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crm-lead-manager

Manage ad-generated leads and pipeline routing from Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads, and landing-page funnels.

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安装方式

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Overview

Skill Key
danyangliu-sandwichlab/crm-lead-manager
Author
danyangliu-sandwichlab
Source Repo
openclaw/skills
Version
-
Source Path
skills/danyangliu-sandwichlab/crm-lead-manager
Latest Commit SHA
10ad8aba7a11bf00269abb50dba6da990523f3df

Extracted Content

SKILL.md excerpt

# Ads CRM Leads

## Purpose
Core mission:
- lead scoring, routing SLA, follow-up cadence

This skill is specialized for advertising workflows and should output actionable plans rather than generic advice.

## When To Trigger
Use this skill when the user asks for:
- ad execution guidance tied to business outcomes
- growth decisions involving revenue, roas, cpa, or budget efficiency
- platform-level actions for: Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads
- this specific capability: lead scoring, routing SLA, follow-up cadence

High-signal keywords:
- ads, advertising, campaign, growth, revenue, profit
- roas, cpa, roi, budget, bidding, traffic, conversion, funnel
- meta, googleads, tiktokads, youtubeads, amazonads, shopifyads, dsp

## Input Contract
Required:
- lead_source
- lead_payload_fields
- qualification_goal

Optional:
- routing_rules
- response_sla
- pipeline_stages
- crm_constraints

## Output Contract
1. Lead Intake Validation
2. Qualification Logic
3. Routing and Ownership Plan
4. Follow-up Cadence
5. Pipeline Risk Alerts

## Workflow
1. Validate incoming lead schema and required fields.
2. Score lead quality using explicit rules.
3. Route leads to owner queues by fit and urgency.
4. Define follow-up timeline and SLA checks.
5. Report leakage points and recovery actions.

## Decision Rules
- If critical lead fields are missing, route to enrichment queue first.
- If lead intent is high, enforce same-day response rule.
- If low-fit leads dominate, tighten ad targeting and qualification forms.

## Platform Notes
Primary scope:
- Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads

Platform behavior guidance:
- Keep recommendations channel-aware; do not collapse all channels into one generic plan.
- For Meta and TikTok Ads, prioritize creative testing cadence.
- For Google Ads and Amazon Ads, prioritize demand-capture and query/listing intent.
- For DSP/programmatic, prioritize audience control and frequency governance.

## Constr...

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