Use when onboarding a new client, creating contracts, or drafting proposals. Triggers: 'new client [name]', 'onboard [client]', 'create a contract for [client]', 'draft proposal for [client]'.
.claude/skills/_shared/conventions.mdgotchas.md in this directory!tail -20 "${CLAUDE_SKILL_DIR}/data/feedback.log" 2>/dev/null || echo "No feedback yet — preferences will accumulate over sessions."
date +%Y-%m-%d (%A)git status --short notion-mirror/| Condition | Mode | Steps |
|---|---|---|
| "create a contract" or "draft proposal" for existing client |
| Contract-only |
Verify client in notion-mirror/clients/, load file, skip to Step 6 |
| "new client" or "onboard" | Full onboarding | All steps (2-15) |
Use templates/client-file-template.md. Write to notion-mirror/clients/<client-slug>.md.
For each known contact, write to notion-mirror/contacts/<name-slug>.md with frontmatter: title, email, role, client. Body: relationship notes. Use AskUserQuestion if incomplete — minimum need name and email.
mkdir -p "clients/<client-slug>"
Use templates/readme-template.md for clients/<client-slug>/README.md.
# cd to project root
git add notion-mirror/clients/ notion-mirror/contacts/ clients/
git commit -m "feat: onboard new client — [Client Name]" </dev/null 2>&1
git push
Verify sync per _shared/conventions.md. If errors in .sync-log/push-error.log, warn [Owner] and stop — subsequent steps need notion_id from the sync engine.
Use AskUserQuestion:
| Option | Template |
|---|---|
| Fractional CTO MSA | clients/templates/fractional-cto-msa.md |
| Web Development MSA | clients/templates/web-development-msa.md |
| Simple Agreement | clients/templates/service-agreement-draft.md |
| No contract needed | Skip to Step 10 |
Read selected template. Replace placeholders. [Your Company] details (service provider):
| Field | Value |
|---|---|
| Company | [Your Company] (Co. No. [Company Reg], VAT [VAT Number]) |
| Address | [Your Address] |
| Contact | [Your Name], Founder ([email protected]) |
| Entity | Private company limited by shares, laws of Ireland |
| Jurisdiction | Ireland / Dublin |
Also fill: client company details, rate, billing terms, scope, start date, notice contacts.
Present filled contract. Flag protective concerns (from Strategy Notes):
cd [configure path for your setup]
AGREEMENT_TITLE="[title]" AGREEMENT_SUBTITLE="[subtitle]" \
CLIENT_NAME="[client name]" PROVIDER_NAME="[Your Company]" \
AGREEMENT_DATE="$(date +%Y-%m-%d)" \
npx tsx generate.ts "[input.md]" "[output.pdf]"
Pre-fill [Owner]'s signature (<!-- signature:[Your Name] -->), leave client blocks blank. Save to clients/<client-slug>/docs/legal/. If tool fails, save markdown and inform [Owner].
Write to notion-mirror/projects/<client-slug>-<engagement-type>.md:
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