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

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"
}

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

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