什么是 客户管理？

“客户”技能是一个全面的框架，用于直接在您的 AI 驱动工作流中管理专业关系。通过利用 Openclaw Skills，该系统建立了客户数据的集中存储库，确保每个项目、文档和通信日志都具有上下文关联。它将标准目录转换为智能 CRM，帮助您的 AI 智能体理解您专业网络的细微差别。

该技能专为需要在多个利益相关者之间保持高度组织性的自由职业者、顾问和机构而构建。通过 Openclaw Skills 集成，您可以轻松地从管理热门潜在客户过渡到跟踪活动项目里程碑和存档历史数据，同时将关键联系偏好和付款模式保持在工作区上下文的前沿。

下载入口:https://github.com/openclaw/skills/tree/main/skills/ivangdavila/clients

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

2. 手动安装

将技能文件夹复制到以下位置之一

优先级：工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

客户管理 应用场景

• 跟踪活跃客户资料，包括主要联系人和首选沟通渠道。
• 在嵌套文件夹结构中管理特定项目的详细时间表、预算和交付成果。
• 组织合同、发票和提案等财务文件，以便于检索。
• 维护通信日志，以便在会议或随访前提取历史背景。
• 通过将潜在客户分类为热、温、冷来管理业务开发管线。

1. AI 智能体识别客户提及，并主动在特定目录中创建或更新资料。
2. 在 ~/clients/ 建立标准化工作区，以存放活跃、过往和潜在关系。
3. 智能体系统地将传入的文档和会议记录组织到相关的客户子文件夹中。
4. 根据文件数据提供主动洞察，如待处理的发票截止日期或合同续约。
5. 在预定互动之前，系统会调取当前项目状态和上次联系日志，以提供完整的简报。

客户管理 配置指南

要初始化客户管理系统，请在主文件夹中创建基础目录结构：

mkdir -p ~/clients/{active,past,leads,templates}

结构就绪后，您的使用 Openclaw Skills 的智能体将在您共享项目和联系人详细信息时，开始将特定客户数据组织到这些目录中。

客户管理 数据架构与分类体系

该技能将数据组织成层次结构，以最大限度地提高上下文检索效率：

name: Clients
description: Build a personal client system for tracking relationships, projects, documents, and history.
metadata: {"clawdbot":{"emoji":"??","os":["linux","darwin","win32"]}}

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: 2022

## Contacts
### Primary
Sarah Chen — VP Product
sarah@acme.com | +1 555-0123
Best channel: Slack

### Others
- 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 progress

## Milestones
- [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
- BigCorp — revisit Q3

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