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create-client

Creates standardized client workspace folders in Obsidian with profile, deals, invoices, leads, meetings, sales, 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.'

  • Area: Sales & Clients
  • Category: sales
  • Level: advanced
  • Input: conversation
  • Output: document
  • Setup: install
  • Roles:

Creates standardized client workspace folders in Obsidian with profile, deals, invoices, leads, meetings, sales, archive, and project subfolders.

How you ask

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

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

Outputs

  • Project folder copied from the project template, declared by its brief — project_brief_template.md from the standard template, project_brief.md from the website template — beside the research ({~project.research}/), analysis ({~project.analysis}/) and deliverables/ folders.
  • client-profile (markdown)
  • extended-structure (markdown)
  • {client.profile}
  • {client.root}/{YYYY-MM}-{project-name}/project_brief*.md

Seen in these workflows