client-context-system

What problem does it solve?

Professionals working across multiple clients lose context, repeat decisions, and deliver inconsistent work when client preferences, notes, and deliverables are scattered or mixed together. This Skill centralizes and isolates client-specific context, communication rules, templates, and status reporting so teams never re-litigate past choices or miss client expectations.

Core Features & Use Cases

• Per-client project creation: Builds a named Cowork project with a standardized folder structure including a client brief, communication-preferences, deliverable-templates, running-notes, decision-log, and status-reports.
• Context seeding from connected tools: Offers to pull known data from calendar, email, and CRM to pre-populate the client brief and initial decision entries for faster onboarding.
• Deliverable templates and recurring reports: Generates 2–4 engagement-appropriate templates and optionally configures automatic recurring status reports routed to chosen recipients.
• Use case: Onboard a new consulting client in minutes with a professional brief, clear communication rules, seeded history, and an automated weekly status report that keeps stakeholders aligned.

Quick Start

Use the client-context-system skill to create a new client workspace for Acme Corp and seed it with the client brief, communication preferences, deliverable templates, running notes, and a decision log.