What problem does it solve?
It solves the problem of losing visibility across a GEO agency sales pipeline by centralising prospects, audit history, notes, and deal outcomes in one place.
Core Features & Use Cases
- Prospect CRM-lite pipeline tracking: Move leads through Lead → Qualified → Proposal Sent → Won → Lost while keeping monthly value and contract start details.
- Audit-to-sales workflow: Run a quick GEO audit for a domain, store the GEO score and snapshot, and generate or guide the next sales action.
- Proposal and pipeline summaries: Produce detailed prospect views, add timestamped notes, and generate revenue-focused pipeline summaries for planning and forecasting.
- Use Case: When a new agency inquiry arrives for a domain, create a prospect, run a quick GEO audit to score it, then either qualify it and push a proposal, or follow up later based on the score and notes.
Quick Start
Create a new prospect for a domain and immediately proceed to scoring by asking the assistant to run: /geo prospect new example.com.