Resolve the right account owner for a lead using contact, company, and deal ownership evidence.
SkillScore91Maintained
Automatic
◆Sales & GTM pack
Last verified 8/21/2026
What it changes
Passed 18 of 20 test cases with the skill, and 11 of 20 without it.
Without skill55%
With skill91%
Checks it passed that the model alone missed
Includes target account size
Selects 'Sam Wilson' as the owner
Specifies Zapier MCP for reading CRM data
and 7 more in the full report
8 fixed12 passed either way2 still failing0 broke
Pass-rate lift
+36 pp
Tokens
-40%
Agent turns
0%
Response time
-61%
Model gemini-3.6-flashMeasured 8/21/2026v120 of 22 cases passed with skill · 20 comparable
Tokens, turns and time describe resource use, not a dollar price.
See it in action
One of 7 test cases the skill fixed. Same model, same prompt, with and without the skill.
1 of 7
Prompt
Lead `ct_6631` has contact owner 'Sam Wilson'. There is also a major active deal for this company owned by 'Tony Stark'. There is no company owner set. Who is the authoritative owner?
What was checked, without and with the skill
Checked
Without skill
With skill
Selects 'Sam Wilson' as the owner
Missed
Passed
case-14 · gemini-3.6-flash · 8/21/2026 · answers are capped and redacted
What's inside
The instructions your model reads when the skill loads.
SKILL.md30 linessingle file
Find Lead Account Owner
Use this helper when a lead audit, hand-raiser workflow, or SDR worklist needs authoritative owner enrichment.
Resolution Order
Contact owner.
Company owner.
Deal owner.
None assigned.
Workflow
Open the contact record.
Check contact owner first.
If missing, inspect primary company owner.
If missing, inspect relevant open or recent deal owner.
Enrich owner segment, team, manager, and account size from approved systems.
Zapier MCP And SDK Role
Use Zapier MCP to read CRM contact, company, deal, and ownership data.
Use Zapier SDK only when this helper becomes part of a repeatable lead audit, routing workflow, or SDR worklist.
Do not change owner assignments without explicit approval.
Guardrails
Do not infer owner from timeline activity.
Do not use a lower-priority owner field when a higher-priority field exists.