crm-lead-manager（CRM lead manager 广告）

Ads CRM Leads

Purpose

Core mission:

• lead scoring, routing SLA, follow-up cadence

This skill is specialized for advertising workflows and should output actionable plans rather than generic advice.

When To Trigger

Use this skill when the user asks for:

• ad execution guidance tied to business outcomes
• growth decisions involving revenue, roas, cpa, or budget efficiency
• platform-level actions for: Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads
• this specific capability: lead scoring, routing SLA, follow-up cadence

High-signal keywords:

• ads, advertising, campaign, growth, revenue, profit
• roas, cpa, roi, budget, bidding, traffic, conversion, funnel
• meta, googleads, tiktokads, youtubeads, amazonads, shopifyads, dsp

Input Contract

Required:

• lead_source
• lead_payload_fields
• qualification_goal

Optional:

• routing_rules
• response_sla
• pipeline_stages
• crm_constraints

Output Contract

1. Lead Intake Validation
2. Qualification Logic
3. Routing and Ownership Plan
4. Follow-up Cadence
5. Pipeline Risk Alerts

Workflow

1. Validate incoming lead schema and required fields.
2. Score lead quality using explicit rules.
3. Route leads to owner queues by fit and urgency.
4. Define follow-up timeline and SLA checks.
5. Report leakage points and recovery actions.

Decision Rules

• If critical lead fields are missing, route to enrichment queue first.
• If lead intent is high, enforce same-day response rule.
• If low-fit leads dominate, tighten ad targeting and qualification forms.

Platform Notes

Primary scope:

• Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads

Platform behavior guidance:

• Keep recommendations channel-aware; do not collapse all channels into one generic plan.
• For Meta and TikTok Ads, prioritize creative testing cadence.
• For Google Ads and Amazon Ads, prioritize demand-capture and query/listing intent.
• For DSP/programmatic, prioritize audience control and frequency governance.

Constraints And Guardrails

• Never fabricate metrics or policy outcomes.
• Separate observed facts from assumptions.
• Use measurable language for each proposed action.
• Include at least one rollback or stop-loss condition when spend risk exists.

Failure Handling And Escalation

• If critical inputs are missing, ask for only the minimum required fields.
• If platform constraints conflict, show trade-offs and a safe default.
• If confidence is low, mark it explicitly and provide a validation checklist.
• If high-risk issues appear (policy, billing, tracking breakage), escalate with a structured handoff payload.

Code Examples

Lead Scoring Rule

score = intent_score + fit_score + urgency_score if score >= 80: route = high_priority

Routing Payload

lead_id: L-20260303-01 route_to: team-a sla_hours: 4

Examples

Example 1: Lead quality drop

Input:

• Lead volume increased, close rate decreased
• Source: Meta and Google Ads

Output focus:

• scoring rule update
• routing correction
• feedback loop to targeting

Example 2: SLA breach management

Input:

• Sales team delayed first response
• High-intent leads lost

Output focus:

• SLA enforcement plan
• escalation logic
• dashboard metric updates

Example 3: Multi-market lead routing

Input:

• Leads from US and EU mixed in one queue
• Language mismatch issues

Output focus:

• region routing map
• ownership model
• automation rules

Quality Checklist

• [ ] Required sections are complete and non-empty
• [ ] Trigger keywords include at least 3 registry terms
• [ ] Input and output contracts are operationally testable
• [ ] Workflow and decision rules are capability-specific
• [ ] Platform references are explicit and concrete
• [ ] At least 3 practical examples are included