Run a live test
- Submit the form like a real lead.
- Call the tracking number from a mobile phone.
- Write down each place the lead appears.
Growth skill
Lead Follow-Up Gap Check
Trace one new lead from form or call to CRM, task, reply, and booked next step.
When to use it
Run this when the system feels noisy.
Fewer missed leads and a clearer handoff from marketing to sales.
New leads arrive, but replies are slow.
The CRM has unclear stages.
The team copies lead data by hand.
Booked calls are not tied back to source.
Checklist
Check the path before adding more tools.
- Submit a test lead from each main landing page.
- Confirm the CRM record appears with source data.
- Check that the owner or team gets an alert.
- Check that a task or next step is created.
- Review the first reply for clarity and speed.
- Confirm booked calls can be traced to the original source.
Walkthrough
A simple way to run the skill.
This is the operating path before any deeper build work starts.
Find missing handoffs
- Check the CRM source field.
- Check the owner alert.
- Check the first reply and task.
Close the gap
- Add one automation where a person copies data.
- Add one required next step in the CRM.
- Review the handoff again in 7 days.
Source skills
Open the source behind this checklist.
Use the install command, repo, marketplace page, or local source path before running the workflow.
Source repoInstalled hereInstall command
page-cro
Research the market, shape the offer, prepare the work, and decide what matters next.
Install
npx skills add coreyhaines31/marketingskills --skill page-croSource path
~/.agents/skills/page-cro/SKILL.mdSource repoInstalled hereInstall command
copywriting
Research the market, shape the offer, prepare the work, and decide what matters next.
Install
npx skills add coreyhaines31/marketingskills --skill copywritingSource path
~/.agents/skills/copywriting/SKILL.mdRelated stack
Tools that help run this skill.
LeadSimple
Use it when a property management or local service team needs cleaner lead stages and follow-up.
Apollo
Use it for B2B account and contact data before enrichment, outbound, or CRM cleanup.
GA4
Use it as the baseline view for traffic, events, and landing page behavior.
Zapier
Use it for simple form, CRM, calendar, and alert handoffs when speed matters.