client

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

167 stars

Best use case

client is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

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

Teams using client should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/client/SKILL.md --create-dirs "https://raw.githubusercontent.com/ArtemXTech/claude-code-obsidian-starter/main/.claude/skills/client/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/client/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How client Compares

Feature / AgentclientStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

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

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

Related Guides

SKILL.md Source

# 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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