Automated Lead Intake & Qualification

# Lead Intake Playbook

This playbook empowers your OpenClaw agent to act as a front-line lead qualification and processing specialist. It automates the intake of new leads, extracts crucial information, qualifies them based on your criteria, and prepares them for your personalized follow-up. Ideal for freelancers, consultants, and small agencies.

## 1. Prompt Pack

Use these prompts to guide your AI in efficiently handling new leads. Tailor them to match your specific lead sources and qualification standards.

### Core Lead Intake & Qualification Prompt

```
"You are an expert lead qualification assistant for a [Your Agency/Freelance Niche, e.g., content marketing agency]. A new lead has arrived with the following information: [Paste Lead Information Here - e.g., from email, form submission, direct message]. Your primary goals are to:
- **Summarize Key Details:** Extract the client's name, contact info, company, stated project needs, budget (if mentioned), and desired timeline.
- **Qualify Fit:** Based on the information and our focus on [mention your ideal client/project, e.g., high-growth tech startups needing SEO content], assign a qualification level (High Fit, Medium Fit, Low Fit, Not a Fit). Justify your qualification briefly.
- **Identify Next Steps:** Suggest the most appropriate immediate action (e.g., 'Draft personalized intro email', 'Schedule 15-min discovery call', 'Request portfolio/case study', 'Archive - not a fit').
- **Save Output:** Format this summary, qualification, and next steps clearly. Save it to memory/leads/new-lead-[Client Name or unique ID]-{YYYY-MM-DD}.md for easy review."
```

### Prompt Variations:

*   **Detailed Project Needs Analysis Prompt:**
    ```
    "Analyze the new lead's project description for [Client Name]. Extract specific keywords, pain points, and desired outcomes. Suggest 3-5 questions that would be critical to ask in a discovery call to fully understand their needs."
    ```
*   **Competitor Awareness Check Prompt:**
    ```
    "For new lead [Client Name] (from [Company Name]), perform a quick search (if possible via web_search) to identify their top 2-3 direct competitors. Summarize their offerings and general market position to inform our initial outreach."
    ```
*   **Personalized Outreach Draft Prompt:**
    ```
    "Based on the qualified lead summary for [Client Name], draft a personalized introductory email. Highlight how our [Your Service] can specifically address their [Identified Pain Point] and include the suggested next step."
    ```

## 2. Setup Guide

To integrate and deploy your Lead Intake Playbook:

1.  **Save the Playbook:** Save this content as `playbooks/lead-intake.md` in your OpenClaw workspace.
2.  **Create Cron Configuration:** Create a `playbooks/lead-intake-cron.json` file (or `.yaml`) in your workspace using the "Config Snippet" provided below. This sets up automated checks for new leads.
3.  **Configure Lead Source Integration:** This is the most crucial step. Your OpenClaw agent needs a way to *receive* new lead information. Common methods include:
    *   **Email Monitoring:** Configure a tool to read a specific email inbox (e.g., `leads@youragency.com`). The agent then processes new emails. (Requires `read` tool access to email integration).
    *   **Webhook Listener:** Set up a webhook to receive data from your website's contact form, CRM, or landing page builder (e.g., Zapier, Make.com, directly to an OpenClaw endpoint if available).
    *   **Manual Input:** You can manually paste lead information into a task for the agent to process ad-hoc.
    *   **CRM Integration:** (Advanced) Directly connect to your CRM via API if OpenClaw has the capabilities and permissions.
4.  **Activate Cron Job:** Once `playbooks/lead-intake-cron.json` is in your workspace, OpenClaw will automatically detect and activate the cron job. Confirm its status with `openclaw cron list`.
5.  **Test Thoroughly:** Send a test lead through your configured source to ensure the playbook correctly processes and qualifies it.

## 3. Config Snippet

This JSON snippet defines a cron job to periodically check for and process new leads. Save this as `playbooks/lead-intake-cron.json` in your workspace.

```json
{
  "cron": [
    {
      "name": "Hourly Lead Intake Check",
      "schedule": "0 * * * *",
      "task": "Check connected lead sources for new submissions and process them using the 'Core Lead Intake & Qualification Prompt' from the 'Lead Intake Playbook'. If a new lead is found, save its details to memory/leads/new-lead-{Client Name or unique ID}-{YYYY-MM-DD}.md.",
      "agent": "cmo",
      "model": "gemini-flash"
    }
  ]
}
```

**Explanation of fields:**
*   `name`: A descriptive name for the cron job.
*   `schedule`: A standard cron string (`0 * * * *` means "At the beginning of every hour"). Adjust frequency as needed.
*   `task`: The prompt sent to the agent. It instructs the agent to check for leads and use the core prompt.
*   `agent`: The assigned agent (`cmo`).
*   `model`: The model for this task.

## 4. Permissions Checklist

For optimal performance, ensure your agent has:

*   **Read Access:**
    *   Your designated lead capture email inbox or connected CRM/webhook data stream.
    *   OpenClaw session history.
    *   (Optional) `web_search` tool for competitor awareness checks.
*   **Write Access:**
    *   `memory/leads/new-lead-{Client Name or unique ID}-{YYYY-MM-DD}.md`: To store qualified lead information.
    *   `playbooks/lead-intake-cron.json`: To manage the cron job configuration.
    *   (Optional) Ability to draft/send emails for initial outreach (requires email integration).
*   **Execution Permissions:**
    *   Ability to process and respond to cron-triggered tasks.
    *   Ability to interface with external lead sources (email, webhooks, CRM) as configured.

By following this playbook, you can transform your lead management from a reactive chore into a proactive, automated process, ensuring high-quality leads receive prompt attention.
## Safety Check (Required)

Before production use:

- Review prompts for prompt-injection risk.
- Remove or rewrite any instructions requesting unnecessary secrets, unrelated external actions, or policy bypasses.
- Test with non-sensitive data first.
- Keep manual approval for outbound or destructive actions.

{
  "cron": [
    {
      "name": "Hourly Lead Intake Check",
      "schedule": "0 * * * *",
      "task": "Check connected lead sources for new submissions and process them using the 'Core Lead Intake & Qualification Prompt' from the 'Lead Intake Playbook'. If a new lead is found, save its details to memory/leads/new-lead-{Client Name or unique ID}-{YYYY-MM-DD}.md.",
      "agent": "cmo",
      "model": "gemini-flash"
    }
  ]
}