Clients

What This Skill Does

The Clients skill transforms OpenClaw into a robust CRM and project management hub. It automates the tracking of professional relationships, project lifecycles, and document organization within a structured local filesystem (~/clients/). By maintaining a standardized directory structure, this skill ensures that every client interaction, invoice, project milestone, and communication thread is indexed, searchable, and instantly retrievable. It is designed to act as your 'second brain' for business operations, surfacing actionable insights such as upcoming contract renewals, outstanding invoices, or specific communication preferences when you need them most.

Installation

To integrate the Clients skill into your OpenClaw environment, execute the following command in your terminal:

clawhub install openclaw/skills/skills/ivangdavila/clients

Ensure that you have appropriate read/write permissions for your home directory, as the skill will create the foundational ~/clients/ structure upon initialization.

Use Cases

• Client Relationship Management: Store detailed contact info, meeting notes, and personality insights (e.g., 'Sarah prefers Slack') to foster stronger professional relationships.
• Project Oversight: Track complex projects like branding refreshes or website deployments with milestones, budget caps, and status updates.
• Document Lifecycle: Automate the sorting of incoming contracts, invoices, and proposals into logical sub-folders within each client's specific directory.
• Pipeline Management: Monitor potential business leads through a centralized pipeline document that tracks interest levels.

Example Prompts

1. "Create a new client profile for 'InnovateTech' and set them up as an active project."
2. "What is the status of the 2024-rebrand project for Acme Corp, and do I have any outstanding invoices for them?"
3. "Summarize my last three conversations with Sarah from Acme Corp and highlight any action items I missed."

Tips & Limitations

• Consistency is Key: To get the most value, ensure your file naming conventions align with the suggested structure. The skill is optimized for the Markdown-based format defined in the documentation.
• Surface Insights: Always ask OpenClaw for 'pending items' or 'upcoming deadlines' to trigger the proactive surfacing feature that keeps your workflow moving.
• Limitation: As this skill relies on local file management, ensure your ~/clients/ folder is backed up regularly to prevent data loss. It does not natively sync with cloud CRM platforms like Salesforce; it is intended for local, privacy-first management.