---

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

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:

Copy---
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:

Copyls Clients/*.md

Find who needs follow-up:

Copygrep -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:

Copygrep -l "stage: lead" Clients/*.md