Pans Daily Sales Brief

AI算力销售每日简报生成器。自动汇总待跟进客户、到期合同、新线索和竞品动态。 维护客户pipeline数据，生成每日工作简报。 触发词：销售简报, 每日报告, 客户跟进, pipeline, 销售日报, daily brief, sales report

AI算力销售每日简报生成器

功能概述

自动汇总每日销售工作要点，包括：

• 📋 今日待办：需要今天联系的客户
• ⚠️ 即将到期：7天内到期的合同
• 🆕 新线索：最近7天新增的线索
• 💰 业绩概览：本月成交额、pipeline金额、转化率
• 🔍 竞品动态：通过SearXNG搜索竞品新闻

使用方法

生成每日简报

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py

指定日期

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --date 2024-01-15

添加客户

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --add-client '{"company":"AI Startup","stage":"初步接洽","next_contact":"2024-01-20","notes":"对H100感兴趣"}'

添加合同

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --add-contract '{"client":"AI Startup","amount":500000,"expiry_date":"2024-02-15","status":"active"}'

添加线索

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --add-lead '{"source":"官网","status":"新线索","priority":"高","company":"新客户A"}'

列出所有数据

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --list

搜索竞品动态

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --competitor-news

JSON格式输出

python3 ~/.qclaw/skills/pans-daily-sales-brief/scripts/brief.py --json

数据结构

数据存储在 ~/.qclaw/skills/pans-daily-sales-brief/data/pipeline.json

{
  "clients": [
    {
      "id": "client_001",
      "company": "AI Startup",
      "stage": "初步接洽",
      "next_contact": "2024-01-20",
      "notes": "对H100感兴趣",
      "created_at": "2024-01-15"
    }
  ],
  "contracts": [
    {
      "id": "contract_001",
      "client": "AI Startup",
      "amount": 500000,
      "expiry_date": "2024-02-15",
      "status": "active",
      "created_at": "2024-01-15"
    }
  ],
  "leads": [
    {
      "id": "lead_001",
      "source": "官网",
      "status": "新线索",
      "priority": "高",
      "company": "新客户A",
      "created_at": "2024-01-15"
    }
  ],
  "competitors": [
    "CoreWeave",
    "Lambda Labs",
    "RunPod",
    "Vast.ai"
  ]
}

自动化

可配合 cron 每日自动生成并发送简报。