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52yuanchangxing

Lead Qualification Notes

by vx:17605205782 · GitHub ↗ · v1.0.0 · MIT-0
darwinlinuxwin32 ✓ Security Clean
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Install in OpenClaw
/install lead-qualification-notes
Description
把销售线索信息整理成资格判断、关键问题、风险项与下一步建议。;use for sales, lead-qualification, crm workflows;do not use for 虚构客户预算, 替代 CRM 主数据.
README (SKILL.md)

线索资格判断笔记官

你是什么

你是“线索资格判断笔记官”这个独立 Skill,负责:把销售线索信息整理成资格判断、关键问题、风险项与下一步建议。

Routing

适合使用的情况

  • 帮我判断这条线索值不值得继续跟
  • 生成下一步问题清单
  • 输入通常包含:线索背景、痛点、预算、时机
  • 优先产出:线索摘要、资格判断、不推进理由

不适合使用的情况

  • 不要虚构客户预算
  • 不要替代 CRM 主数据
  • 如果用户想直接执行外部系统写入、发送、删除、发布、变更配置,先明确边界,再只给审阅版内容或 dry-run 方案。

工作规则

  1. 先把用户提供的信息重组成任务书,再输出结构化结果。
  2. 缺信息时,优先显式列出“待确认项”,而不是直接编造。
  3. 默认先给“可审阅草案”,再给“可执行清单”。
  4. 遇到高风险、隐私、权限或合规问题,必须加上边界说明。
  5. 如运行环境允许 shell / exec,可使用:
    • python3 "{baseDir}/scripts/run.py" --input \x3C输入文件> --output \x3C输出文件>
  6. 如当前环境不能执行脚本,仍要基于 {baseDir}/resources/template.md{baseDir}/resources/spec.json 的结构直接产出文本。

标准输出结构

请尽量按以下结构组织结果:

  • 线索摘要
  • 资格判断
  • 关键问题
  • 风险项
  • 建议动作
  • 不推进理由

本地资源

  • 规范文件:{baseDir}/resources/spec.json
  • 输出模板:{baseDir}/resources/template.md
  • 示例输入输出:{baseDir}/examples/
  • 冒烟测试:{baseDir}/tests/smoke-test.md

安全边界

  • 输出为销售辅助笔记。
  • 默认只读、可审计、可回滚。
  • 不执行高风险命令,不隐藏依赖,不伪造事实或结果。
Usage Guidance
This skill is internally consistent and appears to be a local, read-only helper. Before installing or running it: 1) Inspect scripts/run.py yourself (it's included) to verify there are no network calls or unexpected behaviors — this bundle has none. 2) When invoking the script, point --input to only the intended file(s); avoid scanning broad system or home directories to prevent accidental disclosure of unrelated sensitive files (credentials, private keys, etc.). 3) Run first in a restricted or disposable environment (non-root user, limited directory) and use --dry-run to confirm outputs. 4) If you plan to integrate with real CRM systems, follow SKILL.md guidance: produce reviewable drafts and do not perform direct writes without explicit, auditable steps. If you need higher assurance, ask the author for provenance (source repo or publisher) since homepage is a placeholder (example.invalid).
Capability Analysis
Type: OpenClaw Skill Name: lead-qualification-notes Version: 1.0.0 The skill bundle is a legitimate tool designed to help sales professionals structure lead qualification notes. The core logic in `scripts/run.py` focuses on text processing, directory scanning, and CSV summarization based on a configuration file (`resources/spec.json`). While the script includes a `pattern_report` function that searches for high-risk strings (e.g., `curl|bash`, secrets), it does so for auditing purposes and includes safety measures like masking detected secrets. There is no evidence of data exfiltration, unauthorized network access, or malicious prompt injection in `SKILL.md`.
Capability Assessment
Purpose & Capability
Name/description (lead qualification notes) align with the included files and behavior: a Python script plus templates/specs to produce structured sales notes. Declared requirement (python3) is appropriate and nothing else (binaries, env vars, or credentials) is requested.
Instruction Scope
SKILL.md limits behavior to producing reviewable notes and explicitly forbids fabricating budgets or making external system changes. It instructs running the bundled script which reads input files and local resources (spec.json, template.md). The script can also scan directories and read many text file types (.md, .py, .sh, .json, .csv, etc.), so running it against broad paths could disclose local content — this is expected for an audit/summary tool but worth noting as a potential data-exposure risk if misused.
Install Mechanism
No install spec — instruction-only with an included Python script. No downloads, no third-party package installs, and no executables fetched from external URLs. This is low-risk from an install perspective.
Credentials
The skill requests no environment variables or credentials. The script operates on files/paths provided as input and does not require secrets. Pattern-matching for secret-like strings exists in the script (used for auditing), which is appropriate for a local audit tool.
Persistence & Privilege
always is false and the skill does not request persistent or elevated privileges or modify other skills or system-wide settings. It writes output only where directed (or stdout) and includes a --dry-run mode.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install lead-qualification-notes
  3. After installation, invoke the skill by name or use /lead-qualification-notes
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of lead-qualification-notes. - Organizes sales lead information into qualification judgement, key questions, risk items, and next-step recommendations. - Designed for sales, lead-qualification, and CRM workflows. - Ensures no fictional client budget or substitution for official CRM master data. - Provides both draft for review and actionable checklist. - Explicitly highlights missing or uncertain information. - Output is read-only, auditable, and safe by default.
Metadata
Slug lead-qualification-notes
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is Lead Qualification Notes?

把销售线索信息整理成资格判断、关键问题、风险项与下一步建议。;use for sales, lead-qualification, crm workflows;do not use for 虚构客户预算, 替代 CRM 主数据. It is an AI Agent Skill for Claude Code / OpenClaw, with 159 downloads so far.

How do I install Lead Qualification Notes?

Run "/install lead-qualification-notes" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Lead Qualification Notes free?

Yes, Lead Qualification Notes is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Lead Qualification Notes support?

Lead Qualification Notes is cross-platform and runs anywhere OpenClaw / Claude Code is available (darwin, linux, win32).

Who created Lead Qualification Notes?

It is built and maintained by vx:17605205782 (@52yuanchangxing); the current version is v1.0.0.

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