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¿Que necesitas hacer?
│
├─► Gestionar tareas/proyectos → Ver references/tasks-projects.md
│
├─► Configurar CRM/Pipeline → Ver references/crm-pipeline.md
│
├─► Prospectar con Apollo → Ver references/apollo-workflow.md
│
└─► Automatizar con n8n → Ver references/n8n-workflows.md你需要做什么？
│
├─► 管理任务/项目 → 查看 references/tasks-projects.md
│
├─► 配置CRM/销售漏斗 → 查看 references/crm-pipeline.md
│
├─► 通过Apollo开发客户 → 查看 references/apollo-workflow.md
│
└─► 通过n8n实现自动化 → 查看 references/n8n-workflows.mdreferences/tasks-projects.mdreferences/tasks-projects.mdreferences/apollo-workflow.mdreferences/apollo-workflow.mdreferences/crm-pipeline.mdreferences/crm-pipeline.mdreferences/n8n-workflows.mdreferences/n8n-workflows.mdMetas/OKRs
└── Proyectos
└── Tareas
Empresas (Accounts)
└── Contactos
└── Deals
└── Actividades目标/OKRs
└── 项目
└── 任务
企业（客户账户）
└── 联系人
└── 交易
└── 活动PROSPECTING → QUALIFICATION → DISCOVERY → PROPOSAL → NEGOTIATION → CLOSED
(0%) (10%) (25%) (50%) (75%) (100%)PROSPECTING → QUALIFICATION → DISCOVERY → PROPOSAL → NEGOTIATION → CLOSED
(0%) (10%) (25%) (50%) (75%) (100%)| Etapa | Accion Principal | Siguiente Paso |
|---|---|---|
| Prospecting | Validar ICP score | Primer contacto |
| Qualification | Primer email/LinkedIn | Agendar discovery |
| Discovery | Reunion inicial | Preparar propuesta |
| Proposal | Enviar propuesta | Follow-up revision |
| Negotiation | Resolver objeciones | Cerrar deal |
| 阶段 | 主要行动 | 下一步 |
|---|---|---|
| 客户开发 | 验证ICP评分 | 首次联系 |
| 资质审核 | 发送首封邮件/LinkedIn消息 | 预约需求沟通会 |
| 需求沟通 | 初始会议 | 准备提案 |
| 提案阶段 | 发送提案 | 跟进提案修订 |
| 谈判阶段 | 解决异议 | 完成交易 |
n8n-mcpundefinedn8n-mcpundefinedundefinedundefinedreferences/tasks-projects.mdreferences/crm-pipeline.mdreferences/apollo-workflow.mdreferences/n8n-workflows.mdreferences/tasks-projects.mdreferences/crm-pipeline.mdreferences/apollo-workflow.mdreferences/n8n-workflows.md