template · core tier
Client Ops Autopilot
Client admin drafted for your approval — 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
Runs unattended
The recurring skills in this kit ship with a scheduling procedure — not a guide for you to follow, but a file your agent reads and executes. Paste one line; it installs to the right directory for your platform, creates the schedule, and proves the first run actually wrote something.
Read RUN-UNATTENDED.md in this folder and put this kit's recurring skills on a schedule for my platform, verifying each step.
| Platform | Runs with your laptop closed | How |
|---|---|---|
| Claude Code | Yes — Anthropic's cloud | Routines, hourly or slower |
| Hermes | Only while its host stays up | cron, any interval |
| Codex | Needs a scheduler you own | codex exec + launchd or CI |
Every scheduled run has to name the file it must write, and records a result either way. A run that finishes cleanly having produced nothing is recorded as a failure — which is the difference between automation you can leave alone and automation that has quietly stopped working.
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.
Worth it with only 2–3 clients?+
That's the design case. With twenty clients you'd hire an account manager; with two or three, the admin lands on you at 11pm. The invoice ladder alone — day 1/7/14/21/30 — pays for the kit the first time an invoice lands two weeks earlier.
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