New client.¶
Standardized Client Workspace Setup
New client. Where do the files go? What's the folder structure? Who knows?
Outcome: Standardised workspace with profile, contacts, meetings, and project folders — in 1 minute.
- Area: Sales & Clients
- Level: advanced
- 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
- Frequency: Per new client onboarding
- Published: 2026-03-27
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
Benefits¶
- 30× faster
- Same structure every time
- No file chaos from day one
Built on the create-client skill.