setup-interview
OfficialDesign your CRM in plain-English.
Product & Management#validation#configuration#crm#interview#pipeline#requirements-gathering#project-specification
Authormarmelab
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill turns a blank CRM build into a structured project specification by guiding you through a domain-by-domain interview so the orchestrator can generate the right CRM behavior and layout.
Core Features & Use Cases
- Guided domain interview: Collects business context, entities, custom fields, pipeline stages, user roles, integrations, and UI preferences in a controlled order.
- Resumable setup with validation: Detects whether a project context file exists, resumes or restarts as needed, and locks the spec only after final confirmation.
- Safe write scope: Restricts updates to a single config file so you do not accidentally affect application source code.
Quick Start
Start an interview by telling the assistant: "Let's set up my CRM—industry is __, team size is __, I manage __, and my main goal is __."
Dependency Matrix
Required Modules
None requiredComponents
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: setup-interview Download link: https://github.com/marmelab/crm-builder/archive/main.zip#setup-interview Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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