daily-crm-brief

Official

Daily CRM brief: orchestrate pipeline to action.

Authorsystempromptio
Version1.0.0
Installs0

System Documentation

What problem does it solve?

The daily CRM briefing orchestrates pipeline-tracker data, hypothesis-ledger context, and CRM state into a single actionable summary, reducing manual triage and scattered notes.

Core Features & Use Cases

  • Orchestrates pipeline data, hypotheses, and CRM updates to produce a morning brief Ed can act on.
  • Identifies hot leads, overdue follow-ups, and stale deals; surfaces prioritized actions.
  • Writes daily brief to disk, updates strategy master, and logs new hypotheses with C-### identifiers.

Quick Start

Run the CRM daily brief to generate today’s pipeline snapshot and suggested actions.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: daily-crm-brief
Download link: https://github.com/systempromptio/systemprompt-marketplace/archive/main.zip#daily-crm-brief

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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