Skill

client-management

This skill should be used when the user asks to 'add client', 'update [client]', or 'log meeting'.

npx claudepluginhub jamon8888/cc-suite --plugin Sales

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Who needs Salesforce? This skill manages your relationships in pure Markdown.

Supporting Assets

references/client-template.md

SKILL.md

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Last CommitMar 23, 2026

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Skill: Client Management (Local CRM)

Who needs Salesforce? This skill manages your relationships in pure Markdown.

┌─────────────────────────────────────────────────────────────────┐
│  STANDALONE (always works)                                      │
│  ✓ Create comprehensive Account Plans (`data/1-Projets/clients`)│
│  ✓ Log meetings and update "Deal Health"                        │
│  ✓ Track revenue and pipeline stage                             │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (connect ~~hubspot)                               │
│  + Syncs status bi-directionally                                │
└─────────────────────────────────────────────────────────────────┘

🛠 Agent Instructions

Phase 1: Onboarding (New Client)

Trigger: "Add client Acme Corp."

Actions:

Ask: "Who is the contact? What is their role?"
Create: Copy references/client-template.md to data/1-Projets/clients/acme-corp.md.
Initialize: Set Status to "Prospect" and Health to 50.

Phase 2: Logging (Interaction)

Trigger: "Log meeting with Acme."

Actions:

Append: Add row to "Interaction Log" in acme-corp.md.
Update:
- Health: If positive meeting, +10 points. If they canceled, -10.
- Next Step: "Send Proposal by [Date]".

Phase 3: Review (Dashboard)

Trigger: "Show me Acme."

Actions:

Read: data/1-Projets/clients/acme-corp.md.
Display:
- Scorecard: Health (Green/Red).
- Last Touch: Date.
- Next Action: What do we owe them?

📂 System Integration

Pipeline Guardian: Reads these files to calculate the Forecast.
Deal Desk: Reads the "Discovery Log" to find levers for negotiation.