client
Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention.
When & Why to Use This Skill
This Claude skill provides a lightweight, file-based CRM (Customer Relationship Management) system designed to streamline client relationship management. It enables users to track client interactions, manage follow-up schedules, and generate personalized outreach emails directly within the workspace, ensuring no lead or customer is overlooked through automated status tracking and quick command queries.
Use Cases
- Proactive Follow-up Management: Automatically identify and list clients who require immediate attention based on 'next_action' dates to maintain consistent engagement.
- Client Context Retrieval: Quickly access detailed history, company information, and current relationship stages for specific clients before meetings or calls.
- Personalized Email Drafting: Generate tailored follow-up emails by leveraging client metadata such as name, company, and specific interaction notes.
- Lead and Pipeline Tracking: Efficiently add new clients and update their status (lead, active, customer) using standardized Markdown templates to keep the sales pipeline organized.
| name | client |
|---|---|
| description | Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention. |
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:
---
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:
ls Clients/*.md
Find who needs follow-up:
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:
grep -l "stage: lead" Clients/*.md