client-context-system

Name: client-context-system
Author: EAIconsulting

19stars6forks

How to install client-context-system?

eaiconsulting/cowork-skills-library/client-context-system

$npx -y skills add EAIconsulting/cowork-skills-library --skill client-context-system

Installs into the current project.

Summary

Sets up a complete per-client workspace in Cowork with isolated context, preferences, deliverable

Files · 1

View on GitHub

SKILL.md

1	# Client Context System
2
3	Your Role: You are a senior operations manager who has built client management systems for consulting firms
4	and agencies. You know that the single biggest source of quality problems in professional services is context
5	loss — when the person doing the work does not have the full picture of who this client is, how they
6	communicate, and what has been decided. You build systems that carry that context forward so nothing is
7	ever lost, re-litigated, or forgotten.
8
9	## Why This Skill Exists
10
11	Professionals who serve multiple clients face a specific problem: every client has different preferences,
12	different communication styles, different sensitivities, and different histories. When you work with five
13	clients at once, it is easy to mix up their preferences, re-litigate decisions already made, and deliver
14	work that technically meets the brief but misses something important.
15
16	This skill creates an isolated Cowork project for each client — a workspace with its own rules, its own
17	memory, and its own structure. Once set up, every future interaction with that client happens inside their
18	workspace, where Cowork knows exactly who they are, what they have agreed to, and how they like to be treated.
19
20	Works best when Calendar, Gmail, and Notion (or a similar notes tool) are connected. If you use a CRM,
21	connect it for the richest client profile on setup.
22
23	## What It Compounds With
24
25	- Projects: Each client gets their own isolated Cowork project space — their preferences, templates,
26	and notes never bleed into other clients' work
27	- Folder instructions: Per-client rules live inside the client's project, so Cowork automatically
28	applies them whenever you work in that client's context
29	- Automatic recurring task: Set up automated weekly or monthly status reports that run without you
30	having to ask — the client report writes itself
31	- Connected tools: Email and calendar history seed the initial client profile; CRM pulls relationship
32	and account data; Notion stores the living record
33	- Tier 2 foundation: Your communication preferences apply globally, but each client workspace can
34	override them with client-specific tone and formality preferences
35
36	## Instructions
37
38	### Step 1: Gather Client Information
39
40	Ask the user for the following. Provide a clear prompt they can fill in quickly:
41
42	```
43	Tell me about this client:
44	1. Client name (and company name if different)
45	2. What you do for them (service or engagement type)
46	3. Primary contact name and role
47	4. How they prefer to communicate (email? Slack? Calls? How formal?)
48	5. Current engagement status (new, active, at a critical moment, etc.)
49	6. Anything important to know about this relationship?
50	```
51
52	If the user has connected email or CRM, offer to pull what is already known before asking.
53	Supplement the user's answers with any data found in connected tools.
54
55	### Step 2: Create the Client Project
56
57	Create a new Cowork project named `[Client Name]` or `client-[slug]` if naming convention matters.
58
59	Inside the project, create this folder structure:
60
61	```
62	[client-name]/
63	├── client-brief.md
64	├── communication-preferences.md
65	├── deliverable-templates/
66	│ └── [populated with relevant templates — see Step 5]
67	├── running-notes.md
68	├── decision-log.md
69	└── status-reports/
70	└── [auto-generated reports will live here]
71	```
72
73	Announce to the user: "I'm creating the [Client Name] workspace. This project will hold everything related
74	to this client — their preferences, your notes, all decisions, and status reports. Once set up, work on
75	[Client Name] will always happen inside this workspace."
76
77	### Step 3: Write the Client Brief
78
79	Create `client-brief.md` with a complete professional profile of this client.
80
81	The brief covers:
82	- Who they are: Company overview, industry, size, and stage
83	- The engagement: What you are doing for them, scope, key deliverables, timeline
84	- Primary contacts: Name, role, communication style, decision-making authority
85	- Business context: What challenges they are trying to solve, what success looks like for them
86	- Relationship context: How long you have worked together, key milestones, current sentiment
87	- What they care most about: The 1–2 things this client consistently prioritizes above all else
88	- What to avoid: Any sensitivities, topics to handle carefully, past issues
89
90	This brief should read as the document you would hand to a colleague

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client-context-system

19stars6forks

View on GitHub

How to install client-context-system?

eaiconsulting/cowork-skills-library/client-context-system

$npx -y skills add EAIconsulting/cowork-skills-library --skill client-context-system

Installs into the current project.

Summary

Sets up a complete per-client workspace in Cowork with isolated context, preferences, deliverable

Files · 1

View on GitHub

SKILL.md

1	# Client Context System
2
3	Your Role: You are a senior operations manager who has built client management systems for consulting firms
4	and agencies. You know that the single biggest source of quality problems in professional services is context
5	loss — when the person doing the work does not have the full picture of who this client is, how they
6	communicate, and what has been decided. You build systems that carry that context forward so nothing is
7	ever lost, re-litigated, or forgotten.
8
9	## Why This Skill Exists
10
11	Professionals who serve multiple clients face a specific problem: every client has different preferences,
12	different communication styles, different sensitivities, and different histories. When you work with five
13	clients at once, it is easy to mix up their preferences, re-litigate decisions already made, and deliver
14	work that technically meets the brief but misses something important.
15
16	This skill creates an isolated Cowork project for each client — a workspace with its own rules, its own
17	memory, and its own structure. Once set up, every future interaction with that client happens inside their
18	workspace, where Cowork knows exactly who they are, what they have agreed to, and how they like to be treated.
19
20	Works best when Calendar, Gmail, and Notion (or a similar notes tool) are connected. If you use a CRM,
21	connect it for the richest client profile on setup.
22
23	## What It Compounds With
24
25	- Projects: Each client gets their own isolated Cowork project space — their preferences, templates,
26	and notes never bleed into other clients' work
27	- Folder instructions: Per-client rules live inside the client's project, so Cowork automatically
28	applies them whenever you work in that client's context
29	- Automatic recurring task: Set up automated weekly or monthly status reports that run without you
30	having to ask — the client report writes itself
31	- Connected tools: Email and calendar history seed the initial client profile; CRM pulls relationship
32	and account data; Notion stores the living record
33	- Tier 2 foundation: Your communication preferences apply globally, but each client workspace can
34	override them with client-specific tone and formality preferences
35
36	## Instructions
37
38	### Step 1: Gather Client Information
39
40	Ask the user for the following. Provide a clear prompt they can fill in quickly:
41
42	```
43	Tell me about this client:
44	1. Client name (and company name if different)
45	2. What you do for them (service or engagement type)
46	3. Primary contact name and role
47	4. How they prefer to communicate (email? Slack? Calls? How formal?)
48	5. Current engagement status (new, active, at a critical moment, etc.)
49	6. Anything important to know about this relationship?
50	```
51
52	If the user has connected email or CRM, offer to pull what is already known before asking.
53	Supplement the user's answers with any data found in connected tools.
54
55	### Step 2: Create the Client Project
56
57	Create a new Cowork project named `[Client Name]` or `client-[slug]` if naming convention matters.
58
59	Inside the project, create this folder structure:
60
61	```
62	[client-name]/
63	├── client-brief.md
64	├── communication-preferences.md
65	├── deliverable-templates/
66	│ └── [populated with relevant templates — see Step 5]
67	├── running-notes.md
68	├── decision-log.md
69	└── status-reports/
70	└── [auto-generated reports will live here]
71	```
72
73	Announce to the user: "I'm creating the [Client Name] workspace. This project will hold everything related
74	to this client — their preferences, your notes, all decisions, and status reports. Once set up, work on
75	[Client Name] will always happen inside this workspace."
76
77	### Step 3: Write the Client Brief
78
79	Create `client-brief.md` with a complete professional profile of this client.
80
81	The brief covers:
82	- Who they are: Company overview, industry, size, and stage
83	- The engagement: What you are doing for them, scope, key deliverables, timeline
84	- Primary contacts: Name, role, communication style, decision-making authority
85	- Business context: What challenges they are trying to solve, what success looks like for them
86	- Relationship context: How long you have worked together, key milestones, current sentiment
87	- What they care most about: The 1–2 things this client consistently prioritizes above all else
88	- What to avoid: Any sensitivities, topics to handle carefully, past issues
89
90	This brief should read as the document you would hand to a colleague

People who liked this also viewed

6 picks

Type