Geo Prospect

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).

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Commands

| Command | What It Does | |---------|-------------| | /geo prospect new | Create new prospect (interactive prompts) | | /geo prospect list | Show all prospects with pipeline status | | /geo prospect list | Filter: lead, qualified, proposal, won, lost | | /geo prospect show | Full prospect detail with history | | /geo prospect audit | Run quick GEO audit and save to prospect record | | /geo prospect note "" | Add interaction note with timestamp | | /geo prospect status | Move through pipeline | | /geo prospect won | Mark as won, set contract value | | /geo prospect lost "" | Mark as lost with reason | | /geo prospect pipeline | Visual pipeline summary with revenue forecast |

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Data Structure

Each prospect is stored as a JSON record:

{
  "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"
}

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Orchestration Instructions

/geo prospect new

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)

1. Set status to lead
2. Save to JSON file
3. 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        —       —
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

1. Run /geo quick to get GEO snapshot score
2. Save score to prospect record: geo_score, audit_date
3. Save audit output to ~/.geo-prospects/audits/-.md
4. Update audit_file path in prospect record
5. Add auto-note: "Quick audit run. GEO Score: XX/100."
6. If score ` to generate proposal."

/geo prospect note ""

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

Valid statuses: lead, qualified, proposal, won, lost

1. Update status field
2. Add auto-note: "Status changed to "
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      —                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
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

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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

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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 |

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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

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: techhorizonlabs
• Source: techhorizonlabs/thl-open
• License: MIT
• Homepage: https://techhorizonlabs.com

Install and usage instructions live in the source repository linked above.