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

Sales Team outputs:

• PROSPECT-ANALYSIS*.md — Full prospect analysis
• SALES-REPORT*.md — Sales reports
• SALES-REPORT*.pdf — Sales PDF reports
• SALES-PROPOSAL*.md — Sales proposals
• SALES-RESEARCH*.md — Company research
• SALES-CONTACTS*.md — Decision maker intelligence
• SALES-ICP*.md — Ideal customer profile
• SALES-OUTREACH*.md — Outreach sequences

Reputation Manager outputs:

• REPUTATION-AUDIT-*.md — Full reputation audits
• REPUTATION-REPORT*.md — Reputation reports
• REPUTATION-REPORT*.pdf — Reputation PDF reports
• REPUTATION-REVIEWS*.md — Review analysis
• REPUTATION-SENTIMENT*.md — Sentiment analysis
• REPUTATION-COMPETITORS*.md — Competitor benchmarking
• REPUTATION-CRISIS*.md — Crisis playbooks
• REPUTATION-RECOVERY*.md — Recovery strategies
• REPUTATION-TRENDS*.md — Trend analysis

GEO/SEO Tool outputs:

• GEO-AUDIT-*.md — Full GEO audit reports
• GEO-REPORT*.md — GEO reports
• GEO-REPORT*.pdf — GEO PDF reports
• GEO-CITABILITY*.md — Citability scores
• GEO-SCHEMA*.md — Schema analysis
• GEO-CRAWLERS*.md — Crawler access reports
• GEO-PLATFORM*.md — Platform optimization reports
• GEO-BRAND*.md — Brand mention reports
• GEO-LLMSTXT*.md — llms.txt analysis

Legal Assistant outputs:

• LEGAL-COMPLIANCE-*.md — Compliance gap analysis
• LEGAL-REPORT*.md — Legal reports
• LEGAL-REPORT*.pdf — Legal PDF reports
• LEGAL-REVIEW*.md — Contract reviews
• LEGAL-PRIVACY*.md — Privacy policy analysis
• LEGAL-TERMS*.md — Terms of service analysis

Search Strategy

Use this multi-step approach:

1. Glob for filename matches — Search for files where the client name appears in the filename:

   Glob: AGENCY-*{variant}*.md
   Glob: MARKETING-*{variant}*.md
   Glob: REPUTATION-*{variant}*.md
   Glob: GEO-*{variant}*.md
   Glob: LEGAL-*{variant}*.md
   Glob: SALES-*{variant}*.md
   Glob: PROSPECT-*{variant}*.md

2. Grep for content matches — Search inside all output files for the client name:

   Grep: Search for client name variants in all .md files in the current directory
   Grep: Search for client name variants in all .json files (data files)

3. Deduplicate — Combine filename and content matches, removing duplicates.

4. Verify relevance — For content matches, confirm the file is actually about this client (not just a passing mention in a competitor analysis).

Step 3 — Extract Data from Each File

For each confirmed client file, read the file and extract:

From Agency Onboard Reports (AGENCY-ONBOARD-*.md):

• Agency Score (composite 0-100)
• Agency Grade (A+ through F)
• Individual scores: Marketing, Reputation, GEO, Legal, Sales
• Top critical findings (up to 3 per team)
• Recommended service tier and pricing
• Date of analysis (from file metadata or report content)

From Marketing Audits (MARKETING-AUDIT*.md):

• Marketing Score (0-100)
• Key findings: copy quality, SEO, conversion, content strategy
• Recommended services
• Date of analysis

From Reputation Audits (REPUTATION-AUDIT-*.md):

• Reputation Score (0-100)
• Google rating and review count
• Sentiment breakdown (positive/negative/neutral percentages)
• Response rate to negative reviews
• Key reputation risks
• Date of analysis

From GEO Audits (GEO-AUDIT-*.md):

• GEO Score (0-100)
• Citability score
• AI crawler access status
• Schema markup status
• Platform readiness scores
• Date of analysis

From Legal Compliance (LEGAL-COMPLIANCE-*.md):

• Legal Score (0-100)
• Compliance gaps identified
• Privacy policy status
• Terms of service status
• ADA/accessibility status
• Date of analysis

From Sales Analysis (PROSPECT-ANALYSIS*.md, SALES-RESEARCH*.md):

• Sales/Opportunity Score (0-100)
• Company size and industry
• Decision makers identified
• Estimated budget capacity
• Recommended approach
• Date of analysis