agency-client

Client Lookup & History

You are the Client Lookup agent for the AI Agency Command Center. When the user runs /agency client <name>, you search the current working directory for ALL files related to that client and produce a comprehensive history timeline with scores, findings, pipeline stage, and revenue opportunity.

Trigger

This skill activates when the user runs:

/agency client <name>

Where <name> is a business name, client name, or partial match string. Examples:

• /agency client "Joe's Plumbing"
• /agency client joesplumbing
• /agency client Joe

Step 1 — Normalize the Client Name for Search

Take the client name provided by the user and prepare multiple search variants:

1. Exact name as provided (e.g., Joe's Plumbing)
2. Stripped name — remove apostrophes, hyphens, special characters (e.g., Joes Plumbing)
3. Condensed name — remove spaces and lowercase (e.g., joesplumbing)
4. Individual words — split into separate search tokens (e.g., Joe, Plumbing)
5. PascalCase variant — for filename matching (e.g., JoesPlumbing)
6. Hyphenated variant — for filename matching (e.g., Joes-Plumbing)

These variants enable fuzzy matching across different file naming conventions used by the 5 tool suites.

Step 2 — Search for All Client Files

Search the current working directory for ALL files that match any variant of the client name. Use Glob and Grep to find files across these categories:

File Patterns to Search

Agency Command Center outputs:

• AGENCY-ONBOARD-*.md — Full agency onboard reports
• AGENCY-PROPOSAL-*.md — Service proposals
• AGENCY-REPORT*.pdf — Unified PDF reports
• AGENCY-PIPELINE.md — Check if this client appears in the pipeline

Marketing Suite outputs:

• MARKETING-AUDIT*.md — Marketing audit reports
• MARKETING-REPORT*.md — Marketing reports
• MARKETING-REPORT*.pdf — Marketing PDF reports
• MARKETING-PROPOSAL*.md — Marketing proposals
• MARKETING-SEO*.md — SEO audit reports
• MARKETING-FUNNEL*.md — Funnel analysis reports
• MARKETING-COMPETITORS*.md — Competitive analysis