small-business/skills/call-list/SKILL.md
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
npx skillsauth add anthropics/knowledge-work-plugins call-listInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Run the lead prioritization. Scan the pipeline, rank by urgency and opportunity, pull relevant email context, and get the owner ready to make calls.
Parse arguments:
--n (default: 5) — number of leads to surface (1–10)--date (default: today) — date to build the call list for (YYYY-MM-DD)Using the lead-triage skill workflow:
Rank all scored leads and select the top --n. For ties, prefer leads with unanswered inbound signals.
For each selected lead, produce a call card:
{Rank}. {Contact Name} — {Company}
Deal: ${amount} | Stage: {stage} | Last contact: {X days ago}
Signal: {most recent activity}
TALKING POINTS
• {point from email/deal context}
• {point from email/deal context}
• {open question to ask}
GOAL FOR THIS CALL: {one sentence — advance to next stage / re-engage / close}
For each lead on the list, offer to block 20 minutes on the owner's calendar for the target date.
Show the proposed calendar entries:
{time slot} — Call: {Contact Name} ({Company})
Wait for owner to confirm which calls to block before creating calendar events.
For any lead that has an unanswered email older than 3 days, draft a brief follow-up:
Subject: Re: {thread subject}
Hi {first name},
{One sentence referencing prior conversation}. {One sentence with a clear next step or question}.
{Sign-off}
If HubSpot is unreachable, stop and tell the owner — lead scoring requires CRM data. If Mail is unreachable, skip Steps 3-4 (email context and follow-ups) and note "Mail not connected — email context and follow-up drafts skipped" in output. If Google Calendar is unreachable, skip calendar blocking and note it.
Present the ranked call list with talk tracks. Then show proposed calendar blocks and ask for confirmation. Then show follow-up drafts and ask which to send.
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.