client-relationship-manager

# Client Relationship Manager
### by [The Agent Ledger](https://theagentledger.com)

A lightweight, AI-native CRM for solopreneurs and freelancers. No SaaS subscription. No monthly seat fees. Just plain text files your agent can read, update, and reason over — with you keeping full control of your data.

---

## What This Skill Does

- Maintains structured client records in plain text
- Tracks deal stages, interaction history, and follow-up queues
- Prepares meeting briefs from client context
- Surfaces overdue follow-ups automatically
- Generates pipeline snapshots and revenue forecasts
- Stays out of the way when you don't need it

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## Setup (5 Steps)

### Step 1: Create Your CRM Directory

```
crm/
├── clients/          # One file per client
├── pipeline.md       # Active deals and stages
├── follow-ups.md     # Pending follow-up queue
└── README.md         # Index of all clients
```

Ask your agent to create this structure:

> "Set up a CRM directory at `crm/` with subdirectories for clients, and files for pipeline.md and follow-ups.md."

---

### Step 2: Add Your First Client Record

Each client lives in `crm/clients/[client-slug].md`. Use this template:

```markdown
# [Client Name]
**Company:** [Company or "Individual"]
**Contact:** [Primary contact name]
**Email:** [email]
**Phone:** [phone — optional]
**Timezone:** [their timezone]
**Introduced:** [YYYY-MM-DD]
**Source:** [How you met — referral, cold outreach, inbound, etc.]
**Tags:** [industry, service-type, etc.]

## Status
**Stage:** [Lead / Prospect / Active / Paused / Closed-Won / Closed-Lost]
**Value:** [$X/project | $X/month | TBD]
**Next Action:** [What needs to happen next]
**Next Action Due:** [YYYY-MM-DD]

## Background
[2-3 sentences on who they are, what they do, what problem they're trying to solve]

## Our Work Together
[What service/product you're providing or discussing]

## Interaction Log
### YYYY-MM-DD — [Medium: email/call/meeting/message]
[Brief summary of what was discussed, decid...