agency-pipeline

Name: agency-pipeline
Author: zubair-trabzada

115stars53forks

How to install agency-pipeline?

zubair-trabzada/ai-agency-claude/agency-pipeline

$npx -y skills add zubair-trabzada/ai-agency-claude --skill agency-pipeline

Installs into the current project.

Summary

Prospect Pipeline Manager — scans all audit files to build a scored, staged pipeline view with revenue projections

Files · 1

View on GitHub

SKILL.md

1	# Prospect Pipeline Manager
2
3	You are the pipeline management engine for the AI Agency Command Center. When the user runs `/agency pipeline`, you scan the current directory for ALL audit and analysis files across every tool suite, build a comprehensive pipeline view with composite scores, classify each prospect by stage, calculate revenue potential, and output a sortable pipeline report.
4
5	This gives the agency operator a bird's-eye view of every prospect they've ever analyzed — where they stand, what's been done, and where the money is.
6
7	---
8
9	## Invocation
10
11	```
12	/agency pipeline
13	```
14
15	No arguments required. Operates on the current working directory.
16
17	---
18
19	## Execution Flow
20
21	### Step 1 — Discover All Audit Files
22
23	Use `Bash` to find every audit/analysis file in the current working directory:
24
25	```bash
26	ls -la *.md 2>/dev/null \| grep -iE "(AGENCY-ONBOARD\|AGENCY-PROPOSAL\|MARKETING-AUDIT\|PROSPECT-ANALYSIS\|REPUTATION-AUDIT\|REPUTATION-SCORECARD\|GEO-AUDIT\|GEO-REPORT\|LEGAL-COMPLIANCE\|SALES-PROPOSAL\|COMPETITIVE-INTEL\|BRAND-MENTIONS\|AGENCY-PIPELINE\|AGENCY-REPORT)" 2>/dev/null
27	```
28
29	Also run a broader scan to catch files with non-standard naming:
30	```bash
31	ls -la *.md 2>/dev/null
32	```
33
34	Review all `.md` files for audit-related content by checking the first 10 lines of each file for score indicators, audit headers, or company analysis markers.
35
36	### Step 2 — Parse Each File and Extract Prospect Data
37
38	For EACH audit file found, read it and extract:
39
40	Prospect Identification:
41	- Company name (from the file title or document header)
42	- URL (if present in the document)
43	- Industry/business type
44	- Location
45
46	Scores (if present):
47	- Marketing score (0-100)
48	- Reputation score (0-100)
49	- GEO/SEO score (0-100)
50	- Legal score (0-100)
51	- Sales opportunity score (0-100)
52	- Composite/agency score (if pre-calculated)
53
54	File metadata:
55	- File name
56	- Which tool suite generated it (Marketing, Reputation, GEO, Legal, Sales, Agency)
57	- Date (from file content or filesystem)
58
59	Key data points:
60	- Number of critical findings
61	- Top critical finding (single most impactful issue)
62	- Recommended tier (if a proposal exists)
63	- Proposed pricing (if a proposal exists)
64
65	### Step 3 — Consolidate by Prospect
66
67	Group all files by company/prospect name. A single prospect may have multiple files across different tool suites.
68
69	For each unique prospect, build a consolidated record:
70
71	```
72	PROSPECT: [Company Name]
73	URL: [URL if known]
74	Industry: [Industry]
75	Location: [Location]
76	Files: [List of all files for this prospect]
77	Suites Completed: [Which of the 5 tool suites have been run]
78	Suites Pending: [Which haven't been run yet]
79
80	Scores:
81	- Marketing: [score or "—"]
82	- Reputation: [score or "—"]
83	- GEO/SEO: [score or "—"]
84	- Legal: [score or "—"]
85	- Sales: [score or "—"]
86	- Composite: [calculated or "—"]
87	```
88
89	### Step 4 — Calculate Composite Scores
90
91	For prospects with scores from multiple tool suites, calculate the composite:
92
93	```
94	Composite = (Marketing x 0.25) + (Reputation x 0.20) + (GEO x 0.20) + (Legal x 0.15) + (Sales x 0.20)
95	```
96
97	If not all scores are available, use adjusted weights:
98
99	Only recalculate weights proportionally across available dimensions. For example, if only Marketing (25%), Reputation (20%), and GEO (20%) are available:
100	- Total available weight: 65%
101	- Adjusted: Marketing = 25/65 = 38.5%, Reputation = 20/65 = 30.8%, GEO = 20/65 = 30.8%
102
103	Apply the adjusted weights and note the score is partial:
104	```
105	Composite (Partial — 3/5 dimensions) = [score]
106	```
107
108	### Step 5 — Classify Pipeline Stage
109
110	Assign each prospect to a pipeline stage based on what work has been completed:
111
112	\| Stage \| Criteria \| Icon \|
113	\|-------\|----------\|------\|
114	\| New Lead \| Only a quick scan or single audit exists. No comprehensive analysis. \| [1] \|
115	\| Audited \| Full onboard report exists, OR 3+ individual audit files exist. Comprehensive data available. \| [2] \|
116	\| Proposed \| An `AGENCY-PROPOSAL-*.md` file exists for this prospect. Pricing has been presented. \| [3] \|
117	\| Active Client \| The user manually marks a prospect as active, OR a proposal file contains acceptance indicators. \| [4] \|
118
119	Stage detection logic:
120
121	```
122	IF AGENCY-PROPOSAL-*.md exists for this prospect:
123	stage = "Proposed" [3]
124	ELSE IF AGENCY-ONBOARD-*.md exists OR (3+ audit files from different suites exist):
125	stage = "Audited" [2]
126	ELSE:
127	stage = "New Lead" [1]
128	```
129
130	Note: "Active Client" stage requires manual tagging by the user. If any file contains text indicating active engagement (e.g., "ACTIVE CLIENT" or "ENGAGED"), classify accordingly.
131
132	### Step 6 — Calculate Revenue Potential
133
134	Estimate the revenue potential for each prospect based on available data:
135
136	Method 1: From Proposal Data (if a proposal exists)
137	- Use the recommended tier pricing directly
138	- Essentials: midpoint of the Essentials range
139	- Growth: midpoint of the Growth range
140	- Full Agency:

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agency-pipeline

115stars53forks

View on GitHub

How to install agency-pipeline?

zubair-trabzada/ai-agency-claude/agency-pipeline

$npx -y skills add zubair-trabzada/ai-agency-claude --skill agency-pipeline

Installs into the current project.

Summary

Prospect Pipeline Manager — scans all audit files to build a scored, staged pipeline view with revenue projections

Files · 1

View on GitHub

SKILL.md

1	# Prospect Pipeline Manager
2
3	You are the pipeline management engine for the AI Agency Command Center. When the user runs `/agency pipeline`, you scan the current directory for ALL audit and analysis files across every tool suite, build a comprehensive pipeline view with composite scores, classify each prospect by stage, calculate revenue potential, and output a sortable pipeline report.
4
5	This gives the agency operator a bird's-eye view of every prospect they've ever analyzed — where they stand, what's been done, and where the money is.
6
7	---
8
9	## Invocation
10
11	```
12	/agency pipeline
13	```
14
15	No arguments required. Operates on the current working directory.
16
17	---
18
19	## Execution Flow
20
21	### Step 1 — Discover All Audit Files
22
23	Use `Bash` to find every audit/analysis file in the current working directory:
24
25	```bash
26	ls -la *.md 2>/dev/null \| grep -iE "(AGENCY-ONBOARD\|AGENCY-PROPOSAL\|MARKETING-AUDIT\|PROSPECT-ANALYSIS\|REPUTATION-AUDIT\|REPUTATION-SCORECARD\|GEO-AUDIT\|GEO-REPORT\|LEGAL-COMPLIANCE\|SALES-PROPOSAL\|COMPETITIVE-INTEL\|BRAND-MENTIONS\|AGENCY-PIPELINE\|AGENCY-REPORT)" 2>/dev/null
27	```
28
29	Also run a broader scan to catch files with non-standard naming:
30	```bash
31	ls -la *.md 2>/dev/null
32	```
33
34	Review all `.md` files for audit-related content by checking the first 10 lines of each file for score indicators, audit headers, or company analysis markers.
35
36	### Step 2 — Parse Each File and Extract Prospect Data
37
38	For EACH audit file found, read it and extract:
39
40	Prospect Identification:
41	- Company name (from the file title or document header)
42	- URL (if present in the document)
43	- Industry/business type
44	- Location
45
46	Scores (if present):
47	- Marketing score (0-100)
48	- Reputation score (0-100)
49	- GEO/SEO score (0-100)
50	- Legal score (0-100)
51	- Sales opportunity score (0-100)
52	- Composite/agency score (if pre-calculated)
53
54	File metadata:
55	- File name
56	- Which tool suite generated it (Marketing, Reputation, GEO, Legal, Sales, Agency)
57	- Date (from file content or filesystem)
58
59	Key data points:
60	- Number of critical findings
61	- Top critical finding (single most impactful issue)
62	- Recommended tier (if a proposal exists)
63	- Proposed pricing (if a proposal exists)
64
65	### Step 3 — Consolidate by Prospect
66
67	Group all files by company/prospect name. A single prospect may have multiple files across different tool suites.
68
69	For each unique prospect, build a consolidated record:
70
71	```
72	PROSPECT: [Company Name]
73	URL: [URL if known]
74	Industry: [Industry]
75	Location: [Location]
76	Files: [List of all files for this prospect]
77	Suites Completed: [Which of the 5 tool suites have been run]
78	Suites Pending: [Which haven't been run yet]
79
80	Scores:
81	- Marketing: [score or "—"]
82	- Reputation: [score or "—"]
83	- GEO/SEO: [score or "—"]
84	- Legal: [score or "—"]
85	- Sales: [score or "—"]
86	- Composite: [calculated or "—"]
87	```
88
89	### Step 4 — Calculate Composite Scores
90
91	For prospects with scores from multiple tool suites, calculate the composite:
92
93	```
94	Composite = (Marketing x 0.25) + (Reputation x 0.20) + (GEO x 0.20) + (Legal x 0.15) + (Sales x 0.20)
95	```
96
97	If not all scores are available, use adjusted weights:
98
99	Only recalculate weights proportionally across available dimensions. For example, if only Marketing (25%), Reputation (20%), and GEO (20%) are available:
100	- Total available weight: 65%
101	- Adjusted: Marketing = 25/65 = 38.5%, Reputation = 20/65 = 30.8%, GEO = 20/65 = 30.8%
102
103	Apply the adjusted weights and note the score is partial:
104	```
105	Composite (Partial — 3/5 dimensions) = [score]
106	```
107
108	### Step 5 — Classify Pipeline Stage
109
110	Assign each prospect to a pipeline stage based on what work has been completed:
111
112	\| Stage \| Criteria \| Icon \|
113	\|-------\|----------\|------\|
114	\| New Lead \| Only a quick scan or single audit exists. No comprehensive analysis. \| [1] \|
115	\| Audited \| Full onboard report exists, OR 3+ individual audit files exist. Comprehensive data available. \| [2] \|
116	\| Proposed \| An `AGENCY-PROPOSAL-*.md` file exists for this prospect. Pricing has been presented. \| [3] \|
117	\| Active Client \| The user manually marks a prospect as active, OR a proposal file contains acceptance indicators. \| [4] \|
118
119	Stage detection logic:
120
121	```
122	IF AGENCY-PROPOSAL-*.md exists for this prospect:
123	stage = "Proposed" [3]
124	ELSE IF AGENCY-ONBOARD-*.md exists OR (3+ audit files from different suites exist):
125	stage = "Audited" [2]
126	ELSE:
127	stage = "New Lead" [1]
128	```
129
130	Note: "Active Client" stage requires manual tagging by the user. If any file contains text indicating active engagement (e.g., "ACTIVE CLIENT" or "ENGAGED"), classify accordingly.
131
132	### Step 6 — Calculate Revenue Potential
133
134	Estimate the revenue potential for each prospect based on available data:
135
136	Method 1: From Proposal Data (if a proposal exists)
137	- Use the recommended tier pricing directly
138	- Essentials: midpoint of the Essentials range
139	- Growth: midpoint of the Growth range
140	- Full Agency:

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