TEMPLATE · CORE TIER
Client Ops Autopilot
Every account runs like your best account — onboarding, reports, invoices, scope, health, offboarding.
Seven skills cover the full client lifecycle so the operational work between the billable work — status updates, meeting action items, invoice reminders, scope conversations — is drafted, tracked, and consistent, while you stay the human on the relationship. Built for freelancers and agencies who lose billable hours to account admin.
client-ops-autopilot/
├── README.md · INSTALL.md · LICENSE (commercial)
├── skills/ ← 7 lifecycle skills:
│ ├── client-onboarding · status-report-generator
│ ├── meeting-to-action-items · invoice-chaser
│ ├── scope-creep-sentinel · client-health-score
│ └── offboarding-handoff
└── templates/ ← 6 copy-paste templates
├── onboarding-checklist · status-report · action-items-log
└── invoice-ladder · change-request · offboarding-checklistWHY IT'S DIFFERENT
- ▸ The agent drafts, you approve — nothing client-facing sends itself
- ▸ Everything leaves a dated, findable record — awkward conversations get short
- ▸ Tool-agnostic: works against plain files, any PM tool, any invoicing tool
QUESTIONS, ANSWERED
Will clients know an agent wrote the reports?+
The templates read like a competent operator wrote them, and the rule is built in: the agent drafts, a human approves. You edit the voice once and it sticks.
Does it integrate with my PM / invoicing tool?+
It works against plain files out of the box. If your tool has an API your agent can reach, point the skills at it — the workflow is identical either way.