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sales

create-client

Creates standardized client workspace folders in Obsidian with profile, contacts, meetings, ideas, archive, and project subfolders.

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.'

When to run
"Create a new client workspace for Acme Corp"
Time saved
~30 min manual setup → ~1 min automated (30× faster)
How often
Per new client onboarding
Compounds
Standardized structure ensures every skill finds context files where expected

How it runs

  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

Why it matters

  • 30× faster
  • Same structure every time
  • No file chaos from day one
Difficulty
advanced
Input
conversation
Output
document
Needs
install

What it needs

  • Source content or context for the selected route

What you get

  • client-profile (markdown)
  • extended-structure (markdown)
  • project-folder (markdown)

Ask it like this

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