--- name: geo-prospect-825f05d74dc0 description: > CRM-lite for managing GEO agency prospects and clients. Track leads through the full sales pipeline: Lead → Qualified → Proposal Sent → Won → Lost. Store audit history, notes, deal values, and generate pipeline summaries. Use when user says "prospect", "lead", "client", "pipeline", "crm", "nuovo prospect", "aggiungi cliente", or when managing the business side of GEO services. version: 1.0.0 tags: [geo, business, crm, prospect, pipeline, sales] allowed-tools: Read, Write, Bash, Glob --- # GEO Prospect Manager ## Purpose Manage GEO agency prospects and clients through the full sales lifecycle. All data is stored in `~/.geo-prospects/prospects.json` (persistent across sessions). --- ## Commands | Command | What It Does | |---------|-------------| | `/geo prospect new ` | Create new prospect (interactive prompts) | | `/geo prospect list` | Show all prospects with pipeline status | | `/geo prospect list ` | Filter: lead, qualified, proposal, won, lost | | `/geo prospect show ` | Full prospect detail with history | | `/geo prospect audit ` | Run quick GEO audit and save to prospect record | | `/geo prospect note ""` | Add interaction note with timestamp | | `/geo prospect status ` | Move through pipeline | | `/geo prospect won ` | Mark as won, set contract value | | `/geo prospect lost ""` | Mark as lost with reason | | `/geo prospect pipeline` | Visual pipeline summary with revenue forecast | --- ## Data Structure Each prospect is stored as a JSON record: ```json { "id": "PRO-001", "company": "Electron Srl", "domain": "electron-srl.com", "contact_email": "info@electron-srl.com", "contact_name": "", "industry": "Educational Equipment Manufacturing", "country": "Italy", "status": "qualified", "geo_score": 32, "audit_date": "2026-03-12", "audit_file": "~/.geo-prospects/audits/electron-srl.com-2026-03-12.md", "proposal_file": "~/.geo-prospects/proposals/electron-srl.com-proposal.md", "monthly_value": 0, "contract_start": null, "contract_months": 0, "notes": [ { "date": "2026-03-12", "text": "Initial GEO quick scan. Score 32/100 - Critical tier. Strong candidate for GEO services." } ], "created_at": "2026-03-12", "updated_at": "2026-03-12" } ``` --- ## Orchestration Instructions ### `/geo prospect new ` 1. Check if `~/.geo-prospects/prospects.json` exists, create if not (empty array) 2. Auto-detect company name from domain (e.g., `electron-srl.com` → `Electron Srl`) 3. Assign next sequential ID: `PRO-001`, `PRO-002`, etc. 4. Ask user for: - Contact name (optional) - Contact email - Monthly contract value estimate (optional) 5. Set status to `lead` 6. Save to JSON file 7. Suggest next step: "Run `/geo prospect audit electron-srl.com` to score this prospect" ### `/geo prospect list` Read `~/.geo-prospects/prospects.json` and render a summary table: ``` GEO Prospect Pipeline — March 2026 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ID Domain Company Status Score Value ─────── ────────────────────── ──────────────── ────────── ───── ────── PRO-001 electron-srl.com Electron Srl Qualified 32/100 €4.5K PRO-002 acme.com ACME Corp Lead — — PRO-003 bigshop.it BigShop Won 41/100 €6.0K ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Pipeline: 1 lead | 1 qualified | 0 proposals | 1 won | 0 lost Committed MRR: €6,000 | Pipeline Value: €4,500 ``` ### `/geo prospect audit ` 1. Run `/geo quick ` to get GEO snapshot score 2. Save score to prospect record: `geo_score`, `audit_date` 3. Save audit output to `~/.geo-prospects/audits/-.md` 4. Update `audit_file` path in prospect record 5. Add auto-note: "Quick audit run. GEO Score: XX/100." 6. If score < 55: suggest "Score indicates strong sales opportunity. Run `/geo proposal ` to generate proposal." ### `/geo prospect note ""` 1. Find prospect by ID or domain 2. Append note with current ISO date 3. Save back to JSON 4. Confirm: "Note added to Electron Srl (PRO-001)" ### `/geo prospect status ` Valid statuses: `lead`, `qualified`, `proposal`, `won`, `lost` 1. Update status field 2. Add auto-note: "Status changed to " 3. Save and confirm ### `/geo prospect pipeline` Visual revenue-focused pipeline summary: ``` ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ GEO AGENCY PIPELINE SUMMARY — March 2026 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ STAGE COUNT POTENTIAL VALUE NOTES ───────────── ───── ─────────────── ───────────────────── Lead 2 €8,000/mo New discoveries Qualified 1 €4,500/mo Ready for proposal Proposal Sent 1 €6,000/mo Awaiting signature Won 3 €18,500/mo Active clients (MRR) Lost 1 — Budget freeze COMMITTED MRR: €18,500 PIPELINE (qualified+): €10,500 TOTAL POTENTIAL: €29,000/mo → €348,000/yr Next actions: → PRO-003 (acme.com): Send proposal — score 38/100 (strong case) → PRO-007 (shop.it): Follow up — proposal sent 8 days ago ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ``` --- ## Storage Location All data stored in `~/.geo-prospects/`: ``` ~/.geo-prospects/ ├── prospects.json # Main CRM database ├── audits/ # Quick audit snapshots │ └── electron-srl.com-2026-03-12.md └── proposals/ # Generated proposals └── electron-srl.com-proposal.md ``` Create directory if it does not exist: `mkdir -p ~/.geo-prospects/audits ~/.geo-prospects/proposals` --- ## Pipeline Stage Definitions | Status | Meaning | Typical Next Action | |--------|---------|---------------------| | `lead` | Discovered, not yet contacted | Run quick audit, assess opportunity | | `qualified` | Audit done, confirmed pain points | Generate proposal | | `proposal` | Proposal sent, awaiting decision | Follow up, answer questions | | `won` | Contract signed, active client | Run full audit, start onboarding | | `lost` | Deal closed lost | Log reason for future reference | --- ## Output - All commands print confirmation + current prospect status to terminal - No external files unless explicitly saving audits/proposals - JSON database is the single source of truth --- Source attribution: zubair-trabzada Original project: https://github.com/zubair-trabzada/geo-seo-claude/blob/989cae01e8ebbc42a9ec798eb9e7cb423f5ec89c/skills/geo-prospect/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## Upstream license notice MIT License Copyright (c) 2026 Zubair Trabzada 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. # Dave AI resource metadata Creator / publisher: zubair-trabzada Original project: https://github.com/zubair-trabzada/geo-seo-claude/blob/989cae01e8ebbc42a9ec798eb9e7cb423f5ec89c/skills/geo-prospect/SKILL.md Attribution basis: Source repository record Fields of work: Sales Roles: Account Executive, Business Development, Customer Success Manager, Sales Operations, Sales Development Rep (SDR) Specialties: API Tools: Geo Country applicability: Italy Classification basis: Source catalog labels Instruction SHA-256: dc86555d67a628ec20c391306dcddba298330ce57debd94a0e0aba13a93b64df