daily-lead-steward

$npx mdskill add zapier/gtm-cheat-codes/daily-lead-steward

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

  • Identifies leads needing immediate attention based on CRM state.
  • Deploys Zapier MCP to fetch live data from CRM and collaboration context.
  • Generates recommendations without acting autonomously, focusing on next actions.
  • Creates a reviewable dashboard or digest for users to approve before updating persistent state.

SKILL.md

.github/skills/daily-lead-stewardView on GitHub ↗
---
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.

## Guardrails

- Recommendation-only by default.
- Do not auto-send rep messages.
- Keep the source-of-truth tracker private.

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