Busa Lead Funnel
rbf
v0.1.0Deal sourcing pipeline for a BD/sourcing team triaging merchant and business financing leads: a kanban board across new/data-verified/scored/term-sheet-ready/rejected stages with deterministic rule-based lead scoring, notes, and stage history — never outreach, term sheets, or money movement
- rbf
- risk:local-write
- surface:busabase
Browsing is public. Installing requires signing in and choosing a workspace.
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What you can ask an agent, once it is installed
- “Summarize the latest Leads and flag what needs my attention.”
- “Open Busa Lead Funnel and show me the items that need review.”
The agent can answer these because the template installs its author's manual alongside its Bases. It does not have to guess your schema.
What installing this creates
- Bases
- 2
- Apps
- 1
- Sample rows
- 3
- Files
- 21
- Agent manual
- included
Bases, fields, and sample rows are created straight away. App code and the agent manual are proposed as change requests for you to review first.