Sales Pipeline

The crew

• Account Manager Crew leadA warm, organized keeper of a small business’s sales: every deal with its stage, value and next follow-up, the calls to make today, and a weighted forecast that stays honest.
• ResearcherReads source, prior art, or external docs and files a substantive written analysis.

Plans it follows

• Proposal / Statement of WorkDraft a client proposal or statement of work that wins the deal and prevents scope creep — covering objectives, scope, deliverables, timeline/milestones, pricing, assumptions, and acceptance criteria.
• Meeting Prep BriefWalk into the meeting already warm: who's in the room, what was promised last time, what you want out of this one, and the two questions worth asking — one page, read in the elevator.
• Enrich a Leads ListTake a raw leads or contacts list and enrich each row with derived and looked-up attributes — company domain, industry, size band, role seniority, normalized location, and a quality/score flag — into a clean CRM-ready file.

Actions the crew can take

• Pipeline statusThe whole pipeline: follow-ups due (overdue first), every open deal by stage with its id, value, chance and weighted value, the weighted forecast, and what was won or lost lately.
• Add dealSave a deal the moment it is mentioned, before you describe it: title, company, contact, value in dollars, stage, expected close date and next follow-up.
• Move dealMove a deal to another stage the moment the person says it moved: lead, qualified, proposal, negotiation, won, or lost (with the reason in note).
• Log activityRecord a call, email, meeting or note on a deal as soon as it is mentioned, in the person’s words.
• Schedule follow upSet a deal’s next follow-up: a date (followUpAt, YYYY-MM-DD) or a number of days from today (inDays), and what it is for.
• List dealsEvery deal, open and closed, with its stage, value, follow-up and last touch.

Each action is a small script that changes the app’s files, checked by Gezel’s security settings before it runs.

Files it keeps

Plain files in the project folder you can open, back up, and read: deals.json, activity.json.