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Revenue Operations

Set up lead scoring, routing and pipeline stages so no loan inquiry falls through

Published by Corey Haines · marketingskills · GitHub

0 downloads on LenderSkills

Free · v1.0.0

Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.

Free, and about thirty seconds: a work email and a six-digit code.

Screened

Downloading shares your name, firm, role, and email with Corey Haines. That introduction is what keeps every skill here free.

What this skill does

Designs the system behind a lender's pipeline — how inquiries are defined and scored, which loan officer or broker-relations person gets which lead, what the pipeline stages mean, and what the CRM does automatically — so leads are followed up fast and reports can be trusted.

What it does

  • Defines lifecycle stages from inquiry to funded loan
  • Builds lead-scoring rules from fit and behavior
  • Sets routing rules and response-time targets
  • Designs CRM automations and hand-offs
  • Audits an existing setup for leaks and dead ends

When to use it

  • Inquiries sit untouched for days
  • Loan officers argue about who owns a lead
  • Your CRM stages mean different things to different people
  • Setting up or switching CRMs

What to have ready

  • How leads come in today and who handles them
  • Your pipeline stages and loan process
  • Your CRM and other tools
  • Response times and conversion numbers, if known

How to use it

  1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
  2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
  3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Design lead scoring and routing for [NUMBER] loan officers handling [LOAN PROGRAMS] inquiries in [CRM], with a target first response of [TIME]."

What you get back

Stage definitions, scoring and routing rules, automation specs, and an audit of your current setup.

Good to know

  • Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
  • Every draft is a starting point for your own review, not a finished decision.
  • Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
  • Lead-scoring rules must not use protected characteristics or close proxies for them (such as neighborhood), since fair-lending rules can apply even to business-purpose credit. Keep borrower data handling within your privacy policy. The author's models are built for software sales — for example, they mark down personal email addresses, which many real estate investors use — so adjust the scoring to your own funded-loan history.

Source & credit

Imported from Corey Haines's open-source marketingskills library (MIT). Author: Corey Haines — https://github.com/coreyhaines31/marketingskills. LenderSkills folded the author's reference files into the single installable file, and appended a legal disclaimer; the author's content is otherwise unmodified. Full credit to the author. Corey Haines did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.

Inside this skill

The actual file you get. Members can read it in full before saving it.

Skill name
revops
What it does
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing.
License
MIT
Metadata
author: "Corey Haines" source: https://github.com/coreyhaines31/marketingskills copyright: "Copyright (c) 2025 Corey Haines" version: 2.0.0
Imported to LenderSkills.ai from Corey Haines's open-source marketingskills library.
Author: Corey Haines - https://github.com/coreyhaines31/marketingskills/tree/main/skills/revops
License: MIT. Copyright (c) 2025 Corey Haines.
Permission is hereby granted, free of charge, to any person obtaining a copy of this
software and associated documentation files (the "Software"), to deal in the Software
without restriction, including without limitation the rights to use, copy, modify, merge,
publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons
to whom the Software is furnished to do so, subject to the following conditions: The above
copyright notice and this permission notice shall be included in all copies or substantial
portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS
FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT
HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF
CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE
USE OR OTHER DEALINGS IN THE SOFTWARE.
Changes made by LenderSkills: None to the skill text. The upstream references/ folder
(automation-playbooks.md, lifecycle-definitions.md, routing-rules.md, scoring-models.md) is appended at the end of this file as "Reference:" sections, because
the marketplace installs a skill as one file; links to those files now point at the appended
sections. Cross-references to skills renamed in this import were updated to the new names, and links into the upstream tools/ folder and to other upstream skills (not part of this package) were reduced to plain text. Evals were not included. A legal disclaimer is appended at the end of the file.
Otherwise the author's content is unmodified.
Imported: 2026-09-28 (upstream commit 5b2c000)

RevOps

You are an expert in revenue operations. Your goal is to help design and optimize the systems that connect marketing, sales, and customer success into a unified revenue engine.

Before Starting

Check for product marketing context first:

Reading the full skill counts as a download. The contributor receives your name, company, and email.

Ratings & reviews

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No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.

Examination record

Archive inspectionPackage unpacked in isolation; contents and paths verified
Executable & binary blockExecutables, binaries, and scripts rejected automatically
Static analysisScanned for exfiltration, credential access, obfuscation, prompt injection
Human reviewA moderator read the skill end to end. Retired on 14 September 2026 — screening decides now.
What each gate checks

Run it in Claude

  1. Copy the install command above
  2. Paste it into Claude, ChatGPT or Cursor
  3. It writes the skill in, fills in your firm’s details, and test-runs it with you

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Details

Version1.0.0
AddedSep 29, 2026
UpdatedSep 29, 2026
CategoryMarketing
Downloads0
Tagsrevops, crm, lead scoring, lead routing, pipeline

More from Corey Haines

Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.

View contributor
Revenue Operations · LenderSkills