Client Relationship Manager

by The Agent Ledger

A lightweight, AI-native CRM for solopreneurs and freelancers. No SaaS subscription. No monthly seat fees. Just plain text files your agent can read, update, and reason over — with you keeping full control of your data.

What This Skill Does

• Maintains structured client records in plain text
• Tracks deal stages, interaction history, and follow-up queues
• Prepares meeting briefs from client context
• Surfaces overdue follow-ups automatically
• Generates pipeline snapshots and revenue forecasts
• Stays out of the way when you don't need it

Setup (5 Steps)

Step 1: Create Your CRM Directory

crm/
├── clients/          # One file per client
├── pipeline.md       # Active deals and stages
├── follow-ups.md     # Pending follow-up queue
└── README.md         # Index of all clients

Ask your agent to create this structure:

"Set up a CRM directory at crm/ with subdirectories for clients, and files for pipeline.md and follow-ups.md."

Step 2: Add Your First Client Record

Each client lives in crm/clients/[client-slug].md. Use this template:

# [Client Name]
**Company:** [Company or "Individual"]
**Contact:** [Primary contact name]
**Email:** [email]
**Phone:** [phone — optional]
**Timezone:** [their timezone]
**Introduced:** [YYYY-MM-DD]
**Source:** [How you met — referral, cold outreach, inbound, etc.]
**Tags:** [industry, service-type, etc.]

## Status
**Stage:** [Lead / Prospect / Active / Paused / Closed-Won / Closed-Lost]
**Value:** [$X/project | $X/month | TBD]
**Next Action:** [What needs to happen next]
**Next Action Due:** [YYYY-MM-DD]

## Background
[2-3 sentences on who they are, what they do, what problem they're trying to solve]

## Our Work Together
[What service/product you're providing or discussing]

## Interaction Log
### YYYY-MM-DD — [Medium: email/call/meeting/message]
[Brief summary of what was discussed, decided, or agreed]

### YYYY-MM-DD — [Medium]
[...]

Step 3: Set Up Your Pipeline

crm/pipeline.md tracks all active deals in one view:

# Pipeline
_Last updated: YYYY-MM-DD_

## Active Deals

| Client | Stage | Value | Next Action | Due |
|--------|-------|-------|-------------|-----|
| [Name] | Proposal Sent | $X | Follow up if no response | YYYY-MM-DD |
| [Name] | Negotiating | $X | Send revised scope | YYYY-MM-DD |
| [Name] | Active | $X/mo | Monthly check-in | YYYY-MM-DD |

## Pipeline Summary
- **Total pipeline value:** $X
- **Weighted forecast (50% close rate):** $X
- **Active client MRR:** $X

## Recently Closed
| Client | Outcome | Value | Date |
|--------|---------|-------|------|
| [Name] | Won | $X | YYYY-MM-DD |
| [Name] | Lost | — | YYYY-MM-DD |

Step 4: Set Up Your Follow-Up Queue

crm/follow-ups.md is your daily action list:

# Follow-Up Queue
_Last updated: YYYY-MM-DD_