agentleFS
ShawhinTShawhinT/non-coding-skills/crm/SKILL.md

crm

Skill40 starsChanged 13 days agoNo licenceView on GitHub

Use this skill whenever Shaw mentions leads, contacts, partners, sales pipeline activity, or anything CRM-related — even casually. Triggers include: \"check my CRM\", \"update the CRM\", \"any updates on leads?\", \"add this person to the CRM\", \"review my pipeline\", \"follow up with X\", \"anyone worth following up with\", \"check active campaigns\", \"did anyone respond?\", \"cross-reference Gmail\", \"ABA contact form\", or any mention of a specific lead's name in a sales context. Also triggers when Shaw shares new contact form submissions or inbound emails that look like potential leads. Also triggers for client/nurture activity: \"check on my clients\", \"any clients due for check-ins\", \"move this lead to clients\", \"nurture review\", or any mention of existing clients and expansion opportunities. Also triggers when a discovery call is booked — directly or surfaced during a sync. Follow-up reviews cover Active Leads, Clients (Nurture), AND any active campaign trackers linked from the CRM page.

6 other projects use a version of this.

Adopted by

Most recently taken up by

The file

Show its rules and text

We split this skill into the rules it gives an agent

22 rules. 0 are common, 11 are distinctive, and 11 are very specific to this project.

  • 0

    Common

    Most of the 6 edited versions we read keep these.

  • 11

    Distinctive

    This author's own choices. Worth a look.

  • 11

    Very specific

    Tied to their project's names, files or tools. Probably skip.

No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.

“Common” is measured: kept by at least 6 in 10 of the 6 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Does it work?

Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.

No reviews yet

People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.

  • It worked
  • Partly
  • It didn't
What did you use it for? e.g. Reviewing pull requests in a Rails app

Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.

Your trail

Files you open will collect here, so you can find them again.

Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.

Now do this for your own.

Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.