client-management

Skill: Client Management

Provides local CRM functionality through individual client files in data/1-Projets/clients/. Each client gets a comprehensive card tracking contact details, deal history, meeting notes, revenue, and relationship health.

Client Card Structure

Each client file at data/1-Projets/clients/[client-slug].md follows the template in references/client-template.md. The template includes:

Sections

1. Contact Information — name, role, email, phone, LinkedIn, company, source
2. Deal Information — status, service, value, stage, dates, next action
3. Deal History — table of all past and current engagements
4. Meeting Notes — chronological log of interactions
5. Revenue Summary — lifetime value, invoices, payment history
6. Relationship Health — scoring based on contact recency, responsiveness, satisfaction

Operations

Adding a Client

1. Ask for: name, company, email, role, source (referral/inbound/outreach)
2. Create data/1-Projets/clients/[client-slug].md from template
3. Set initial status to "Prospect"
4. Set "First Contact" to today
5. If a deal is involved, also update data/1-Projets/pipeline.md

Reviewing a Client

1. Read the client file
2. Present a formatted dashboard showing:
   • Contact details
   • Current deal status and next action
   • Last 3 interactions
   • Revenue summary
   • Relationship health score with color (Green/Yellow/Red)

Logging an Interaction

1. Append to the Meeting Notes section with date, type, and summary
2. Update "Last Contact" date
3. Update relationship health score based on recency

Updating Deal Stage

1. Update the Stage field in the client card
2. Update data/1-Projets/pipeline.md to match
3. If stage = "Signed", trigger creation of project folder in data/1-Projets/

Relationship Health Scoring

Signal	Green	Yellow	Red
Last contact	< 7 days	7-14 days	14+ days
Responsiveness	Replies within 24h	Replies in 2-3 days	4+ days or ghosting
Satisfaction	Positive feedback, engaged	Neutral, passive	Complaints, disengaged
Invoice status	All paid on time	1 overdue	2+ overdue

Overall score: Worst signal determines the color. One Red = overall Red.

Supercharged Mode

If ~~CRM is connected:

• Fetch client data from CRM first, merge with local file
• Offer to push interaction logs back to CRM
• Pull activity data (emails, meetings) for health scoring

Key References

• references/client-template.md: Full client card template