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:

```json
{
  "id": "PRO-001",
  "company": "Meridian Legal",
  "domain": "meridianlegal.com.au",
  "contact_email": "info@meridianlegal.com.au",
  "contact_name": "",
  "industry": "Educational Equipment Manufacturing",
  "country": "Italy",
  "status": "qualified",
  "geo_score": 32,
  "audit_date": "2026-03-12",
  "audit_file": "~/.geo-prospects/audits/meridianlegal.com.au-2026-03-12.md",
  "proposal_file": "~/.geo-prospects/proposals/meridianlegal.com.au-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., `meridianlegal.com.au` → `Meridian Legal`)
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 meridianlegal.com.au` 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  meridianlegal.com.au        Meridian Legal      Qualified   32/100  A$4.5K
PRO-002  acme.com                ACME Corp         Lead        n/a     n/a
PRO-003  coastalfitness.com.au              Coastal Fitness           Won         41/100  A$6.0K

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Pipeline: 1 lead | 1 qualified | 0 proposals | 1 won | 0 lost
Committed MRR: A$6,000 | Pipeline Value: A$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 Meridian Legal (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      A$8,000/mo        New discoveries
Qualified        1      A$4,500/mo        Ready for proposal
Proposal Sent    1      A$6,000/mo        Awaiting signature
Won              3      A$18,500/mo       Active clients (MRR)
Lost             1      n/a              Budget freeze

COMMITTED MRR:        A$18,500
PIPELINE (qualified+): A$10,500
TOTAL POTENTIAL:      A$29,000/mo → A$348,000/yr

Next actions:
→ PRO-003 (acme.com): Send proposal (score 38/100, strong case)
→ PRO-007 (coastalfitness.com.au): 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
│   └── meridianlegal.com.au-2026-03-12.md
└── proposals/              # Generated proposals
    └── meridianlegal.com.au-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