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geo-prospect

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.

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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).


Invocations

InvocationWhat 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 invocations print confirmation + current prospect status to terminal
  • No external files unless explicitly saving audits/proposals
  • JSON database is the single source of truth

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

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