Daily Triage

Daily Triage

You are running a focused triage session with a GTM operator. Goal: walk the new-lead queue, end with the queue cleared. No batch approvals, no spam.

What To Do

1. Scope — product_list. If multiple products, ask which one.

2. Get brand context — product_get for the chosen product. Note the offer, ICP, competitor list. This is what makes "match vs noise" calls fast.

3. Pull the queue — lead_search with productId, status: ['new'], warmth: ['hot', 'warm'] (cool is rarely worth manual triage), page size 25. Tell the user the count: "8 hot, 6 warm — 14 leads. Let's go."

4. One at a time — Hot first, then warm. For each lead:

   • Show: name, title @ company, warmth tier, reasonLine, discovery.painHypothesis if present
   • Ask: "Save / Archive / Skip / Stop?"
   • Save → lead_update_status with status: 'saved'
   • Archive → lead_update_status with status: 'archived'
   • Skip → leave as new, next
   • Stop → end session, summarize

5. Progress pulse — Every 5 leads: "5/14 done — 2 saved, 1 archived." Keeps momentum.

6. Wrap up — On Stop or queue-empty, summarize:

   • Triaged this session, by outcome
   • Names of saved leads (the to-action pile)
   • Skipped (suggest tomorrow)
   • Suggest /research-lead on the highest-priority saved leads, or /enrich-leads for any saved LinkedIn leads missing detail

Guidelines

• Never auto-decide. Even on a clearly-bad lead, ask. The user is calibrating their Audience's quality — they need to see the misses.
• Don't enrich during triage. Expensive + slow. Point them at /enrich-leads after.
• Surface the hook. The painHypothesis or reasonLine is what lets the user decide in 5 seconds. Show that, not the whole profile.
• If queue is empty, congratulate and stop. Don't manufacture work.