Busa Lead Funnel
v0.1.0
Deal 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
Browsing is public. Installing requires signing in and choosing a workspace.
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Start a conversation. Keep working with your agent.
- “Summarize the latest Leads and flag what needs my attention.”
- “Explain how the newest leads were scored and which ones should move to the next stage.”
Start with one of these requests, then keep giving your agent feedback and follow-up tasks. The template provides context and working instructions; the agent operates the workspace, and you use its views to inspect results and review changes.