From file to useful result
How to ask with this skill installed
Installing the skill gives your AI a method. Your request still has to provide the case-specific facts, constraints and expected output.
1Name the real task
Describe the decision or deliverable, not just the topic.
2Provide the evidence
Add source material, audience, limits and known facts.
3Define done
Set format, quality criteria and checks.
Source example
Replace the brackets with your case
When to use it
- A new lead submits a website form — Score and route within 2 hours of submission
- A walk-in prospect visits the gym — Score on the spot to determine same-day follow-up intensity
- A referral lead comes in from an existing member — Treat as Hot immediately; personal outreach within 2 hours
- A lead downloads a trial pass or class voucher — Trigger the trial-to-membership sequence and qualify at trial attendance
- A marketing campaign generates a batch of leads — Score the entire batch and produce a daily call priority list
- Sales staff need their morning routing list — Pull all unconverted Hot and Warm leads from the last 7 days, sorted by score
- Re-qualifying dormant leads — Rescore leads who haven't converted after 14 days; life-event triggers (mentioned January, holiday, wedding) dramatically increase their score
Mistakes to avoid
- Scoring without a phone number — A lead without a phone number cannot be called same-day. Treat a phone number as a required field at point of data collection. If the only contact is an email, assign them to email nurture rather than the Hot/Warm pipeline.
- Treating all Instagram ad leads as Hot — Instagram leads who filled out a form because the ad caught their eye while scrolling are typically Cool tier. They saw your ad, not a specific solution to their problem. Qualify them properly before routing to sales.
- Ignoring the urgency driver — "I want to start after the summer" and "I want to start next Monday" should live in completely different parts of your funnel. Urgency drives conversion probability more than any other factor. If they have a time-bound event, always route them to a same-week appointment.
- Scoring once and forgetting — A Cold lead at Day 0 can become a Hot lead if they have a triggering life event (New Year resolution, post-holiday, doctor's recommendation). Re-score every lead at Day 14 and Day 30.
- Not training staff on the outreach scripts — Sending a Hot lead to a staff member who uses a generic "are you interested in joining?" opening destroys conversion. Scripts must be goal-specific and urgency-driven.
- Failing to record the source channel — If you don't know where a lead came from, you can't calculate CAC by channel or optimise your marketing spend. The source field is non-negotiable.