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bostonrobbie
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Pipeline Tracker

Parse markdown lead data to generate an HTML pipeline board and text summary.

Updated Aug 23, 2026
Search Tags:#reporting#action items#lead management#sales pipeline#kanban board#CRM substitute
One-click install
npx skills add https://github.com/bostonrobbie/BDR --skill pipeline-tracker-bostonrobbie
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Pipeline Tracker
Source: https://github.com/bostonrobbie/BDR/tree/main/skills/pipeline-tracker
Command: npx skills add https://github.com/bostonrobbie/BDR --skill pipeline-tracker-bostonrobbie

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a clear, visual overview of sales pipeline stages and highlights immediate action items, helping sales representatives like Rob manage their warm leads effectively without a full CRM.

Core Features & Use Cases

  • Visual Pipeline Board: Generates an HTML kanban-style board categorizing contacts by their stage (e.g., "Replied — Hot", "Meeting Booked", "Engaged — Nurturing").
  • Actionable Insights: Identifies contacts needing immediate attention based on inactivity and follow-up schedules.
  • Daily Summary: Provides a concise text summary of key metrics and action items directly in the chat.
  • Use Case: Rob can ask for his "pipeline board" and instantly see which leads are hot, which need follow-up today, and how many meetings he's booked this month, all without leaving his current workflow.

Quick Start

Ask for the pipeline board to see your current sales pipeline status.

Frequently Asked Questions about Pipeline Tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I visualize my sales pipeline without a full CRM?▼

This Skill generates an HTML kanban-style sales pipeline board by parsing lead data from markdown files, classifying contacts into stages like "Meeting Booked" and "Replied — Hot" to provide a visual CRM substitute.

How do I track urgent sales action items from markdown lead data?▼

It tracks urgent action items by parsing markdown lead files to flag contacts needing immediate attention based on inactivity and follow-up schedules, delivering a concise text summary of daily priorities.

Can I use markdown files for lead management instead of a dedicated CRM?▼

Yes, this Skill parses contact data from markdown files to classify leads into distinct pipeline stages and track key performance indicators like meetings booked, functioning effectively as a CRM substitute.

What is the best way to generate a kanban board for my sales pipeline?▼

The best way is to parse lead data from markdown files to generate a visual HTML kanban board, categorizing contacts by their sales pipeline stage and priority to visualize status instantly.

Do I need a CRM to track meetings booked and lead stages?▼

No, a full CRM is not required. This Skill parses markdown lead data to classify contacts into stages and tracks key performance indicators like meetings booked, serving as a direct CRM substitute.

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