CRM-lite for managing GEO agency prospects and clients. Track leads through the full sales pipeline: Lead → Qualified → Proposal Sent → Won → Lost. Store audit
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Manage GEO agency prospects and clients through the full sales lifecycle.
All data is stored in ~/.geo-prospects/prospects.json (persistent across sessions).
| 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 |
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"
}
/geo prospect new <domain>~/.geo-prospects/prospects.json exists, create if not (empty array)electron-srl.com → Electron Srl)PRO-001, PRO-002, etc.lead/geo prospect audit electron-srl.com to score this prospect"/geo prospect listRead ~/.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>/geo quick <domain> to get GEO snapshot scoregeo_score, audit_date~/.geo-prospects/audits/<domain>-<date>.mdaudit_file path in prospect record/geo proposal <domain> to generate proposal."/geo prospect note <id-or-domain> "<text>"/geo prospect status <id-or-domain> <status>Valid statuses: lead, qualified, proposal, won, lost
/geo prospect pipelineVisual 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
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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
| 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 |