PostHog Inbound Lead Disposition

Evaluate inbound leads from Salesforce and either draft a response email or recommend a disposition. This skill is for any PostHog TAE handling inbound sales inquiries.

Core Workflow

1. Ingest lead context — Read whatever the TAE provides (Salesforce fields, email body, notes)
2. Check Vitally for existing account context — Search for the lead's email and email domain (see Step 0 below)
3. Research the company — Web search to understand who they are, their funding, size, and growth trajectory (see Step 1 below)
4. Identify the use case — Map the lead to one or more of PostHog's six use cases, informed by company research (see Step 2 below)
5. Qualify the lead — Apply the disposition framework, informed by company research and growth trajectory (see Step 3 below)
6. Recommend a disposition — State the recommended action and identified use case(s) clearly
7. Draft a response — Write the appropriate email, framed around their use case (see Step 4 below)
8. Validate all URLs — Fetch every link in the draft email to confirm it resolves and points to the intended content (see Step 5 below)

Step 0: Check Vitally for Existing Account Context

Before qualifying or drafting anything, check Vitally to see if this lead (or their company) is already a PostHog user. This changes the disposition and email framing significantly — an existing customer asking for help is different from a cold inbound.