GEO Prospect Manager

---
name: geo-prospect
description: CRM-lite for managing GEO agency prospects and clients.
category: seo
risk: safe
source: https://github.com/zubair-trabzada/geo-seo-claude
source_repo: zubair-trabzada/geo-seo-claude
source_type: community
date_added: '2026-09-20'
license: MIT
license_source: https://github.com/zubair-trabzada/geo-seo-claude/blob/main/LICENSE
compatibility: Docs-only; upstream helper scripts and templates are not bundled. Site
  audits need network access to the target site; PDF reports need pandoc and headless
  Chrome.
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 <domain>` | Create new prospect (interactive prompts) |
| `/geo prospect list` | Show all prospects with pipeline status |
| `/geo prospect list <status>` | Filter: lead, qualified, proposal, won, lost |
| `/geo prospect show <id-or-domain>` | Full prospect detail with history |
| `/geo prospect audit <id-or-domain>` | Run quick GEO audit and save to prospect record |
| `/geo prospect note <id-or-domain> "<text>"` | Add interaction note with timestamp |
| `/geo prospect status <id-or-domain> <new-status>` | Move through pipeline |
| `/geo prospect won <id-or-domain> <monthly-value>` | Mark as won, set contract value |
| `/geo prospect lost <id-or-domain> "<reason>"` | 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 <domain>`

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 <id-or-domain>`

1. Run `/geo quick <domain>` to get GEO snapshot score
2. Save score to prospect record: `geo_score`, `audit_date`
3. Save audit output to `~/.geo-prospects/audits/<domain>-<date>.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 <domain>` to generate proposal."

### `/geo prospect note <id-or-domain> "<text>"`

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 <id-or-domain> <status>`

Valid statuses: `lead`, `qualified`, `proposal`, `won`, `lost`

1. Update status field
2. Add auto-note: "Status changed to <status>"
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

## When to Use

- You need a Generative Engine Optimization task for a website: audit, citability, crawlers, schema, llms.txt, content, platform tuning, or client reporting.
- Run read-only analysis first; propose site changes before making any.

## Limitations

- Audits are read-only analysis; never publish, deploy, or modify the target site without explicit approval.
- Scores and citation likelihoods are heuristics, not guarantees from AI search platforms.
- Docs-only import: upstream scripts, agents, hooks, and schema templates are not bundled.

### Example

```bash
curl -s https://example.com/robots.txt
curl -s https://example.com/llms.txt
```

> Adapted from [zubair-trabzada/geo-seo-claude](https://github.com/zubair-trabzada/geo-seo-claude) (MIT); frontmatter, When to Use/Limitations, and safety boundaries added for upstream compliance. Docs-only import: upstream runtime helpers not bundled.

Slash commands are workflow notation, not installed runtime commands in this docs-only copy. Confirm persistent storage location and personal-data scope first. Validate domains as hostnames, reject path separators/dot segments and keep all derived paths within the chosen root; protect files and use atomic locked writes to avoid lost updates/duplicate IDs. A low GEO score is a heuristic audit lead, not proof of commercial need; “won”/committed MRR requires actual contract evidence. Pipeline sums are unweighted possibilities, not revenue forecasts. Never send outreach from a CRM-read request.