CRM operations
The CRM lives in Lobu memory. Two entity types — lead and pilot — hold current state; events of type lead:* / pilot:* are the append-only history. The converted-to relationship links a lead to the pilot it became.
Funnel stages (the stage field on lead)
signal → trial → conversation → pilot → customer, plus cold (went quiet / not a fit). "Reach" (an impression, a passing tweet view) is not a stage — no lead record until there's a signal.
| Stage |
Enter it when… |
signal |
starred the repo, followed on X, @-mentioned Lobu, commented on an issue |
trial |
cloned / ran lobu run / completed the quickstart / asked a real deployment question |
conversation |
DM'd, requested a demo, booked a call, said "we want to deploy this" |
pilot |
signed up for a paid pilot — open a pilot entity, link with converted-to |
customer |
converted from pilot to a paid contract |
cold |
three touches with no response, or explicitly not a fit |
Creating / enriching a lead
- Search first —
search_memory({query: "<github handle | x handle | email | company>"}). If a lead exists, enrich it; don't duplicate.
- If new: create the
lead entity with metadata {name, company, source, stage, github_handle, x_handle, email, notes}. Set stage to the lowest stage the evidence supports.
save_memory({content: "<who, company, source>", semantic_type: "lead:created", entity_ids: [<lead>, <source connector event>]}).
Logging an interaction
After any touchpoint (a meeting Burak had, a DM exchange, an issue reply you drafted):
save_memory({content: "{type, summary, next_action, date}", semantic_type: "lead:interaction", entity_ids: [<lead>]}). Update the lead's notes / stage if the touch moved it (see "advancing a stage").
Advancing a stage
save_memory({content: "{from, to, reason}", semantic_type: "lead:stage_changed", entity_ids: [<lead>]}).- Update the
lead entity's stage field.
Never change stage without the matching event.
Opening / updating a pilot
- Open: create a
pilot entity {company, seats, mrr, status: "active", start_date, success_metric, lead_id}; converted-to relationship from the lead; save_memory({..., semantic_type: "pilot:created", entity_ids: [<pilot>, <lead>]}); move the lead to pilot.
- Update:
save_memory({content: "{from, to, note}", semantic_type: "pilot:status_changed", entity_ids: [<pilot>]}); update the entity's status (active → won | lost | paused); if won, move the lead to customer.
Reads the operator asks for
- "who starred us this week and isn't tracked?" — pull recent
stargazer events (github connector), diff against lead entities with a github_handle, return the gap.
- "show the pipeline" —
lead entities grouped by stage, each with last-touch date and next action, ranked within stage by closeness-to-pilot.
- "state of the pilot?" — the
pilot entity + its pilot:* events, newest first.
Weekly digest (used by the funnel-digest Automation)
A Slack message, in this shape — keep it short:
- One line at the top: the single recommended action this week.
- Funnel snapshot: counts per stage, and what moved (new leads, stage changes, new/updated pilots).
- Top-of-funnel: stars / X mentions / HN+PH activity since last digest.
- Stale leads: anyone in
conversation with no touch in 7+ days — flag for follow-up.
- Gaps: e.g. "12 new stars, 0 became leads — are we capturing the right signal?"
Always end with the next action, never just the status.
1---2name: crm-ops3description: How to operate the Lobu funnel CRM — create and enrich leads, log interactions, advance funnel stages, open and update pilots, and produce the weekly digest. Use whenever the task touches the pipeline.4---56# CRM operations78The CRM lives in Lobu memory. Two entity types — `lead` and `pilot` — hold current state; events of type `lead:*` / `pilot:*` are the append-only history. The `converted-to` relationship links a `lead` to the `pilot` it became.910## Funnel stages (the `stage` field on `lead`)1112`signal` → `trial` → `conversation` → `pilot` → `customer`, plus `cold` (went quiet / not a fit). "Reach" (an impression, a passing tweet view) is not a stage — no lead record until there's a signal.1314| Stage | Enter it when… |15|---|---|16| `signal` | starred the repo, followed on X, @-mentioned Lobu, commented on an issue |17| `trial` | cloned / ran `lobu run` / completed the quickstart / asked a real deployment question |18| `conversation` | DM'd, requested a demo, booked a call, said "we want to deploy this" |19| `pilot` | signed up for a paid pilot — open a `pilot` entity, link with `converted-to` |20| `customer` | converted from pilot to a paid contract |21| `cold` | three touches with no response, or explicitly not a fit |2223## Creating / enriching a lead24251. **Search first** — `search_memory({query: "<github handle | x handle | email | company>"})`. If a `lead` exists, enrich it; don't duplicate.262. If new: create the `lead` entity with metadata `{name, company, source, stage, github_handle, x_handle, email, notes}`. Set `stage` to the lowest stage the evidence supports.273. `save_memory({content: "<who, company, source>", semantic_type: "lead:created", entity_ids: [<lead>, <source connector event>]})`.2829## Logging an interaction3031After any touchpoint (a meeting Burak had, a DM exchange, an issue reply you drafted):32`save_memory({content: "{type, summary, next_action, date}", semantic_type: "lead:interaction", entity_ids: [<lead>]})`. Update the lead's `notes` / `stage` if the touch moved it (see "advancing a stage").3334## Advancing a stage35361. `save_memory({content: "{from, to, reason}", semantic_type: "lead:stage_changed", entity_ids: [<lead>]})`.372. Update the `lead` entity's `stage` field.38Never change `stage` without the matching event.3940## Opening / updating a pilot4142- Open: create a `pilot` entity `{company, seats, mrr, status: "active", start_date, success_metric, lead_id}`; `converted-to` relationship from the lead; `save_memory({..., semantic_type: "pilot:created", entity_ids: [<pilot>, <lead>]})`; move the lead to `pilot`.43- Update: `save_memory({content: "{from, to, note}", semantic_type: "pilot:status_changed", entity_ids: [<pilot>]})`; update the entity's `status` (`active` → `won` | `lost` | `paused`); if `won`, move the lead to `customer`.4445## Reads the operator asks for4647- **"who starred us this week and isn't tracked?"** — pull recent `stargazer` events (github connector), diff against `lead` entities with a `github_handle`, return the gap.48- **"show the pipeline"** — `lead` entities grouped by `stage`, each with last-touch date and next action, ranked within stage by closeness-to-pilot.49- **"state of the <company> pilot?"** — the `pilot` entity + its `pilot:*` events, newest first.5051## Weekly digest (used by the funnel-digest Automation)5253A Slack message, in this shape — keep it short:541. **One line at the top: the single recommended action this week.**552. Funnel snapshot: counts per stage, and what moved (new leads, stage changes, new/updated pilots).563. Top-of-funnel: stars / X mentions / HN+PH activity since last digest.574. Stale leads: anyone in `conversation` with no touch in 7+ days — flag for follow-up.585. Gaps: e.g. "12 new stars, 0 became leads — are we capturing the right signal?"5960Always end with the next action, never just the status.
lobu-ai