Individual skill

harborcrm-handoff

Post-event and post-tradeshow CRM handoff workflows for HarborCRM, including sponsor reconciliation, lead qualification, import-batch cleaning, and tradeshow-prospecting campaigns. Use when a task requires cross-referencing HarborCRM event, tradeshow, finance, CRM, import-batch, and policy endpoints to produce a template-conforming JSON handoff, qualification, or import summary. Triggers on event/show/batch identifiers combined with HarborCRM API URLs and structured output templates. Not for general CRM administration or ad-hoc API exploration.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_001/fewshot/codex/fewshot_attempt_03/SKILL.md

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Last checked: Nov 6, 2026

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Repository stars (not skill ratings): 121
Repository last updated: Oct 29, 2026
License: Apache-2.0

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agent Repository topic
ai Repository topic
benchmark Repository topic
llm Repository topic
self-evolving Repository topic
self-learning Repository topic
skills Repository topic
sales Derived category
finance Derived category

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# HarborCRM Handoff

## Overview

This skill covers multi-endpoint HarborCRM reconciliation and handoff workflows: post-event sponsor audits, tradeshow lead qualification, import-batch cleaning, and ranked prospecting summaries. Every task follows the same core loop: fetch all relevant endpoints, cross-reference records, apply policy rules, compute finances, classify CRM actions, and produce template-conforming JSON.

## Workflow

Follow these steps in order. Every step is required unless the task template omits the relevant data category.

### 1. Identify the subject and template

Read the task prompt to extract: