How does the skill handle duplicate search results in Notion?

It uses a strict Search Protocol that filters results by name relevance and asks the user to select the correct opportunity if multiple matches are found.

What is the Biz Funnel in this skill?

The Biz Funnel is a specific 11-stage workflow (from Marketing to Relacionamento) that the skill uses to track the lifecycle of a business opportunity.

Can I skip stages in the sales process?

No, the skill enforces a rule that stages must be followed sequentially (e.g., you cannot jump from Credibilidade to Proposta) to ensure data accuracy.

What is the Update Log format?

The Update Log uses a 'DD/MM: [action]' format. It is append-only, meaning new entries are added to the top without deleting previous history.

CRM Data Model for Notion

Name: CRM Data Model for Notion
Author: rogeriorm

byrogeriorm

Productivity & Workflow

Manages sales pipelines and business opportunities within Notion using structured workflows and AI-driven advancement logic.

About

This skill empowers Claude to act as a sophisticated CRM manager by integrating directly with Notion databases. It enforces a rigorous 11-stage 'Biz Funnel' workflow, ensuring that opportunities progress logically from Marketing to Relationship management without skipping steps. The skill standardizes data entry through append-only update logs, manages complex status transitions, and utilizes pattern detection to provide actionable AI recommendations for deal advancement. It is ideal for teams using Notion as their primary business management tool who want to maintain high data integrity and gain strategic insights into their sales pipeline.

Key Features

Automated property management for deadlines, priorities, and meeting summaries
AI-driven advancement signals that detect when a lead is ready for the next stage
Append-only Update Log formatting to maintain a clean chronological history
Enforced 11-stage Biz Funnel workflow to ensure consistent sales progression
Robust search protocol with relevance filtering to prevent database duplication
0 GitHub stars

Use Cases

Extracting key decisions from a meeting transcript and logging them into the CRM
Updating a lead's stage from 'Credibilidade' to 'Oferta' based on pricing inquiries
Analyzing stalled opportunities to generate proactive unblocking recommendations

About

Key Features

Automated property management for deadlines, priorities, and meeting summaries
AI-driven advancement signals that detect when a lead is ready for the next stage
Append-only Update Log formatting to maintain a clean chronological history
Enforced 11-stage Biz Funnel workflow to ensure consistent sales progression
Robust search protocol with relevance filtering to prevent database duplication
0 GitHub stars

Use Cases

Extracting key decisions from a meeting transcript and logging them into the CRM
Updating a lead's stage from 'Credibilidade' to 'Oferta' based on pricing inquiries
Analyzing stalled opportunities to generate proactive unblocking recommendations