geo-prospect

name geo-prospect 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 <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: { "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> Check if ~/.geo-prospects/prospects.json exists, create if not (empty array) Auto-detect company name from domain (e.g., electron-srl.com → Electron Srl ) Assign next sequential ID: PRO-001 , PRO-002 , etc. Ask user for: Contact name (optional) Contact email Monthly contract value estimate (optional) Set status to lead Save to JSON file 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> Run /geo quick <domain> to get GEO snapshot score Save score to prospect record: geo_score , audit_date Save audit output to ~/.geo-prospects/audits/<domain>-<date>.md Update audit_file path in prospect record Add auto-note: "Quick audit run. GEO Score: XX/100." If score < 55: suggest "Score indicates strong sales opportunity. Run /geo proposal <domain> to generate proposal." /geo prospect note <id-or-domain> "<text>" Find prospect by ID or domain Append note with current ISO date Save back to JSON Confirm: "Note added to Electron Srl (PRO-001)" /geo prospect status <id-or-domain> <status> Valid statuses: lead , qualified , proposal , won , lost Update status field Add auto-note: "Status changed to " 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