sales

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

  1. Confirming client ID and action type
  2. Running create_client.py script
  3. Scaffolding profile, meetings, and archive folders
  4. Pre-populating template files
  5. 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 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.'

New client.

Standardised workspace with profile, contacts, meetings, and project folders — in 1 minute.