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

0•

Productivity & Workflow

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

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

01Automated property management for deadlines, priorities, and meeting summaries

02AI-driven advancement signals that detect when a lead is ready for the next stage

03Append-only Update Log formatting to maintain a clean chronological history

04Enforced 11-stage Biz Funnel workflow to ensure consistent sales progression

05Robust search protocol with relevance filtering to prevent database duplication

060 GitHub stars

Use Cases

01Extracting key decisions from a meeting transcript and logging them into the CRM

02Updating a lead's stage from 'Credibilidade' to 'Oferta' based on pricing inquiries

03Analyzing stalled opportunities to generate proactive unblocking recommendations

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add rogeriorm/crm crm-data-model

For use in Claude.ai and ChatGPT

Download Skill