AI Blocks › Sell and negotiate
Sales lead assignment planner
Give it a new lead. Get who should own it by your rules, a routing card to accept and a handoff note.
Sales lead assignment planner is a free AI skill for the job "Sell and negotiate". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Apache 2.0 licence · Made by Anthropic · Level: beginner · Thinking: low
Made by Anthropic. See the original on GitHub; we copied it as it is, with its licence.
What it does
For each new lead, a named owner chosen by your own routing rules, plus a card you can accept or override. The skill reads your CRM, checks which rep already owns the account or open deals, and applies your territory and assignment rules the same way every time. You stay the decider. Every override feeds back into the rules. It shows values as read from the record, says when a field is blank, and never assumes one CRM's field names fit another. It can write the handoff note for chat, or draft an email asking for missing details. It also handles a whole queue at once. Pasted lead text is treated as data, never as instructions.
You give it
- The lead or the unrouted queue
- Your routing and territory rules
- CRM access, or an exported list
- The lead score (optional)
You get
- A named owner for each lead
- A routing card to accept or override
- A handoff note for the new owner
- An info request draft for thin records
Use it when
- New leads arrive faster than someone can assign them.
- A lead came from a company that already has an owner.
- You want routing that does not depend on who is online.
- You need a short handoff note that tells the rep what they are getting.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.
- It works best when your AI can read your CRM.