Client Pipeline Tracker
Keeps track of leads and clients for an SEO or marketing service business through each sales stage.
by zubair-trabzada · ★ 11,219 on GitHub
What it does
You tell Claude about a new lead or ask for updates, and it records notes, deal values, and pipeline stage in a saved file. You get an organized view of where each prospect stands and a revenue forecast.
Who it’s for
A good fit for salespeople, consultants and founders who sell, small business owners and startup founders and people who run the day-to-day of a business.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it to Claude as a skill. Download the skill folder from its source page, zip it, and upload it in Claude’s settings under Skills. See the step-by-step guide.
Safety note
Saves prospect data to a file on your computer.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT