SKILL.md
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: [email protected]
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/*.mdFind 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"
doneFind by stage:
grep -l "stage: lead" Clients/*.md