The Client Pipeline
Skills · Subagent · Command · PDF
.claude/the-client-pipeline/zip
skills/06
├ case-study-writer
├ discovery-call-prep
├ follow-up-sequence
├ proposal-writer
├ prospect-research
├ scope-and-quote
agents/01
├ new-business-researcher
commands/01
├ /prospect
FIELD-GUIDE.pdf7pp
English
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Built for Claude first, our recommended agent. Skills follow the open Agent Skills standard (SKILL.md), so they also run in any agent that reads it; subagents and slash commands are Claude Code formats.
The Client Pipeline
New business for agencies and independents, without the guesswork
six skills·one subagent·one command·7-page guide
Your agent turns a name on a list into a sourced account dossier, a discovery call with the questions in order, and a proposal priced on your rates, not its own.
Executive summary
- The problem
- New business is mostly lost before the pitch: a thin dossier, a discovery call that never reaches scope, an estimate priced apologetically. And when your AI drafts the research, it states its guesses about the prospect as fact, so you find out in the room.
- What it does
- prospect-research and the new-business-researcher subagent return a sourced dossier with a confidence label on every finding, discovery-call-prep orders the questions by what unblocks scope, and scope-and-quote prices three options on your rates.
- Why take it
- Every pitch costs days you do not bill. This makes the road from first call to signature repeatable, with nothing in front of the client you cannot source.
For agency new-business leads, studio owners and independents who pitch for their own work.
In the first week you will
- 01Run /prospect on a company name or URL and take the sourced dossier, with a confidence label on every finding, into the discovery call
- 02Run discovery-call-prep the morning before and leave with twelve to fifteen questions ordered by what unblocks the scope
- 03Turn the notes into a proposal with proposal-writer and price it with scope-and-quote in three options, lean, standard and full, on your rates
Contents of the Kit
- 01Six installable agent skills: prospect-research, discovery-call-prep, proposal-writer, scope-and-quote, case-study-writer, follow-up-sequence
- 02The new-business-researcher subagent: gathers the public facts on an account and returns a sourced fact list with everything it could not verify flagged
- 03A /prospect slash command that builds an account dossier from a company name or URL
- 04Proposal and estimate templates that the tools fill: three options per estimate (lean, standard, full), contingency stated as a percentage, every rate supplied by you
- 05A 7-page Field Guide on running new business as a pipeline rather than a series of favors
- 06Plugin manifest included: install as a Claude Code plugin or copy the folders
One skill, as it ships
SKILL.md
prospect-research
- Use when
- Use when a company name or URL comes in as a lead, before a first call, before writing outreach, or when the user asks "what do we know about this company".
- Requires
- Company name or website URL
- Will not
- No facts from memory · No personal data beyond public job titles · No invented statistics
- Returns
- Account dossier: {company}
One of six skills in the kit · All of them install the same way
The contents, in full · six skills, one subagent, one command
- 01prospect-researchAn account dossier from public sources: what they sell, how they acquire customers, visible gaps, likely decision makers by role, a hypothesis of what to pitch, and a confidence label on every finding.
- 02discovery-call-prepObjectives, twelve to fifteen questions ordered by what unblocks scoping, hypotheses to test, red flags to listen for, and the close: next step, who, when.
- 03proposal-writerThe proposal from your discovery notes: their situation in their words, objective, approach in phases, deliverables, timeline, team, pricing structure, assumptions, out of scope, next step. Length-capped.
- 04scope-and-quoteWork breakdown, hours per line with the basis stated, contingency as an explicit percentage, three options.
- 05case-study-writerSituation, task, action, result, in 400 to 600 words, every number supplied and approved.
- 06follow-up-sequenceFive touches after a proposal, spaced, short, each adding one piece of value. No pressure tactics.
- 07new-business-researcher (subagent)Fetches and reads the public sources and hands the research skill a fact list with sources, with everything it could not verify flagged.
- 08/prospectBuilds an account dossier from a company name or URL, delegating the fact gathering to the subagent where it is available, with no facts from memory and no personal data beyond public job titles.
The Client Pipeline turns each step between the first conversation and the signature into a tool with a fixed output, so the work is done the same way every time, including the follow-up that usually stops after one email. Two rules run through the kit. The tools never invent a price, a rate or a result; you supply them and the tools structure them. And they never collect personal data beyond public job titles: the research is about the company and how it sells, not about the people.
Pairs with
Think Like a CMO explains where demand comes from. This kit is for the people who sell the work of creating it.
Before you buy
01Do I need Claude Code?
No. Every skill uploads to claude.ai as a zip. Subagents and slash commands are the Claude Code extras.
02I am not a programmer.
Install is copying folders into a .claude directory. The Field Guide in each kit assumes nothing beyond that.
03Will it work in my agent?
Skills follow the open Agent Skills standard (SKILL.md), so any agent that reads it can run them. Built for Claude first, our recommended agent.
04Do the tools invent numbers?
Never. Every figure is supplied by you, confirmed by you, or labeled as an assumption in the output.
05How does it arrive?
Instantly. Pay by card and the download link is in your inbox within seconds, and on the confirmation screen.
06Is this a subscription?
No. One payment, lifetime access to your download, every future revision of what you bought included.
07What if it is not useful to me?
Write to info@conclusionmp.com within 14 days of purchase and you get a full refund. No questions, no forms.
Ready when you are
The Client Pipeline, $12.
Instant download, one payment, every future revision included. Or take The Agency Desk, four items for $35, and this kit works out at $8.75.