New client.
Standardized Client Workspace Setup
New client. Where do the files go? What's the folder structure? Who knows?
Inputs
- Client company name
- Client ID (kebab-case)
- Location + industry (optional)
What BOB Does
- Confirming client ID and action type
- Running create_client.py script
- Scaffolding profile, meetings, and archive folders
- Pre-populating template files
- Verifying folder creation
Outputs
- Client workspace folders
- Profile templates
- onboarding-tasks.md
Time Savings ~30 min manual setup → ~1 min automated (30× faster)
Try It "Create a new client workspace for Acme Corp"
Compounding Standardized structure ensures every skill finds context files where expected
Creates standardized client workspace folders with profile, contacts, meetings, ideas, and archive directories, plus project subfolders for research, analysis, and deliverables. Use when onboarding new clients, starting new project engagements, or initializing a client workspace with verification steps.
New client.
Standardised workspace with profile, contacts, meetings, and project folders — in 1 minute.