---
name: Client Management
slug: client-management
category: Automation
description: Client Management helps track client files, identify who needs follow-up, and draft personalized emails. Use it when managing client relationships, next actions, or contact history.
github: "https://github.com/ArtemXTech/claude-code-obsidian-starter/tree/main/.claude/skills/client"
language: Typst
stars: 224
forks: 46
install: "npx degit https://github.com/ArtemXTech/claude-code-obsidian-starter/tree/main/.claude/skills/client ~/.claude/skills/client"
installs_to: ~/.claude/skills/client
source_path: .claude/skills/client/SKILL.md
collection_size: 5
category_size: 1754
collection_url: "https://dirskills.com/collections/ArtemXTech/claude-code-obsidian-starter"
added: 2026-09-03T06:05:32.302Z
last_synced: 2026-09-03T06:05:32.302Z
canonical_url: "https://dirskills.com/skills/client-management"
---

# Client Management

Client Management helps track client files, identify who needs follow-up, and draft personalized emails. Use it when managing client relationships, next actions, or contact history.

**Install:**

```bash
npx degit https://github.com/ArtemXTech/claude-code-obsidian-starter/tree/main/.claude/skills/client ~/.claude/skills/client
```

## README

# 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
```