09-lead-delivery-and-reporting

Installation
SKILL.md

Lead delivery and reporting

Apply ../00-lead-generation-guardrails/SKILL.md first. This skill delivers leads that skill 06 already booked or that skill 07 already qualified through discovery — it does not re-derive a recipient's compliance status, and it does not touch a new recipient list of its own. That said, 00's compliance matrix is scoped to contacting a recipient (channel × relationship × jurisdiction for a send); it does not cover onward disclosure of a lead's personal data into a client's third-party tool (a Slack workspace, a shared calendar) as section 2 (and, in weaker form, section 1) does. For an EEA/UK lead in particular, that disclosure is a fresh lawful-basis and data-minimization question between agency and client that 00 has not already cleared — carry only the fields the client needs to work the lead, and treat this as needing its own consideration rather than assuming it is covered upstream.

This skill has two delivery methods and one reporting step. The manual calendar-booking method is the first-class baseline: a one-person agency with no client-facing tool budget can run this skill's minimum viable workflow end-to-end using only that method. The automated notification method is an optional scale-up for higher lead volume or a multi-client agency — never a hard dependency this skill's core workflow assumes exists. This mirrors docs/PROVIDER_SELECTION.md's "existing infra is first-class" principle: crm_or_notification_sync is a capability a client's own tooling may already satisfy, not a gate this skill requires clearing before a lead can be delivered.

Architecture

QUALIFIED LEAD (from skill 06 booking or skill 07 discovery outcome)
  -> DELIVERY METHOD SELECTION (manual baseline, always available)
       -> MANUAL: shared calendar entry + delivery note
       -> AUTOMATED (optional, at scale): crm_or_notification_sync via PROVIDER_SELECTION.md
  -> DELIVERY CONFIRMATION GATE (retained record required, or the lead stays unconfirmed)
  -> RECURRING REPORTING (cadence, source-of-truth metrics: confirmed vs. outstanding)

1. Manual calendar-booking delivery — the baseline method

Installs
1
First Seen
Aug 12, 2026
09-lead-delivery-and-reporting — wakqasahmed/lead-generation-skills