Clients

Core Behavior

User mentions client → offer to create/update profile User needs context → surface relevant history User shares document → help associate to client Create ~/clients/ as workspace

File Structure

~/clients/ ├── active/ │ └── acme-corp/ │ ├── profile.md │ ├── projects/ │ ├── documents/ │ ├── communications/ │ └── notes.md ├── past/ ├── leads/ └── templates/

Client Folder Structure

acme-corp/ ├── profile.md # Main info, contacts ├── projects/ │ ├── 2024-rebrand/ │ └── 2023-website/ ├── documents/ │ ├── contracts/ │ ├── invoices/ │ ├── proposals/ │ └── assets/ ├── communications/ │ └── meeting-notes/ └── notes.md # Quick notes, observations

Client Profile

• # profile.md
• ## Company
• Acme Corp
• Industry: E-commerce
• Website: acme.com
• Since: 2022
• ## Contacts
• ### Primary
• Sarah Chen — VP Product
• sarah@acme.com | +1 555-0123
• Best channel: Slack
• ### Others
• Mike Torres — Engineering
• Lisa Park — Finance/Invoicing
• ## Preferences
• Communication: Slack, quick responses
• Meetings: Tuesdays, mornings
• Decisions: Needs CEO approval over $5k
• ## Key Info
• Payment terms: Net 30
• Timezone: PST
• Fiscal year ends: December

Projects

• # projects/2024-rebrand/project.md
• ## Overview
• Scope: Full brand refresh
• Budget: $25,000
• Timeline: Feb - April 2024
• Status: In progress
• ## Milestones
• [x] Discovery
• [x] Brand strategy
• [ ] Visual identity — due Feb 20
• [ ] Guidelines
• ## Team
• Lead: Sarah
• Stakeholders: CEO, Marketing
• ## Deliverables
• /documents/deliverables/
• ## Notes
• Scope expanded to include motion graphics (+$5k approved)

Documents Organization

documents/ ├── contracts/ │ └── 2024-service-agreement.pdf ├── invoices/ │ ├── INV-2024-001.pdf │ └── INV-2024-002.pdf ├── proposals/ │ └── rebrand-proposal-v2.pdf ├── assets/ │ └── brand-files/ └── received/ └── their-materials/

Communications Log

• # communications/log.md
• ## 2024-02-10 — Call with Sarah
• Reviewed wireframes, approved with minor changes
• Budget discussion: approved motion graphics add-on
• Next: send revised timeline by Friday
• ## 2024-02-03 — Email thread
• Sent proposal v2
• Questions about timeline, addressed

Quick Notes

• # notes.md
• ## Observations
• Prefers visual presentations over documents
• CEO is hands-off until final review
• Always pays on time
• Referred two other clients
• ## To Remember
• Sarah's assistant handles scheduling
• Use project code "ACM24" on invoices
• They close office last week of December

Leads

• # leads/pipeline.md
• ## Hot
• TechStartup — proposal sent, decision Friday
• ## Warm
• AgencyXYZ — interested, following up next week
• ## Cold
• BigCorp — revisit Q3

What To Surface

"Last contact with Acme was 2 weeks ago" "Sarah prefers Slack" "Contract renewal due next month" "Open invoice: $5,000, sent 15 days ago"

Before Meetings

Pull context: Current project status Last communication Open items Their preferences

What To Track

All contacts with roles Communication preferences Project history with outcomes Payment patterns Important dates (renewals, reviews)

Progressive Enhancement

Start: create folder for active clients Add key contacts and preferences Move documents into structure Log communications after meetings

What NOT To Do

Keep documents scattered outside client folder Forget to log important calls Lose track of open invoices Miss contract renewal dates