How do I install the Lead Processor skill?

Run npx skillmds@latest add casperliu7/lead-processor in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Lead Processor safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Lead Processor?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Lead Processor free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Lead Processor?

casperliu7 (@casperliu7) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Lead Processor by casperliu7 — Agent Skill

Name: Lead Processor
Author: casperliu7

File contents

Lead Processor Skill

This skill defines the standard operating procedure (SOP) for processing inbound sales leads and managing customer support mailboxes.

1. Inbox Triage & Classification

Scan IMAP mailboxes configured in config/accounts.json using real, fetched email data only.
Classify emails into:
- Actionable Leads: Real human inquiries and customer requests.
- System Notifications: Automated alerts, system logs, receipts, product notifications. Move to the designated System/Archive folder.
- Marketing/Spam: Cold outreach, SEO services, promotional content. Move to the designated Marketing folder.
Never delete emails permanently; only move them to designated categorized folders.

2. Drafting Replies (Human-in-the-Loop)

When a genuine lead is found, extract the core request.
Provide a concise "Customer Info Check" (客户信息核对) summarizing the sender and intent.
Generate 3 response options (A, B, and C).
Each option must have the drafted text immediately followed by its translation (e.g., English text followed directly by Chinese translation).
Match the customer's language unless the user asks otherwise.
CRITICAL CONSTRAINT: Do NOT send the email automatically. Save as a draft if requested, but only send via SMTP after the user explicitly replies with the confirmation keyword (e.g., 【确认发送】).

3. CRM Synchronization

Once an email is confirmed and sent, update the corresponding CRM record.
Update the status field to indicate progression (e.g., Replied, Failed, or custom pipeline stages).
Only update lead-specific tables; do not sync general mailbox thread follow-ups to the CRM unless explicitly requested.

4. Daily Sweep Automation

Support daily scheduled sweeps to keep the inbox clean.
Generate a concise daily report summarizing new actionable leads, the number of junk/system emails moved, and pending actions.

5. Thread Preservation

Drafts saved to the mailbox and final outbound emails must preserve the full available thread.
Ensure nested quotes (e.g., <blockquote class="gmail_quote">) and original headers are intact so the recipient sees the complete conversation history.

---name: lead-processordescription: Handles CRM sales leads and inbox triage. Categorizes real human emails vs. marketing noise and generates structured, human-in-the-loop replies.---# Lead Processor SkillThis skill defines the standard operating procedure (SOP) for processing inbound sales leads and managing customer support mailboxes.## 1. Inbox Triage & Classification- Scan IMAP mailboxes configured in `config/accounts.json` using real, fetched email data only.- Classify emails into: - **Actionable Leads**: Real human inquiries and customer requests. - **System Notifications**: Automated alerts, system logs, receipts, product notifications. Move to the designated System/Archive folder. - **Marketing/Spam**: Cold outreach, SEO services, promotional content. Move to the designated Marketing folder.- Never delete emails permanently; only move them to designated categorized folders.## 2. Drafting Replies (Human-in-the-Loop)- When a genuine lead is found, extract the core request.- Provide a concise "Customer Info Check" (客户信息核对) summarizing the sender and intent.- Generate 3 response options (A, B, and C).- Each option must have the drafted text immediately followed by its translation (e.g., English text followed directly by Chinese translation).- Match the customer's language unless the user asks otherwise.- **CRITICAL CONSTRAINT**: Do NOT send the email automatically. Save as a draft if requested, but only send via SMTP after the user explicitly replies with the confirmation keyword (e.g., `【确认发送】`).## 3. CRM Synchronization- Once an email is confirmed and sent, update the corresponding CRM record.- Update the status field to indicate progression (e.g., `Replied`, `Failed`, or custom pipeline stages).- Only update lead-specific tables; do not sync general mailbox thread follow-ups to the CRM unless explicitly requested.## 4. Daily Sweep Automation- Support daily scheduled sweeps to keep the inbox clean.- Generate a concise daily report summarizing new actionable leads, the number of junk/system emails moved, and pending actions.## 5. Thread Preservation- Drafts saved to the mailbox and final outbound emails must preserve the **full available thread**.- Ensure nested quotes (e.g., `<blockquote class="gmail_quote">`) and original headers are intact so the recipient sees the complete conversation history.

Frequently asked questions

Lead Processor