/agency-pipeline

name: agency-pipeline
description: Prospect Pipeline Manager — scans all audit files to build a scored, staged pipeline view with revenue projections

Prospect Pipeline Manager

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.

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.

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Invocation

/agency pipeline

No arguments required. Operates on the current working directory.

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Execution Flow

Step 1 — Discover All Audit Files

Use `Bash` to find every audit/analysis file in the current working directory:

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

Also run a broader scan to catch files with non-standard naming:

ls -la *.md 2>/dev/null

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.

Step 2 — Parse Each File and Extract Prospect Data

For EACH audit file found, read it and extract:

**Prospect Identification:**

• Company name (from the file title or document header)
• URL (if present in the document)
• Industry/business type
• Location

**Scores (if present):**

• Marketing score (0-100)
• Reputation score (0-100)
• GEO/SEO score (0-100)
• Legal score (0-100)
• Sales opportunity score (0-100)
• Composite/agency score (if pre-calculated)

**File metadata:**

• File name
• Which tool suite generated it (Marketing, Reputation, GEO, Legal, Sales, Agency)
• Date (from file content or filesystem)

**Key data points:**

• Number of critical findings
• Top critical finding (single most impactful issue)
• Recommended tier (if a proposal exists)
• Proposed pricing (if a proposal exists)

Step 3 — Consolidate by Prospect

Group all files by company/prospect name. A single prospect may have multiple files across different tool suites.

For each unique prospect, build a consolidated record:

PROSPECT: [Company Name]
URL: [URL if known]
Industry: [Industry]
Location: [Location]
Files: [List of all files for this prospect]
Suites Completed: [Which of the 5 tool suites have been run]
Suites Pending: [Which haven't been run yet]

Scores:
- Marketing: [score or "—"]
- Reputation: [score or "—"]
- GEO/SEO: [score or "—"]
- Legal: [score or "—"]
- Sales: [score or "—"]
- Composite: [calculated or "—"]

Step 4 — Calculate Composite Scores

For prospects with scores from multiple tool suites, calculate the composite:

Composite = (Marketing x 0.25) + (Reputation x 0.20) + (GEO x 0.20) + (Legal x 0.15) + (Sales x 0.20)

**If not all scores are available, use adjusted weights:**

Only recalculate weights proportionally across available dimensions. For example, if only Marketing (25%), Reputation (20%), and GEO (20%) are available:

• Total available weight: 65%
• Adjusted: Marketing = 25/65 = 38.5%, Reputation = 20/65 = 30.8%, GEO = 20/65 = 30.8%

Apply the adjusted weights and note the score is partial:

Composite (Partial — 3/5 dimensions) = [score]

Step 5 — Classify Pipeline Stage

Assign each prospect to a pipeline stage based on what work has been completed:

| Stage | Criteria | Icon | |-------|----------|------| | **New Lead** | Only a quick scan or single audit exists. No comprehensive analysis. | [1] | | **Audited** | Full onboard report exists, OR 3+ individual audit files exist. Comprehensive data available. | [2] | | **Proposed** | An `AGENCY-PROPOSAL-*.md` file exists for this prospect. Pricing has been presented. | [3] | | **Active Client** | The user manually marks a prospect as active, OR a proposal file contains acceptance indicators. | [4] |

**Stage detection logic:**

IF AGENCY-PROPOSAL-*.md exists for this prospect:
    stage = "Proposed" [3]
ELSE IF AGENCY-ONBOARD-*.md exists OR (3+ audit files from different suites exist):
    stage = "Audited" [2]
ELSE:
    stage = "New Lead" [1]

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.

Step 6 — Calculate Revenue Potential

Estimate the revenue potential for each prospect based on available data:

**Method 1: From Proposal Data (if a proposal exists)**

• Use the recommended tier pricing directly
• Essentials: midpoint of the Essentials range
• Growth: midpoint of the Growth range
• Full Agency: midpoint of the Full Agency range

**Method 2: From Scores (if no proposal but scores exist)** Use the composite score to estimate which tier they'd likely need:

| Composite Score | Likely Tier | Estimated Monthly Revenue | |----------------|-------------|--------------------------| | 0-30 | Full Agency | $5,500/month | | 31-45 | Full Agency or Growth | $4,000/month | | 46-60 | Growth | $2,500/month | | 61-75 | Growth or Essentials | $1,500/month | | 76-100 | Essentials | $800/month |

Lower scores = more problems = higher revenue potential from agency services.

**Method 3: From Industry (if minimal data)** Use industry average estimates:

| Industry | Estimated Monthly Potential | |----------|---------------------------| | Local Service (HVAC, Plumbing, Roofing) | $2,000-$3,500/month | | Professional Services (Legal, Accounting) | $2,500-$4,000/month | | Healthcare/Medical | $3,000-$5,000/month | | SaaS/Software | $3,500-$6,000/month | | E-commerce | $2,500-$5,000/month | | Restaur