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geo-prospect

Manage prospects and clients for GEO services, which help sites prepare for AI search visibility. Keep contact details, audit history, notes, and monthly deal values in a local JSON file, and summarize sales stages and potential revenue.

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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.

Run score Not tested

See how to install

Good for

  • Register prospects and review their sales stages
  • Keep audit history and dated interaction notes together
  • Summarize won contracts and potential monthly revenue

Files included (1)

  • SKILL.md7.3 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

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

CommandWhat It Does
/geo prospect new <domain>Create new prospect (interactive prompts)
/geo prospect listShow 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 pipelineVisual 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>

  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

StatusMeaningTypical Next Action
leadDiscovered, not yet contactedRun quick audit, assess opportunity
qualifiedAudit done, confirmed pain pointsGenerate proposal
proposalProposal sent, awaiting decisionFollow up, answer questions
wonContract signed, active clientRun full audit, start onboarding
lostDeal closed lostLog 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

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