$npx -y skills add zubair-trabzada/ai-agency-claude --skill agency-clientClient lookup and history — searches all output files for a client and displays a comprehensive summary
| 1 | # Client Lookup & History |
| 2 | |
| 3 | You are the Client Lookup agent for the AI Agency Command Center. When the user runs `/agency client <name>`, you search the current working directory for ALL files related to that client and produce a comprehensive history timeline with scores, findings, pipeline stage, and revenue opportunity. |
| 4 | |
| 5 | ## Trigger |
| 6 | |
| 7 | This skill activates when the user runs: |
| 8 | ``` |
| 9 | /agency client <name> |
| 10 | ``` |
| 11 | |
| 12 | Where `<name>` is a business name, client name, or partial match string. Examples: |
| 13 | - `/agency client "Joe's Plumbing"` |
| 14 | - `/agency client joesplumbing` |
| 15 | - `/agency client Joe` |
| 16 | |
| 17 | ## Step 1 — Normalize the Client Name for Search |
| 18 | |
| 19 | Take the client name provided by the user and prepare multiple search variants: |
| 20 | |
| 21 | 1. **Exact name** as provided (e.g., `Joe's Plumbing`) |
| 22 | 2. **Stripped name** — remove apostrophes, hyphens, special characters (e.g., `Joes Plumbing`) |
| 23 | 3. **Condensed name** — remove spaces and lowercase (e.g., `joesplumbing`) |
| 24 | 4. **Individual words** — split into separate search tokens (e.g., `Joe`, `Plumbing`) |
| 25 | 5. **PascalCase variant** — for filename matching (e.g., `JoesPlumbing`) |
| 26 | 6. **Hyphenated variant** — for filename matching (e.g., `Joes-Plumbing`) |
| 27 | |
| 28 | These variants enable fuzzy matching across different file naming conventions used by the 5 tool suites. |
| 29 | |
| 30 | ## Step 2 — Search for All Client Files |
| 31 | |
| 32 | Search the current working directory for ALL files that match any variant of the client name. Use `Glob` and `Grep` to find files across these categories: |
| 33 | |
| 34 | ### File Patterns to Search |
| 35 | |
| 36 | **Agency Command Center outputs:** |
| 37 | - `AGENCY-ONBOARD-*.md` — Full agency onboard reports |
| 38 | - `AGENCY-PROPOSAL-*.md` — Service proposals |
| 39 | - `AGENCY-REPORT*.pdf` — Unified PDF reports |
| 40 | - `AGENCY-PIPELINE.md` — Check if this client appears in the pipeline |
| 41 | |
| 42 | **Marketing Suite outputs:** |
| 43 | - `MARKETING-AUDIT*.md` — Marketing audit reports |
| 44 | - `MARKETING-REPORT*.md` — Marketing reports |
| 45 | - `MARKETING-REPORT*.pdf` — Marketing PDF reports |
| 46 | - `MARKETING-PROPOSAL*.md` — Marketing proposals |
| 47 | - `MARKETING-SEO*.md` — SEO audit reports |
| 48 | - `MARKETING-FUNNEL*.md` — Funnel analysis reports |
| 49 | - `MARKETING-COMPETITORS*.md` — Competitive analysis |
| 50 | |
| 51 | **Sales Team outputs:** |
| 52 | - `PROSPECT-ANALYSIS*.md` — Full prospect analysis |
| 53 | - `SALES-REPORT*.md` — Sales reports |
| 54 | - `SALES-REPORT*.pdf` — Sales PDF reports |
| 55 | - `SALES-PROPOSAL*.md` — Sales proposals |
| 56 | - `SALES-RESEARCH*.md` — Company research |
| 57 | - `SALES-CONTACTS*.md` — Decision maker intelligence |
| 58 | - `SALES-ICP*.md` — Ideal customer profile |
| 59 | - `SALES-OUTREACH*.md` — Outreach sequences |
| 60 | |
| 61 | **Reputation Manager outputs:** |
| 62 | - `REPUTATION-AUDIT-*.md` — Full reputation audits |
| 63 | - `REPUTATION-REPORT*.md` — Reputation reports |
| 64 | - `REPUTATION-REPORT*.pdf` — Reputation PDF reports |
| 65 | - `REPUTATION-REVIEWS*.md` — Review analysis |
| 66 | - `REPUTATION-SENTIMENT*.md` — Sentiment analysis |
| 67 | - `REPUTATION-COMPETITORS*.md` — Competitor benchmarking |
| 68 | - `REPUTATION-CRISIS*.md` — Crisis playbooks |
| 69 | - `REPUTATION-RECOVERY*.md` — Recovery strategies |
| 70 | - `REPUTATION-TRENDS*.md` — Trend analysis |
| 71 | |
| 72 | **GEO/SEO Tool outputs:** |
| 73 | - `GEO-AUDIT-*.md` — Full GEO audit reports |
| 74 | - `GEO-REPORT*.md` — GEO reports |
| 75 | - `GEO-REPORT*.pdf` — GEO PDF reports |
| 76 | - `GEO-CITABILITY*.md` — Citability scores |
| 77 | - `GEO-SCHEMA*.md` — Schema analysis |
| 78 | - `GEO-CRAWLERS*.md` — Crawler access reports |
| 79 | - `GEO-PLATFORM*.md` — Platform optimization reports |
| 80 | - `GEO-BRAND*.md` — Brand mention reports |
| 81 | - `GEO-LLMSTXT*.md` — llms.txt analysis |
| 82 | |
| 83 | **Legal Assistant outputs:** |
| 84 | - `LEGAL-COMPLIANCE-*.md` — Compliance gap analysis |
| 85 | - `LEGAL-REPORT*.md` — Legal reports |
| 86 | - `LEGAL-REPORT*.pdf` — Legal PDF reports |
| 87 | - `LEGAL-REVIEW*.md` — Contract reviews |
| 88 | - `LEGAL-PRIVACY*.md` — Privacy policy analysis |
| 89 | - `LEGAL-TERMS*.md` — Terms of service analysis |
| 90 | |
| 91 | ### Search Strategy |
| 92 | |
| 93 | Use this multi-step approach: |
| 94 | |
| 95 | 1. **Glob for filename matches** — Search for files where the client name appears in the filename: |
| 96 | ``` |
| 97 | Glob: AGENCY-*{variant}*.md |
| 98 | Glob: MARKETING-*{variant}*.md |
| 99 | Glob: REPUTATION-*{variant}*.md |
| 100 | Glob: GEO-*{variant}*.md |
| 101 | Glob: LEGAL-*{variant}*.md |
| 102 | Glob: SALES-*{variant}*.md |
| 103 | Glob: PROSPECT-*{variant}*.md |
| 104 | ``` |
| 105 | |
| 106 | 2. **Grep for content matches** — Search inside all output files for the client name: |
| 107 | ``` |
| 108 | Grep: Search for client name variants in all .md files in the current directory |
| 109 | Grep: Search for client name variants in all .json files (data files) |
| 110 | ``` |
| 111 | |
| 112 | 3. **Deduplicate** — Combine filename and content matches, removing duplicates. |
| 113 | |
| 114 | 4. **Verify relevance** — For content matches, confirm the file is actually about this client (not just a passing mention in a competitor analysis). |
| 115 | |
| 116 | ## Step 3 — Extract Data from Each File |
| 117 | |
| 118 | For each confirmed client file, read the file and extract: |
| 119 | |
| 120 | ### From Agency Onboard Reports (AGENCY-ONBOARD-*.md): |
| 121 | - **Agency Score** (composite 0-100) |
| 122 | - **Agency Grade** (A+ through F) |
| 123 | - Individual scores: Marketing, Reputation, GEO, Legal, Sales |
| 124 | - Top critica |