smart-content-repurposer_skill

Overview

This skill is a freelancer-focused client and project manager that runs from chat. It helps you add and view clients, manage projects, generate invoices, log payments, track time, run a lead pipeline, set reminders, and get a morning freelance briefing. It acts like a proactive business partner to keep your freelance operations organized and billable.

How this skill works

The skill stores data as JSON files in a local directory and prompts you through simple conversational flows for common CRM tasks. Ask for actions like “new client,” “invoice John,” “start timer Portfolio Website,” or “pipeline” and it will guide you step-by-step, update records, and produce summaries or documents. It also calculates earnings, deadlines, forecasts, and can set follow-up reminders based on your inputs.

When to use it

• Add or update client information (new client, show clients)
• Create and track projects, milestones, and deadlines (new project, show projects)
• Generate invoices, mark payments, and log earnings (invoice, paid)
• Manage leads and convert prospects into clients (new lead, pipeline, convert)
• Track time on projects and produce time reports (start timer, stop timer, time report)
• Get a daily briefing or full freelance dashboard (good morning, dashboard, overview)

Best practices

• Complete first-run setup (business name, currency, email) so invoices and reports use your info
• Add leads and clients with source data to enable accurate referral reporting
• Use project names consistently to ensure time tracking and invoicing match
• Mark payments promptly so earnings and forecasts stay accurate
• Set reminders for follow-ups on hot leads and unpaid invoices to reduce churn

Example use cases

• Quickly add a new client after a discovery call and capture source and agreed rate
• Generate an invoice for a completed project and ask to save as PDF or send by email
• Start a timer when working on a project and stop it to log billable hours automatically
• View a weekly earnings report by client and service to identify your most profitable work
• Run the lead pipeline to see hot opportunities and convert a lead into an active client