beam-ai-team/create-client-project

Create Client Project

Create a standardized client project folder structure with pre-configured templates.

Purpose

Quickly onboard new clients with a complete folder structure including:

• Project context tracking files
• Documentation templates
• Meeting notes organization
• Communication archives

Time saved: ~20 minutes of manual setup per client

Workflow

Step 1: Gather Information

Required:

• Client name

Optional (improves templates):

• GTM documentation / scope
• Primary contact info
• Project description
• Email domain (for Fathom filtering)

What's the client name?
> Acme Corporation

Do you have any GTM documentation to include? (paste, file path, or 'skip')

Step 2: Normalize Name

Convert to folder-safe format:

• Lowercase
• Replace spaces with hyphens
• Remove special characters

"Acme Corporation" → acme-corporation

Step 3: Create Structure

Base Location: User specifies or use default project location

[location]/[client-name]/
├── PROJECT_CONTEXT.md         # Chronological update log
├── project-state.json         # Structured state data
├── README.md                  # Project overview
│
├── docs/
│   ├── SCOPE_OF_WORK.md       # Deliverables & timeline
│   ├── SOLUTION_WORKFLOW.md   # Operational procedures
│   ├── TECHNICAL_ARCHITECTURE.md  # System design
│   ├── LINEAR_TICKETS.md      # Ticket tracking
│   └── SLACK_CHANNELS_SETUP.md    # Communication
│
├── meetings/
│   └── transcripts/           # Raw transcripts
│
├── communications/            # Sent messages
│
└── weekly-updates/            # Status reports

Step 4: Populate Templates

PROJECT_CONTEXT.md:

# [Client Name] Project Context

> Quick-reference log of project changes. Newest entries at top.

---

## [Today's Date]

**Project Created**
- Initial setup and folder structure

**Links:**
- [Scope of Work](docs/SCOPE_OF_WORK.md)
- [Technical Architecture](docs/TECHNICAL_ARCHITECTURE.md)

project-state.json:

{
  "lastUpdated": "[timestamp]",
  "clientName": "[Client Name]",
  "clientDomain": "[domain.com]",
  "currentPhase": "DISCOVERY",
  "recentActivity": [{
    "date": "[today]",
    "type": "onboarding",
    "summary": "Project created"
  }],
  "nextSteps": [
    "Complete kickoff meeting",
    "Define scope of work",
    "Set up communication channels"
  ],
  "openIssues": [],
  "blockers": [],
  "team": {
    "internal": [],
    "client": []
  }
}

README.md:

# [Client Name]

## Overview
[Description from GTM docs or placeholder]

## Quick Links
- [Scope of Work](docs/SCOPE_OF_WORK.md)
- [Technical Architecture](docs/TECHNICAL_ARCHITECTURE.md)
- Linear Project: TBD
- Slack Channel: TBD

## Team
**Internal**: TBD
**Client**: [Contact info if provided]

## Status
- **Phase**: Discovery
- **Created**: [Date]

Step 5: Extract from GTM Docs

If documentation provided, extract:

• Scope → SCOPE_OF_WORK.md
• Contacts → README.md
• Requirements → TECHNICAL_ARCHITECTURE.md
• Timeline → SCOPE_OF_WORK.md

Step 6: Report Success

Client project created: [Client Name]

Location: [path]

Files Created:
- PROJECT_CONTEXT.md
- project-state.json
- README.md
- docs/SCOPE_OF_WORK.md
- docs/SOLUTION_WORKFLOW.md
- docs/TECHNICAL_ARCHITECTURE.md
- docs/LINEAR_TICKETS.md
- docs/SLACK_CHANNELS_SETUP.md

Next Steps:
1. Review and complete SCOPE_OF_WORK.md
2. Create Linear project
3. Set up Slack channels
4. Schedule kickoff meeting

Package Contents

create-client-project/
├── SKILL.md                    # This file
└── templates/
    ├── PROJECT_CONTEXT.md      # Context template
    ├── project-state.json      # State template
    ├── README.md               # Overview template
    └── docs/
        ├── SCOPE_OF_WORK.md
        ├── SOLUTION_WORKFLOW.md
        ├── TECHNICAL_ARCHITECTURE.md
        ├── LINEAR_TICKETS.md
        └── SLACK_CHANNELS_SETUP.md

Related Skills

• process-client-meeting - Use after kickoff meeting
• update-project-context - Keep context current
• create-weekly-update - Start weekly reporting
• fathom-fetch-meetings - Filter meetings by client domain

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Version: 1.0 Owner: Hassaan Ahmed