/agency-client

name: agency-client
description: Client lookup and history — searches all output files for a client and displays a comprehensive summary

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,