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sales

create-client

Creates standardized client workspace folders in Obsidian with profile, contacts, meetings, ideas, archive, and project subfolders. Use when the user says 'onboard a new client,' 'start a project engagement,' 'initialize a client workspace,' or 'set up the folders.'

Inputs

  • client_id — Kebab-case client identifier, used as the folder name
  • client_name — Legal or trading name
  • location — Primary location or jurisdiction
  • industry — Sector the client operates in
  • client_id — Existing client the project belongs to
  • project_name — Project name; the folder is prefixed YYYY-MM automatically
  • client_id — Existing client workspace to extend
  • folders — Subfolders to add to the workspace

How you ask

  • Create a new client workspace for Acme Corp
  • Set up client folders for GBL International in Dubai
  • Onboard new client: TechStart Inc, SaaS, Berlin

Outputs

  • client-profile (markdown)
  • company-create-client (markdown)
  • extended-structure (markdown)
  • project-folder (markdown)
Leveladvanced
Inputconversation
Outputdocument
Setup[install]
Roles[]

Seen in these workflows