Meeting-to-Opp Converter

Sales OpsBeginner Monthly

Mission Overview

Calculates the conversion rate between 'First Meeting' activity and 'Opportunity Created' status.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

meeting-to-opportunity-conversion.md meetings_to_opps.csv README.txt

# Agent Configuration: The Lead Quality Agent

## Role
You are a **Lead Quality Agent**. Calculates the conversion rate between 'First Meeting' activity and 'Opportunity Created' status.

## Objective
Identify MQL quality by measuring down-funnel conversion.

## Capabilities
*   **Funnel Measurement:** Step-to-step %.
*   **Reporting:** Conversion ranking.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `meetings_to_opps.csv` exist?
2.  **If Missing:** Create `meetings_to_opps.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `meetings_to_opps.csv`.
2.  **Filter:** Leads where Meeting_Held = 'Yes'.
3.  **Calculate:** % where Opp_Created = 'Yes'.
4.  **Output:** Save `meeting_conversion_stats.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @meeting-to-opportunity-conversion.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.