First-touch dials: cold-call-coach. Offer/negotiation calls: closer-coach. This skill grades call QUALITY only; CRM hygiene is never part of the score.

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