axis-crm 1.0.0

package/template/leads/bytovy-architekt-kovar.md

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+---
+title: 'Bytovy architekt Kovar'
+created: '2026-03-15'
+tags: [lead]
+type: lead
+status: 'qualified'
+priority: 'medium'
+city: 'Praha'
+size: 'micro'
+industry: 'architektura'
+source: 'referral'
+email: 'info@architekt-kovar.cz'
+phone: '+420 733 444 555'
+ico: '11223344'
+web: 'https://architekt-kovar.cz'
+score: 55
+first_contact: ''
+---
+
+## Notes
+
+Referral from a mutual contact. Interior architect looking for a website + portfolio system. Currently on Wix, wants something more professional. Score 55 — ready for outreach.

package/template/leads/green-energy-as.md

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+---
+title: 'Green Energy a.s.'
+created: '2026-03-20'
+tags: [lead]
+type: lead
+status: 'enriched'
+priority: ''
+city: 'Brno'
+size: '50-200'
+industry: 'energetika'
+source: 'apify'
+email: 'info@green-energy.cz'
+phone: '+420 511 222 333'
+ico: '87654321'
+web: 'https://green-energy.cz'
+score: 35
+first_contact: ''
+---
+
+## Notes
+
+Energy company from Brno. Website looks outdated — opportunity for redesign. ARES verified, ICO valid. Awaiting qualification (score currently 35).

package/template/leads/nova-digital-sro.md

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+---
+title: 'Nova Digital s.r.o.'
+created: '2026-04-01'
+tags: [lead]
+type: lead
+status: 'new'
+priority: ''
+city: ''
+size: ''
+industry: ''
+source: 'firmy-cz'
+email: ''
+phone: ''
+ico: ''
+web: ''
+score: 0
+first_contact: ''
+---
+
+## Notes
+
+Found via firmy.cz scrape. No additional information yet.

package/template/leads/restaurace-u-zlateho-lva.md

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+---
+title: 'Restaurace U Zlateho Lva'
+created: '2026-02-28'
+tags: [lead]
+type: lead
+status: 'opportunity'
+priority: 'high'
+city: 'Plzen'
+size: 'micro'
+industry: 'gastronomie'
+source: 'manual'
+email: 'majitel@uzlateholva.cz'
+phone: '+420 377 111 222'
+ico: '99887766'
+web: 'https://uzlateholva.cz'
+score: 82
+first_contact: '2026-03-05'
+campaign: 'cold-outreach-q1-2026'
+---
+
+## Notes
+
+Owner responded enthusiastically to cold email. Wants a full website + online reservations + Google Business profile. Meeting scheduled for 10.04. Hot lead — conversion to client expected after the meeting.

package/template/leads/techpro-solutions.md

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+---
+title: 'TechPro Solutions s.r.o.'
+created: '2026-03-10'
+tags: [lead]
+type: lead
+status: 'contacted'
+priority: 'high'
+city: 'Ostrava'
+size: '10-50'
+industry: 'it-services'
+source: 'apify'
+email: 'obchod@techpro.cz'
+phone: '+420 599 888 777'
+ico: '55667788'
+web: 'https://techpro.cz'
+score: 65
+first_contact: '2026-03-25'
+campaign: 'cold-outreach-q1-2026'
+---
+
+## Notes
+
+IT company from Ostrava, offering managed services and cloud. Email sent on 25.03., awaiting response. Website is solid but lacks modern design — they might be interested in a refresh.

package/template/rules/fields.md

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+---
+title: Required Fields by Stage
+type: rules
+---
+
+# Required fields by stage
+
+## Lead
+
+| Field         | new | enriched | qualified | contacted | responded | opportunity |
+| ------------- | --- | -------- | --------- | --------- | --------- | ----------- |
+| title         | x   | x        | x         | x         | x         | x           |
+| created       | x   | x        | x         | x         | x         | x           |
+| source        | x   | x        | x         | x         | x         | x           |
+| city          |     | x        | x         | x         | x         | x           |
+| industry      |     | x        | x         | x         | x         | x           |
+| ico           |     | x        | x         | x         | x         | x           |
+| web           |     | x        | x         | x         | x         | x           |
+| email         |     | x        | x         | x         | x         | x           |
+| score         |     |          | x         | x         | x         | x           |
+| campaign      |     |          |           | x         | x         | x           |
+| first_contact |     |          |           | x         | x         | x           |
+| priority      |     |          |           |           |           | x           |
+
+## Client (README.md)
+
+All lead fields plus:
+
+- `converted_from_lead` — reference to original lead (git history)
+- `status` — active, in-progress, paused, closed, not-actual
+
+## Contact
+
+Always required: `title`, `email`
+Recommended: `role`, `phone`, `linkedin`
+
+## Meeting
+
+Always required: `title`, `date`, `attendees`
+Recommended: `duration`, `next_steps`
+
+## Project
+
+Always required: `title`, `status`
+Recommended: `start`, `deadline`, `value`

package/template/rules/lifecycle.md

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+---
+title: Lead Lifecycle Rules
+type: rules
+---
+
+# Lead Lifecycle
+
+## Stages
+
+| Status        | Location                 | Description                                |
+| ------------- | ------------------------ | ------------------------------------------ |
+| `new`         | `leads/`                 | Just created, no data beyond source        |
+| `enriched`    | `leads/`                 | Enriched (ICO, web, email, industry)       |
+| `qualified`   | `leads/`                 | Score > 40, ready for outreach             |
+| `contacted`   | `leads/`                 | Email sent, awaiting response              |
+| `responded`   | `leads/`                 | Responded — positive or negative           |
+| `opportunity` | `leads/`                 | Confirmed interest, meeting scheduled      |
+| `client`      | `clients/company/`       | Converted — folder created                 |
+| `not-actual`  | `leads/` or `clients/`   | Closed, not relevant                       |
+
+## Transitions
+
+```
+new → enriched       Trigger: ARES/web scrape completed
+enriched → qualified Trigger: score > 40
+qualified → contacted Trigger: email sent (campaign assigned)
+contacted → responded Trigger: response received
+responded → opportunity Trigger: positive response, meeting scheduled
+opportunity → client  Trigger: contract/agreement, convert-to-client.sh
+* → not-actual        Trigger: manual decision
+```
+
+## Lead to client conversion
+
+When: lead reaches the `opportunity` or `client` stage.
+
+Process:
+
+1. Run `scripts/convert-to-client.sh company-slug`
+2. Script creates `clients/company-slug/` from template
+3. Frontmatter data is copied into `README.md`
+4. Contacts are moved to `clients/company-slug/contacts/`
+5. Old `leads/company-slug.md` is deleted (history preserved in git)
+6. Status is set to `active`
+
+## Rules
+
+- A lead NEVER has a folder — always a single file
+- A client ALWAYS has a folder — even if it's empty
+- Deleted lead = git history, not a trash bin
+- Conversion is one-way (client → lead does not exist)

package/template/rules/scoring.md

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+---
+title: Lead Scoring Rules
+type: rules
+---
+
+# Lead Scoring
+
+Score 0-100. The higher the score, the better the lead.
+
+## Criteria
+
+| Criterion              | Points | Description                                  |
+| ---------------------- | ------ | -------------------------------------------- |
+| Has email              | +10    | Contact email found                          |
+| Has phone              | +5     | Phone number found                           |
+| Has website            | +5     | Website exists                               |
+| Has ICO (ARES verified)| +10    | Verified in ARES                             |
+| Industry match         | +15    | Industry matches our target segment          |
+| City match             | +10    | Location in our region                       |
+| Web quality            | +10    | Website looks outdated/weak = opportunity    |
+| Revenue (ARES)         | +10    | Revenue > 2M CZK/year                        |
+| Employee count         | +5     | 2-50 employees (SMB sweet spot)              |
+| Social presence        | +5     | Company LinkedIn/FB profile                  |
+| Responded to outreach  | +15    | Responded to email                           |
+
+## Thresholds
+
+| Score  | Action                                |
+| ------ | ------------------------------------- |
+| 0-20   | New, not enriched                     |
+| 21-40  | Enriched, awaiting qualification      |
+| 41-60  | Qualified, ready for outreach         |
+| 61-80  | Strong lead, priority outreach        |
+| 81-100 | Hot lead, immediate action            |
+
+## Automatic updates
+
+Score is recalculated when:
+
+- Enrichment (ARES data received)
+- Web scrape completed
+- Email response received
+- Manual update

package/template/rules/structure.md

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+---
+title: Client Folder Structure
+type: rules
+---
+
+# Client folder structure
+
+Every client in `clients/` follows this structure:
+
+```
+clients/company-name/
+  README.md              # client overview (status, contact, summary)
+  contacts/              # people from the company
+    jan-novak.md         # contact person
+  communication/         # key decisions and communication
+    2026-04-10-cena-dohodnuta.md
+  files/                 # documents
+    contracts/           # signed contracts, NDAs, amendments
+    proposals/           # price quotes, proposals
+    invoices/            # issued invoices
+  meetings/              # meeting notes
+    2026-04-10-kickoff.md
+  projects/              # projects for the client
+    project-name/        # each project = folder
+      README.md          # scope, status, timeline
+      zadani.md          # brief from the client
+      deliverables/      # outputs
+      notes/             # ongoing notes
+```
+
+## What goes where
+
+### contacts/
+
+Each person from the client company = one .md file.
+
+- Frontmatter: name, role, email, phone, linkedin
+- Body: notes, preferences, what you know about them
+
+### communication/
+
+Important decisions and communication. NOT every email — only what changes direction.
+
+- Filename format: `YYYY-MM-DD-description.md`
+- Frontmatter: date, channel (email/call/chat), participants, decision
+- Example: `2026-04-10-cena-dohodnuta.md` — client approved the quote
+
+### files/
+
+Documents associated with the client.
+
+- `contracts/` — signed contracts, NDAs, amendments, orders
+- `proposals/` — price quotes, proposals (including drafts)
+- `invoices/` — issued invoices
+- Filename format: `YYYY-MM-DD-description.pdf`
+- NEVER `final_v3_FINAL(2).pdf` — use git for versioning
+
+### meetings/
+
+Meeting notes.
+
+- Filename format: `YYYY-MM-DD-topic.md`
+- Frontmatter: date, attendees, duration
+- Body: summary, action items, transcript (in <details>)
+- Automatically populated from Fireflies webhook (see automations/)
+
+### projects/
+
+Each project = its own folder.
+
+- `README.md` — scope, status, timeline, deliverables
+- `zadani.md` — original brief from the client
+- `deliverables/` — final outputs
+- `notes/` — ongoing notes, drafts
+
+## Rules
+
+1. **A lead is a file, a client is a folder.** A lead doesn't need meetings and projects.
+2. **Lead to client conversion:** `scripts/convert-to-client.sh slug`
+3. **New project:** copy `templates/project/` to `clients/company/projects/name/`
+4. **New communication:** copy `templates/communication.md`
+5. **Git = database.** Versioning, blame, history — all for free.

package/template/scripts/convert-to-client.sh

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+#!/usr/bin/env bash
+set -euo pipefail
+
+# convert-to-client.sh — Convert a lead to a client with full folder structure
+#
+# Usage:
+#   ./convert-to-client.sh firma-slug
+#
+# What it does:
+#   1. Reads leads/firma-slug.md
+#   2. Creates clients/firma-slug/ folder structure
+#   3. Copies frontmatter to clients/firma-slug/README.md
+#   4. Updates status to "active" and type to "client"
+#   5. Deletes the lead file (history preserved in git)
+
+CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
+LEADS_DIR="$CRM_DIR/leads"
+CLIENTS_DIR="$CRM_DIR/clients"
+CLIENT_TEMPLATE="$CRM_DIR/templates/client/README.md"
+
+if [ $# -lt 1 ]; then
+  echo "Usage: convert-to-client.sh <lead-slug>"
+  echo ""
+  echo "Example: convert-to-client.sh acme-corp"
+  exit 1
+fi
+
+SLUG="$1"
+LEAD_FILE="$LEADS_DIR/$SLUG.md"
+CLIENT_DIR="$CLIENTS_DIR/$SLUG"
+
+# Validate lead exists
+if [ ! -f "$LEAD_FILE" ]; then
+  echo "Error: Lead not found: $LEAD_FILE"
+  echo ""
+  echo "Available leads:"
+  ls "$LEADS_DIR" | sed 's/\.md$//' | head -20
+  exit 1
+fi
+
+# Check client doesn't already exist
+if [ -d "$CLIENT_DIR" ]; then
+  echo "Error: Client folder already exists: $CLIENT_DIR"
+  exit 1
+fi
+
+# Extract frontmatter from lead
+TITLE=$(grep '^title:' "$LEAD_FILE" | head -1 | sed 's/^title: *"\{0,1\}//;s/"\{0,1\}$//')
+CREATED=$(grep '^created:' "$LEAD_FILE" | head -1 | sed 's/^created: *"\{0,1\}//;s/"\{0,1\}$//')
+CITY=$(grep '^city:' "$LEAD_FILE" | head -1 | sed 's/^city: *"\{0,1\}//;s/"\{0,1\}$//')
+INDUSTRY=$(grep '^industry:' "$LEAD_FILE" | head -1 | sed 's/^industry: *"\{0,1\}//;s/"\{0,1\}$//')
+SOURCE=$(grep '^source:' "$LEAD_FILE" | head -1 | sed 's/^source: *"\{0,1\}//;s/"\{0,1\}$//')
+EMAIL=$(grep '^email:' "$LEAD_FILE" | head -1 | sed 's/^email: *"\{0,1\}//;s/"\{0,1\}$//')
+PHONE=$(grep '^phone:' "$LEAD_FILE" | head -1 | sed 's/^phone: *"\{0,1\}//;s/"\{0,1\}$//')
+ICO=$(grep '^ico:' "$LEAD_FILE" | head -1 | sed 's/^ico: *"\{0,1\}//;s/"\{0,1\}$//')
+WEB=$(grep '^web:' "$LEAD_FILE" | head -1 | sed 's/^web: *"\{0,1\}//;s/"\{0,1\}$//')
+SCORE=$(grep '^score:' "$LEAD_FILE" | head -1 | sed 's/^score: *//')
+SIZE=$(grep '^size:' "$LEAD_FILE" | head -1 | sed 's/^size: *"\{0,1\}//;s/"\{0,1\}$//')
+PRIORITY=$(grep '^priority:' "$LEAD_FILE" | head -1 | sed 's/^priority: *"\{0,1\}//;s/"\{0,1\}$//')
+TODAY=$(date +%Y-%m-%d)
+
+echo "Converting lead to client:"
+echo "  Title: $TITLE"
+echo "  Email: $EMAIL"
+echo "  Score: $SCORE"
+echo ""
+
+# Create folder structure
+mkdir -p "$CLIENT_DIR/contacts"
+mkdir -p "$CLIENT_DIR/projects"
+mkdir -p "$CLIENT_DIR/meetings"
+mkdir -p "$CLIENT_DIR/communication"
+mkdir -p "$CLIENT_DIR/files/smlouvy"
+mkdir -p "$CLIENT_DIR/files/nabidky"
+mkdir -p "$CLIENT_DIR/files/faktury"
+
+# Create README.md from template with lead data
+sed -e "s|^title: ''|title: \"$TITLE\"|" \
+    -e "s|^created: ''|created: \"$TODAY\"|" \
+    -e "s|^city: ''|city: \"$CITY\"|" \
+    -e "s|^size: ''|size: \"$SIZE\"|" \
+    -e "s|^industry: ''|industry: \"$INDUSTRY\"|" \
+    -e "s|^source: ''|source: \"$SOURCE\"|" \
+    -e "s|^email: ''|email: \"$EMAIL\"|" \
+    -e "s|^phone: ''|phone: \"$PHONE\"|" \
+    -e "s|^ico: ''|ico: \"$ICO\"|" \
+    -e "s|^web: ''|web: \"$WEB\"|" \
+    -e "s|^score: 0|score: $SCORE|" \
+    -e "s|^priority: ''|priority: \"$PRIORITY\"|" \
+    -e "s|^converted_from_lead: ''|converted_from_lead: \"leads/$SLUG.md (see git history)\"|" \
+    "$CLIENT_TEMPLATE" > "$CLIENT_DIR/README.md"
+
+# If lead had an email, create a contact file
+if [ -n "$EMAIL" ] && [ "$EMAIL" != '""' ]; then
+  CONTACT_SLUG=$(echo "$TITLE" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9]/-/g' | sed 's/--*/-/g' | sed 's/^-//;s/-$//')
+  cat > "$CLIENT_DIR/contacts/$CONTACT_SLUG.md" << CONTACT
+---
+title: '$TITLE (primary contact)'
+created: '$TODAY'
+tags: [contact]
+type: contact
+role: 'primary'
+email: '$EMAIL'
+phone: '$PHONE'
+linkedin: ''
+last_contact: ''
+notes: 'Auto-created from lead conversion'
+---
+
+## Notes
+
+Converted from lead on $TODAY.
+CONTACT
+  echo "  Contact created: $CONTACT_SLUG.md"
+fi
+
+# Delete lead file
+rm "$LEAD_FILE"
+echo "  Lead file deleted (history in git)"
+
+echo ""
+echo "Client created: $CLIENT_DIR/"
+echo "  README.md    — overview + frontmatter"
+echo "  contacts/    — key people"
+echo "  projects/    — deliverables"
+echo "  meetings/    — meeting notes"
+echo "  communication/ — key decisions"
+echo "  files/       — contracts, proposals"
+echo ""
+echo "Next steps:"
+echo "  1. Review and edit README.md"
+echo "  2. Add project scope to projects/"
+echo "  3. Schedule first meeting"

package/template/scripts/new-lead.sh

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+#!/usr/bin/env bash
+set -euo pipefail
+
+# new-lead.sh — Create a new lead from template
+#
+# Usage:
+#   ./new-lead.sh "Firma s.r.o." --source firmy-cz --city Plzen --industry ucetnictvi
+#   ./new-lead.sh "Firma s.r.o."  (interactive — prompts for fields)
+
+CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
+TEMPLATE="$CRM_DIR/templates/lead.md"
+LEADS_DIR="$CRM_DIR/leads"
+
+if [ $# -lt 1 ]; then
+  echo "Usage: new-lead.sh \"Firma Name\" [--source X] [--city X] [--industry X] [--email X] [--phone X] [--web X]"
+  exit 1
+fi
+
+TITLE="$1"
+shift
+
+# Generate slug from title
+SLUG=$(echo "$TITLE" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9]/-/g' | sed 's/--*/-/g' | sed 's/^-//;s/-$//')
+TODAY=$(date +%Y-%m-%d)
+OUTPUT="$LEADS_DIR/$SLUG.md"
+
+if [ -f "$OUTPUT" ]; then
+  echo "Error: Lead already exists: $OUTPUT"
+  exit 1
+fi
+
+# Parse optional flags
+SOURCE="" CITY="" INDUSTRY="" EMAIL="" PHONE="" WEB=""
+while [ $# -gt 0 ]; do
+  case "$1" in
+    --source)  SOURCE="$2"; shift 2 ;;
+    --city)    CITY="$2"; shift 2 ;;
+    --industry) INDUSTRY="$2"; shift 2 ;;
+    --email)   EMAIL="$2"; shift 2 ;;
+    --phone)   PHONE="$2"; shift 2 ;;
+    --web)     WEB="$2"; shift 2 ;;
+    *) echo "Unknown flag: $1"; exit 1 ;;
+  esac
+done
+
+# If no flags provided, prompt interactively
+if [ -z "$SOURCE" ] && [ -t 0 ]; then
+  read -p "Source (e.g. firmy-cz, apify, manual): " SOURCE
+  read -p "City: " CITY
+  read -p "Industry: " INDUSTRY
+  read -p "Email: " EMAIL
+  read -p "Phone: " PHONE
+  read -p "Web: " WEB
+fi
+
+# Create lead from template
+sed -e "s|^title: ''|title: \"$TITLE\"|" \
+    -e "s|^created: ''|created: \"$TODAY\"|" \
+    -e "s|^source: ''|source: \"$SOURCE\"|" \
+    -e "s|^city: ''|city: \"$CITY\"|" \
+    -e "s|^industry: ''|industry: \"$INDUSTRY\"|" \
+    -e "s|^email: ''|email: \"$EMAIL\"|" \
+    -e "s|^phone: ''|phone: \"$PHONE\"|" \
+    -e "s|^web: ''|web: \"$WEB\"|" \
+    "$TEMPLATE" > "$OUTPUT"
+
+echo "Created: $OUTPUT"
+echo "Status: new (next step: enrich with ARES data)"

package/template/scripts/new-project.sh

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+#!/usr/bin/env bash
+set -uo pipefail
+
+# new-project.sh — Create a new project folder for a client
+#
+# Usage:
+#   ./new-project.sh client-slug project-name
+#   ./new-project.sh acme-consulting "Web Redesign"
+
+CRM_DIR="$(cd "$(dirname "$0")/.." && pwd)"
+CLIENTS_DIR="$CRM_DIR/clients"
+TEMPLATE_DIR="$CRM_DIR/templates/project"
+
+if [ $# -lt 2 ]; then
+  echo "Usage: new-project.sh <client-slug> \"Project Name\""
+  echo ""
+  echo "Available clients:"
+  ls "$CLIENTS_DIR"
+  exit 1
+fi
+
+CLIENT_SLUG="$1"
+PROJECT_NAME="$2"
+CLIENT_DIR="$CLIENTS_DIR/$CLIENT_SLUG"
+
+if [ ! -d "$CLIENT_DIR" ]; then
+  echo "Error: Client not found: $CLIENT_DIR"
+  echo ""
+  echo "Available clients:"
+  ls "$CLIENTS_DIR"
+  exit 1
+fi
+
+# Generate project slug
+PROJECT_SLUG=$(echo "$PROJECT_NAME" | tr '[:upper:]' '[:lower:]' | sed 's/[^a-z0-9]/-/g' | sed 's/--*/-/g' | sed 's/^-//;s/-$//')
+PROJECT_DIR="$CLIENT_DIR/projects/$PROJECT_SLUG"
+TODAY=$(date +%Y-%m-%d)
+
+if [ -d "$PROJECT_DIR" ]; then
+  echo "Error: Project already exists: $PROJECT_DIR"
+  exit 1
+fi
+
+# Copy template
+cp -r "$TEMPLATE_DIR" "$PROJECT_DIR"
+
+# Fill in README.md
+sed -i '' \
+  -e "s|^title: ''|title: '$PROJECT_NAME'|" \
+  -e "s|^created: ''|created: '$TODAY'|" \
+  -e "s|^start: ''|start: '$TODAY'|" \
+  "$PROJECT_DIR/README.md"
+
+# Fill in zadani.md
+sed -i '' \
+  -e "s|^title: 'Zadani — '|title: 'Zadani — $PROJECT_NAME'|" \
+  -e "s|^created: ''|created: '$TODAY'|" \
+  "$PROJECT_DIR/zadani.md"
+
+echo "Project created: $PROJECT_DIR/"
+echo ""
+echo "  README.md      — scope, status, timeline"
+echo "  zadani.md      — brief od klienta"
+echo "  deliverables/  — vystupy"
+echo "  notes/         — prubezne poznamky"
+echo ""
+echo "Next steps:"
+echo "  1. Vyplnit zadani.md"
+echo "  2. Doplnit scope a timeline v README.md"