SpecSkillsForClaudeCode

### **Sortd + Claude Code Sales Automation Specification**

**Project:** Automating lead qualification and follow-up for the "Acme Corp Sales Team" ([email protected])

#### **1. Automation Flow Overview**
- **Trigger:** New email arrives in [email protected] with subject containing "[PROSPECT]"
- **Sortd Board:** "Lead Qualification Pipeline" with columns: New Leads → Qualified → Contacted → Closed Won/Lost
- **Claude Code Actions:**
  - Parse email body for lead details (name, company, pain points)
  - Create Sortd task with priority = High
  - Auto-assign to Account Executive (AE) based on territory
  - Schedule follow-up email template in 3 days

#### **2. Sortd Board Configuration**
- **Board Name:** "Acme Corp - Lead Qualification"
- **Columns:**
  1. **New Leads** (Default): Contains cards for all new inquiries
  2. **Qualified**: Cards moved here after AE reviews email
  3. **Contacted**: Cards moved after first call/email
  4. **Closed Won**: Cards moved after deal signed
  5. **Closed Lost**: Cards archived here
- **Custom Fields:**
  - Lead Score (1-100)
  - Follow-up Date
  - Assigned AE

#### **3. Claude Code Scripts**
**Script 1: Email Parser (`parse_lead_email.py`)**
```python
import re
from sortd_api import connect_to_sortd

def parse_lead_details(email_body):
    patterns = {
        'name': r'Name:\s*([A-Za-z\s]+)',
        'company': r'Company:\s*([A-Za-z0-9\s&]+)',
        'pain_point': r'Pain Point:\s*([A-Za-z0-9\s,\.]+)'
    }
    details = {}
    for key, pattern in patterns.items():
        match = re.search(pattern, email_body, re.IGNORECASE)
        details[key] = match.group(1).strip() if match else "Unknown"
    return details

# Example Usage:
email_body = """
Hi Acme Team,

I’m interested in your services. Here are my details:
Name: John Smith
Company: Tech Innovations Inc.
Pain Point: Need better CRM integration for our sales team.

Best,
John
"""
lead_details = parse_lead_details(email_body)
print(lead_details)  # Output: {'name': 'John Smith', 'company': 'Tech Innovations Inc.', 'pain_point': 'Need better CRM integration for our sales team.'}
```

**Script 2: Sortd Task Creator (`create_sortd_task.py`)**
```python
from sortd_api import SortdAPI

def create_sortd_task(api_key, lead_details, board_id):
    sortd = SortdAPI(api_key)
    task_data = {
        'title': f"New Lead: {lead_details['name']} ({lead_details['company']})",
        'description': f"Pain Point: {lead_details['pain_point']}\nStatus: New",
        'priority': 'High',
        'assignee': '[email protected]',
        'due_date': '2023-11-15',
        'board_id': board_id,
        'column': 'New Leads'
    }
    task = sortd.create_task(task_data)
    return task

# Example Usage:
api_key = "sortd_api_key_12345"
board_id = "acme_lead_qualification_board"
lead_details = {'name': 'John Smith', 'company': 'Tech Innovations Inc.', 'pain_point': 'Need better CRM integration for our sales team.'}
new_task = create_sortd_task(api_key, lead_details, board_id)
print(f"Created task: {new_task['id']}")
```

#### **4. Error Handling Protocols**
- **API Failures:** Retry 3 times with exponential backoff. Log errors to `sortd_automation_errors.log`.
- **Missing Data:** If email parsing fails, create task with title "Unparsed Lead - [Subject]" and assign to manager.
- **Duplicate Leads:** Check Sortd board for existing leads with same email domain before creating new task.

#### **5. Performance Metrics**
- **Lead Response Time:** Average time from email receipt to task creation (target: <15 minutes)
- **Qualification Rate:** % of New Leads moved to Qualified column (target: 60%)
- **Follow-up Compliance:** % of tasks with follow-up emails sent on time (target: 90%)
- **Deal Conversion:** % of Closed Won tasks vs. total leads (target: 25%)

**Dashboard Example:**
```
Lead Automation Performance (Oct 2023)
--------------------------------------
Total Leads Received: 124
Tasks Created: 124 (100%)
Avg Response Time: 8 minutes
Qualified Leads: 78 (63%)
Follow-up Emails Sent: 72 (92%)
Deals Closed Won: 22 (18%)
```