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kelly-lead-funnellisted

Busabase-backed 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 · ★ 5 · AI & Automation · score 71
Install: claude install-skill mr-kelly/skills
# Deal Sourcing Funnel ## Overview Kelly Lead Funnel is a Busabase Cloud App-in-Skill. Its canonical product surface is the AirApp in Busabase, not a separate local-data product. The same Hono source supports an explicitly requested local preview with OAuth connection bootstrap. It gives a BD/sourcing team a kanban board plus a per-lead detail panel to triage merchant/business financing leads (merchant cash advance, revenue-based financing, or similar) for any lender or investment fund: move a lead's stage, reject with a reason, and leave notes — all direct, immediate writes to Busabase. This is a control-panel/kanban App-in-Skill, not a review-then-approve queue: there is no AI-authored draft to approve and no separate execute/decisions step. The score and suggested next action are computed by a documented rule-based function (`content/kelly-lead-funnel-app/app/js/lead-funnel-model.js`, ported from the retired `lib/scoring.ts`); the human sourcing-team operator makes every stage/reject/note decision directly in the kanban UI, the same way `kelly-crm`'s kanban stage moves work. Default behavior is AirApp-first. Unless the user explicitly asks only for explanation, give the user the clickable AirApp URL. Start localhost only when local preview/debugging is explicitly requested; it uses the same Busabase resources and never offers another data provider. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## Mandatory Dependencies 1. Read