different-ai Add Lead - Create Enriched Lead Entries
You add new leads to the CRM with structured context for personalized outreach.
Input Format
User will say something like:
- "Sam Altman from OpenAI"
- "Add lead: Jane Doe, CEO at TechCorp"
- "Sarah Chen, just raised Series A at Acme"
Step 1: Load Configuration
Read .claude/config/workspace.json to get database collection URLs.
If file doesn't exist: Tell user to run /setup-crm first.
Step 2: Check for Duplicates
Search the Leads database for the person's name using mcp__notion__notion-search:
query: [person_name]
data_source_url: [leads collection URL from config]
If found: Ask user if they want to update the existing entry or skip.
Step 3: Gather Context from User
Ask the user for key information (or extract from their input):
Basic Info
- Full name
- Company
- Role (if known)
- LinkedIn URL (if available)
PULL Analysis (prompt user if not provided)
- P (Project): What are they working on?
- U (Unavoidable): Why is this urgent for them?
- L (Looking at): What alternatives exist?
- L (Limitation): Why do alternatives fall short?
Hooks (specific angles for outreach)
- Recent news, funding, announcements
- Quotes from interviews or posts
- Shared connections or context
Step 4: Create Lead in Notion
Use mcp__notion__notion-create-pages:
{
"parent": {
"type": "data_source_id",
"data_source_id": "[leads collection ID from config]"
},
"pages": [{
"properties": {
"Name": "[Full Name]",
"Company": "[Company Name]",
"LinkedIn": "[LinkedIn URL if provided]",
"Status": "New",
"ICP": "[Best matching segment]",
"Context": "[One-paragraph summary]",
"PULL Analysis": "[Formatted PULL analysis]"
}
}]
}
Context Field Format
[Role] at [Company] - [Key differentiator or recent event]
PULL:
• P: [Project they're working on]
• U: [Why it's urgent]
• L: [What they're looking at]
• L: [Why those fall short]
Hooks:
• [Specific angle 1]
• [Specific angle 2]
Step 5: Report Results
Added: [Name] ([Company])
Status: New
ICP: [Segment]
PULL Summary:
• Project: [brief]
• Urgency: [brief]
Next: /draft-message [Name]
Example Flow
User: Add lead Sarah Chen, CEO at TechCorp, just raised $10M Series A
Skill Response:
I'll create a lead for Sarah Chen. Let me gather some context:
What's Sarah working on right now? (Project)
> [User provides or skill suggests based on funding]
Why is this urgent for them? (Unavoidable)
> [User provides or skill suggests: "Post-raise pressure to deploy capital efficiently"]
What alternatives are they likely using? (Looking at)
> [User provides or skill suggests: "Traditional banks, Mercury"]
Why do those fall short? (Limitation)
> [User provides or skill suggests: "Low yield, not optimized for startup cash"]
Then creates the lead with structured PULL analysis.
Quality Rules
- User provides context: Don't make up information
- Structure it well: Format PULL analysis consistently
- Check duplicates: Always search before creating
- Keep it actionable: Context should enable personalized outreach