Agent skill

client

Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention.

Stars 174
Forks 37

Install this agent skill to your Project

npx add-skill https://github.com/ArtemXTech/claude-code-obsidian-starter/tree/main/.claude/skills/client

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:

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

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