feat(wealth-management): add prospect-intake skill and /prospect command#255
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raihan-js wants to merge 1 commit into
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feat(wealth-management): add prospect-intake skill and /prospect command#255raihan-js wants to merge 1 commit into
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Adds a prospect intake & qualification workflow to the wealth-management vertical — the one gap in the vertical, whose existing skills all serve existing clients rather than inbound leads. Captures a lead (referral, seminar, web form, COI intro), enriches from public sources, qualifies against the advisor's ideal-client profile and account minimum, dedupes against the CRM (reusing the deal-sourcing pattern), and drafts a compliant first-touch + first-meeting agenda — all staged for advisor review, never auto-sent. No investment advice or suitability determination. - skills/prospect-intake/SKILL.md - commands/prospect.md (/prospect) - README: wealth-management skill table row Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Hi @mattpic-ant — thanks for open-sourcing this, it's a great reference set to build on. 👋 When you have a moment, I'd love a review on a couple of small
Together they round out the advisor workflow (the vertical's current skills all serve existing clients). Happy to adjust scope, naming, or split them however fits the repo's direction — just let me know. No rush, and thanks for taking a look! |
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What
Adds a
prospect-intakeskill and/prospectcommand to thewealth-managementvertical.Why
Every existing skill in
wealth-managementserves existing clients —client-review,financial-plan,portfolio-rebalance,client-report,investment-proposal,tax-loss-harvesting. There is no workflow for inbound prospects, the most business-development-heavy part of an advisor's job. This fills that gap.What it does
Captures an inbound lead (referral, seminar sign-up, web form, COI intro) → enriches from public sources only → qualifies against the advisor's ideal-client profile and account minimum → dedupes against the CRM → drafts a compliant first-touch email + first-meeting agenda. Everything is staged for advisor review, never auto-sent.
It deliberately mirrors the existing PE
deal-sourcingskill (discover → CRM dedupe → draft outreach) so it is idiomatic to the repo, and carries the repo's standard guardrails: no investment advice, no suitability/Reg BI determination, honor do-not-contact, compliance note.Changes
plugins/vertical-plugins/wealth-management/skills/prospect-intake/SKILL.md(new)plugins/vertical-plugins/wealth-management/commands/prospect.md(new →/prospect)README.md— row added to the wealth-management skill tableplugin.json— version bumped0.1.2 → 0.1.3Validation
python3 scripts/check.py→ OK, 0 issuessecret-scancheck) passes locally