024-Frank-售前项目台账管理工具

024-Frank-售前项目台账管理工具 is a skill for Claude Code, Codex from frank666199/frank-presales-skills. It costs 0 tokens per session (609 once invoked), scanned A, a copy of 010-Frank-AI方案降重原创工具, MIT.

A Chinese-language workflow for tracking sales projects from the first lead through a possible deal or loss. It records customers, stages, amounts, owners, next actions, risks and expected closing dates.

In plain words
What is it for?
Use it to maintain a sales pipeline, group projects by stage, track important dates, review risks and create project dashboards and monthly reports.
Why use it?
It keeps scattered project updates in one structured record and helps prevent sales leads, deadlines and follow-up actions from being forgotten.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: mentions Claude Code; mentions Codex.

Good fit Use it to maintain a sales pipeline, group projects by stage, track important dates, review risks and create project dashboards and monthly reports.

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Install with agentmods
npx agentmods add skills/frank666199/frank-presales-skills/024-frank
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add frank666199/frank-presales-skills --skill 024-frank
Clone the repo
git clone --depth 1 https://github.com/frank666199/frank-presales-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for 024-Frank-售前项目台账管理工具

README.md
[![agentmods](https://agentmods.dev/badge/skills/frank666199/frank-presales-skills/024-frank/github.svg)](https://agentmods.dev/skills/frank666199/frank-presales-skills/024-frank)
Your own site
<a href="https://agentmods.dev/skills/frank666199/frank-presales-skills/024-frank"><img src="https://agentmods.dev/badge/skills/frank666199/frank-presales-skills/024-frank/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for 024-Frank-售前项目台账管理工具

Your own site · 80×15
<a href="https://agentmods.dev/skills/frank666199/frank-presales-skills/024-frank"><img src="https://agentmods.dev/badge/skills/frank666199/frank-presales-skills/024-frank.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 609 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 77% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00609
Opus 5 $0.00000 $0.00304
Sonnet 5 $0.00000 $0.00122
Haiku 4.5 $0.00000 $0.00061

Measured 12d ago against content hash d23a60cca3ad, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

024-Frank-售前项目台账管理工具 scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

77% identical to 010-Frank-AI方案降重原创工具 — 47 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

维度2-Presales-Process/024-Frank-售前项目台账管理工具/SKILL.md · 88 lines

What it actually says

Skill: Frank-售前项目台账管理工具

Profile

  • Author: Frank
  • Version: 1.0.0
  • Language: 中文
  • Category: 维度2 - 售前全流程标准化
  • Description: 标准化管理所有跟进项目,杜绝线索流失

When to Use

日常项目管理,每周/月更新


Input Requirements

  • 项目基本信息
  • 当前进展状态
  • 下一步计划

Workflow

  1. 建立项目台账模板:项目编号/客户/阶段/金额/预计成交时间/负责人/状态
  2. 按阶段分类管理:线索/需求/方案/投标/谈判/成交/流失
  3. 设置关键节点提醒(如投标截止日/方案提交日)
  4. 每周更新进展,标注风险和需要支持的事项
  5. 月度统计汇总:转化率/平均周期/金额分布
  6. 生成项目看板和统计报表

Output Format

项目台账表 + 项目看板 + 月度统计报表


Output Template

项目编号 | 客户名称 | 项目阶段 | 预估金额 | 成交概率 | 预计成交 | 负责人 | 下一步 | 风险

Example

字段 内容
P2024-015 XX市政务局

Constraints

  • 台账实时更新
  • 信息完整准确
  • 权限分级管理

Quality Criteria

  • 台账信息完整
  • 更新及时
  • 统计报表准确

Applicable Scenarios

  • G端政府项目: 适用
  • B端企业项目: 适用
  • AI智能项目: 适用

Usage

方式1:Claude Code / Cursor / Codex

将本SKILL.md内容复制到Agent技能配置区,通过技能名触发。

方式2:飞书妙搭 / 扣子

将SKILL.md内容粘贴到Agent提示词配置区,设置触发词为技能名。

方式3:独立使用

直接复制本文件内容到AI对话中,按Workflow步骤执行。


Frank专属售前技能 | 维度2: 售前全流程标准化 | 编号: 024 基于"Frank售前解决方案Skills工具集 v1.0"与实操提示词融合优化生成

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 88 lines · 0 tokens per session scan A d23a60cca3ad

Subscribe to this mod's changes

024-Frank-售前项目台账管理工具 is a skill published in the GitHub repository frank666199/frank-presales-skills (11 stars, last pushed 2mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 609 tokens. A static security scan graded it A with 0 findings. It is 77% identical to 010-Frank-AI方案降重原创工具, differing in 47 lines, and is treated as a copy.