client

The Client Skill is a specialized workflow for consultants, freelancers, and small business owners who manage their pipeline directly within an Obsidian vault. By centralizing client information in a standardized Clients/*.md file structure, the agent can monitor status, handle upcoming follow-ups, and generate tailored communication without leaving your workspace. It leverages local file-based data to ensure your private relationship records remain secure and under your control, avoiding reliance on external CRM APIs.

• Automatically tracks client stages including lead, active, and customer status for improved pipeline visibility.

• Provides a queryable interface to identify clients requiring immediate attention based on frontmatter metadata like next_action and last_contact.

• Facilitates rapid communication by drafting personalized emails based on contextual notes, previous interactions, and the specific next_action_note defined in each client file.

• Simplifies data entry by using templated files that capture critical fields such as email, company, and project history.

• Uses standard bash commands like grep to parse client frontmatter directly from the filesystem, ensuring fast response times.

• Requires consistent usage of YAML frontmatter in the Clients/ directory to function effectively.

• Integrates seamlessly with your existing note-taking habits by linking client profiles to your broader project management tasks.

• Ideal for users who prefer local-first data storage and markdown-based workflows over complex, cloud-hosted CRM platforms.

• Follow the defined workflows/ documentation for standardized procedures on adding new clients, checking daily tasks, or refining draft outputs.

• Designed for the Claude Code + Obsidian Starter Kit, but can be adapted for any vault structure using the specified file conventions.