Client Services Co-Pilot
A starter plugin for solo consultants who keep losing time to follow-ups, meeting prep, and slipped touches across multiple clients.
What's inside
Client Pulse. Surfaces clients who are owed a touch, threads that have gone cold, and clients overdue for a status update; drafts the follow-up for each so you just review and send.
Meeting Prep. Produces a one-pager brief for a specific upcoming client meeting, pulling recent mail, calendar, doc, and project activity into a single page you can skim on the way to the call.
What you need
The plugin is connector-agnostic. It refers to four tool categories as
~~mail, ~~calendar, ~~docs, and ~~project tracker. Install whatever
fits your stack in each category. See CONNECTORS.md for the mapping and
graceful-degradation behavior.
Quick start
- Install the plugin.
- Make sure you have at least a mail connector installed. A project-tracker connector unlocks the full Client Pulse experience; a calendar connector unlocks auto-detection of your next meeting for Meeting Prep.
- Try: "client pulse" or "prep me for my next client meeting."
Roadmap
Planned for v0.2:
Client Dashboard. Switchable per-client view of in-flight deliverables, next actions, and last-touched dates.
Time & Invoice. Lightweight per-client time logging plus an invoice-cadence watcher.
Scope-creep watching is parked for now; if there's demand it can come in v0.3.
Author
Built by Chris (chris-openclaw on ClawHub).
License
MIT