client

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: [e-mail]
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