systempromptio CRM Guide
Pipeline management, lead tracking, and outreach skills for systemprompt.io.
Dependencies
Load commons:identity and commons:marketing-identity before using CRM skills. Load crm-identity for pipeline definitions and lead scoring.
Patterns Implemented
This plugin implements three commons patterns:
commons:hypothesis-ledger-pattern→crm-hypothesis-ledger(C-### prefix, 14-day window)commons:strategy-master-pattern→crm-strategy-master(pipeline health, deal velocity north star)commons:daily-brief-pattern→daily-crm-brief(8-step orchestration, 15-minute target)
Skills
Strategy and Measurement
| Task | Skill | Frequency |
|---|---|---|
| Pipeline definitions and lead scoring | crm-identity |
Load first |
| Morning CRM briefing | daily-crm-brief |
Daily /loop |
| Track CRM actions (C-###) | crm-hypothesis-ledger |
On every action |
| Living CRM strategy doc | crm-strategy-master |
On reviews |
| Daily data collection and pipeline state | pipeline-tracker |
Daily |
Lead Operations
| Task | Skill | Frequency |
|---|---|---|
| Enrich leads with GitHub/web data | lead-enrichment |
On new leads |
| Draft and send emails via Resend API | email-composer |
On outreach |
Report Directory
All CRM reports live at: /var/www/html/systemprompt-web/reports/crm/