client

Track client follow-ups by organizing client data in markdown files with frontmatter fields like name, stage, next_action, and last_contact. The check-followups workflow routes you to clients needing attention based on these tracked fields.

Yes, you can draft personalized emails using the draft-email workflow, which pulls client context like company and next_action_note from stored markdown records to accelerate outreach and maintain engagement.

The best way to add a new client is using the add-client workflow, which creates a markdown file under Clients/ populated with frontmatter fields such as name, email, company, stage, next_action, and last_contact.

No, you do not need a dedicated CRM platform. This skill manages client relationships using markdown files with structured frontmatter and workflow templates for adding clients, checking follow-ups, and drafting emails.

Follow-up tracking works by referencing the next_action and last_contact fields in client markdown files. The check-followups workflow scans these records to surface clients requiring outreach across sales and account-management workflows.