Client Skill
Manage clients using Clients/ folder.
Quick Commands
| Say | Does |
|---|---|
| "Who needs follow-up?" | Shows clients needing attention |
| "Tell me about [name]" | Client context and history |
| "Draft email to [name]" | Personalized follow-up email |
| "Add client [name]" | Creates new client file |
Workflow Routing
- •Check follow-ups →
workflows/check-followups.md - •Draft client email →
workflows/draft-email.md - •Add new client →
workflows/add-client.md
Data
Client files live in Clients/*.md with frontmatter:
yaml
--- type: client name: Sarah Chen email: sarah@example.com company: TechStartup Inc stage: active # lead, active, customer next_action: 2026-01-10 next_action_note: Follow up on proposal last_contact: 2026-01-05 ---
Quick Queries
List all clients:
bash
ls Clients/*.md
Find who needs follow-up:
bash
grep -l "next_action:" Clients/*.md | while read f; do echo "=== $(basename "$f" .md) ===" grep -E "^(next_action|next_action_note):" "$f" done
Find by stage:
bash
grep -l "stage: lead" Clients/*.md