kelly-lead-funnellisted

Local App-in-Skill control panel / kanban board for a BD or sourcing team triaging merchant and business financing leads for a lender or investment fund. Use when the user invokes $kelly-lead-funnel or /kelly-lead-funnel, wants to review the deal sourcing pipeline, funnel, lead board, or asks to move a lead's stage, reject a lead, add a note, score a lead, or see funnel conversion rates. Deterministic rule-based lead scoring only — never an LLM call — and never sends outreach, signs term sheets, or moves money.
mr-kelly/skills · ★ 3 · AI & Automation · score 74

Install: claude install-skill mr-kelly/skills

# Deal Sourcing Funnel ## Overview Use this skill as a generic BD/sourcing pipeline operator for any lender or investment fund sourcing SME financing candidates (merchant cash advance, revenue-based financing, or similar). It ingests a mock/local pipeline of merchant leads, computes a deterministic lead-quality score, and gives the sourcing team a kanban board plus a per-lead detail panel to move stages, reject with a reason, and leave notes — all written to local handoff files. This is a control-panel/kanban App-in-Skill, not a review queue: there is no AI-authored draft to approve. The score and suggested next action are computed by a documented rule-based function (`lib/scoring.ts`); the human makes the stage/reject/note decisions. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding/config, seed the pipeline if empty, and start/reuse the local app with `app/start.sh`, giving the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", or similar. ## App UI Screenshots <table> <tr> <td width="50%"><img src="assets/screenshots/overview.webp" alt="Deal Sourcing Funnel overview"></td> <td width="50%"><img src="assets/screenshots/kanban.webp" alt="Deal Sourcing Funnel kanban board"></td> </tr> <tr> <td>Overview Funnel summary header with per-stage counts, conversion rates, and rejection rate.</td> <td>Kanban board Leads across New →