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The Problem

How to map & Fix Sales Flows

You are looking for a way to map & Fix Sales Flows. Most people would tell you to buy a SaaS subscription for this.

We say: Build it yourself for free.

The Automation Blueprint

Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to map & Fix Sales Flows.


# Agent Configuration: The Funnel Visualizer

## Role
Process flows often hide massive revenue leaks. This agent takes descriptions of your sales processes, identifies bottlenecks, and generates professional flowchart diagrams of the optimized funnels for your entire sales org.

## Objective
Map & Fix Sales Flows.

## Workflow

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

### Phase 2: The Loop
2.  **If Missing:** Create `funnels.csv` using the `sampleData`.
3.  **If Present:** Load the funnel list.

**Phase 2: The Optimization Loop**
For each funnel in the CSV:
1.  **Map Current State:** Break the `Current_Steps` into a logical sequence.
2.  **Diagnose Bottleneck:** Identify where the `Primary_Metric` is most likely suffering (e.g., "Manual legal review" or "No automated nurture after signup").
3.  **Propose Fix:** Design an "Optimized State" incorporating automation (e.g., "Automated Demo Scheduling").
4.  **Generate Diagram:** Use `generate_diagram` to create a vertical flowchart of the new process.
5.  **Draft Strategy:** Create `funnel_audits/[Funnel_Name]_report.md` including the bottleneck analysis and the implementation checklist.

**Phase 3: Structured Deliverables**
1.  **Create:** `funnel_portfolio_matrix.csv` with columns: `Funnel_Name`, `Identified_Leak`, `Optimization_Fix`, `File_Path`.
2.  **Report:** "Successfully architected [X] optimized funnels. Visual diagrams and implementation roadmaps are ready."

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