lead-qualification — Claude Code skill: what it does, how to install
Research a prospect against your ideal customer profile, review company details and get a suggested next step. Use it for a single lead or a list.
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a claude-codeWhat lead-qualification does
The skill starts by establishing an ideal customer profile, including factors such as industry, company size, region and buyer role. It then researches people and companies on the public web, assesses fit and prepares a recommended next step. For multiple leads, it also produces a comparison table. If you have not supplied a profile, it can draft one from a company website and ask you to confirm it before scoring.
With a Cogny workspace connected, the skill can check CRM records in HubSpot, Upsales or Pipedrive, plus company interaction with LinkedIn ads through Fibbler. These checks are read-only; the skill will not create or change CRM records. Pipedrive checks depend on finding an organization, and deal lookup uses its organization ID. Without Cogny, the research uses public sources, so CRM status and ad-engagement signals are out of scope.
What it helps with
- check a lead against an ideal customer profile
- research a contact’s role and company
- find an existing CRM contact or deal
- look for evidence of paid advertising activity
- compare several leads and choose a follow-up
Example prompts for the agent
- Assess John Smith at [email protected] against our ideal customer profile.
- Research this lead list and recommend a next step for each person: [paste list].
- Check this company’s profile, CRM presence and signs of LinkedIn ad engagement.
How to install lead-qualification
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a claude-code2Manually: put the files in place
~/.claude/skills/lead-qualification/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/lead-qualification/
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a codex2Manually: put the files in place
.agents/skills/lead-qualification/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a cursor2Manually: put the files in place
.cursor/skills/lead-qualification/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install cognyai/claude-code-marketing-skills lead-qualification2Manually: put the files in place
.github/skills/lead-qualification/SKILL.md1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a gemini-cli2Platform CLI
gemini skills install https://github.com/cognyai/claude-code-marketing-skills --path skills/lead-qualificationManually: put the files in place
.devin/skills/lead-qualification/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about lead-qualification
How do I install lead-qualification in Claude Code?
Run npx skills add cognyai/claude-code-marketing-skills --skill lead-qualification -a claude-code. The skill file is at ~/.claude/skills/lead-qualification/SKILL.md.
What does lead-qualification do?
It researches leads on the public web and assesses them against a confirmed ideal customer profile. A connected Cogny workspace adds CRM and LinkedIn ad-engagement checks.
Does lead-qualification require a Cogny workspace?
No. Public-web research works on its own; a Cogny connection adds CRM records and company engagement signals from LinkedIn ads.
