Manage local kanban pipelines for SME financing leads with rule-based scoring.
npx skills add https://github.com/mr-kelly/skills --skill kelly-lead-funnel
Please help me install this Agent Skill. Skill: kelly-lead-funnel Source: https://github.com/mr-kelly/skills/tree/main/skills/kelly-lead-funnel Command: npx skills add https://github.com/mr-kelly/skills --skill kelly-lead-funnel
This skill provides a structured, local-first environment for BD and sourcing teams to manage merchant financing leads without relying on external SaaS tools or exposing sensitive financial data to the cloud.
Invoke the kelly-lead-funnel skill to seed the pipeline and launch the local kanban dashboard for your current lead review.
High-intent search queries and answers about installing and using this skill.
A local-first kanban dashboard manages SME financing leads entirely offline. It uses local JSON data files and a Hono-based web interface to keep sensitive financial data strictly on your hardware without cloud exposure.
Deterministic lead scoring calculates a 0-100 quality score for merchant financing leads using rule-based factors. It evaluates store count, revenue, and category risk to automatically triage leads within the local pipeline.
Offline lead management tracks stage transitions and rejections via an append-only local log. This maintains an audit-ready history of all pipeline movements and human-authored notes for full team accountability.
Hono works effectively for building a local web interface for pipeline management. Paired with the @hono/node-server dependency, it serves a visual kanban dashboard operating entirely offline using local JSON data files.
The best way to triage SME financing leads is a structured kanban pipeline with five distinct funnel stages. This moves leads from initial contact to term-sheet readiness while applying automated, rule-based quality scoring.
Limitations of a local-first lead management system include restricted remote access and lack of cloud synchronization. It operates entirely offline using local JSON data files, limiting real-time collaboration to the local hardware environment.
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