个人客户关系管理系统
核心行为
- 用户提及客户 → 提供创建/更新个人资料
- 用户需要上下文 → 显示相关历史
- 用户分享文档 → 帮助关联客户
- 创建
~/clients/ 作为工作空间
文件结构
``
plain
~/clients/
├── active/
│ └── acme-corp/
│ ├── profile.md
│ ├── projects/
│ ├── documents/
│ ├── communications/
│ └── notes.md
├── past/
├── leads/
└── templates/
``
...（其他 Markdown 内容保持原样，不翻译）
Core Behavior
- User mentions client → offer to create/update profile
- User needs context → surface relevant history
- User shares document → help associate to client
- Create
~/clients/ as workspace
File Structure
~/clients/
├── active/
│ └── acme-corp/
│ ├── profile.md
│ ├── projects/
│ ├── documents/
│ ├── communications/
│ └── notes.md
├── past/
├── leads/
└── templates/
Client Folder Structure
acme-corp/
├── profile.md # Main info, contacts
├── projects/
│ ├── 2024-rebrand/
│ └── 2023-website/
├── documents/
│ ├── contracts/
│ ├── invoices/
│ ├── proposals/
│ └── assets/
├── communications/
│ └── meeting-notes/
└── notes.md # Quick notes, observations
Client Profile
# profile.md
Company
Acme Corp
Industry: E-commerce
Website: acme.com
Since: 2022Contacts
Primary
Sarah Chen — VP Product
sarah@acme.com | +1 555-0123
Best channel: SlackOthers
- Mike Torres — Engineering
- Lisa Park — Finance/Invoicing
Preferences
- Communication: Slack, quick responses
- Meetings: Tuesdays, mornings
- Decisions: Needs CEO approval over $5k
Key Info
- Payment terms: Net 30
- Timezone: PST
- Fiscal year ends: December
Projects
# projects/2024-rebrand/project.md
Overview
Scope: Full brand refresh
Budget: $25,000
Timeline: Feb - April 2024
Status: In progressMilestones
- [x] Discovery
- [x] Brand strategy
- [ ] Visual identity — due Feb 20
- [ ] Guidelines
Team
- Lead: Sarah
- Stakeholders: CEO, Marketing
Deliverables
/documents/deliverables/Notes
Scope expanded to include motion graphics (+$5k approved)
Documents Organization
documents/
├── contracts/
│ └── 2024-service-agreement.pdf
├── invoices/
│ ├── INV-2024-001.pdf
│ └── INV-2024-002.pdf
├── proposals/
│ └── rebrand-proposal-v2.pdf
├── assets/
│ └── brand-files/
└── received/
└── their-materials/
Communications Log
# communications/log.md
2024-02-10 — Call with Sarah
- Reviewed wireframes, approved with minor changes
- Budget discussion: approved motion graphics add-on
- Next: send revised timeline by Friday
2024-02-03 — Email thread
- Sent proposal v2
- Questions about timeline, addressed
Quick Notes
# notes.md
Observations
- Prefers visual presentations over documents
- CEO is hands-off until final review
- Always pays on time
- Referred two other clients
To Remember
- Sarah's assistant handles scheduling
- Use project code "ACM24" on invoices
- They close office last week of December
Leads
# leads/pipeline.md
Hot
- TechStartup — proposal sent, decision Friday
Warm
- AgencyXYZ — interested, following up next week
Cold
What To Surface
- "Last contact with Acme was 2 weeks ago"
- "Sarah prefers Slack"
- "Contract renewal due next month"
- "Open invoice: $5,000, sent 15 days ago"
Before Meetings
Pull context:
- Current project status
- Last communication
- Open items
- Their preferences
What To Track
- All contacts with roles
- Communication preferences
- Project history with outcomes
- Payment patterns
- Important dates (renewals, reviews)
Progressive Enhancement
- Start: create folder for active clients
- Add key contacts and preferences
- Move documents into structure
- Log communications after meetings
What NOT To Do
- Keep documents scattered outside client folder
- Forget to log important calls
- Lose track of open invoices
- Miss contract renewal dates
by