A Claude Code skill that runs your agency’s client operations
The Agency CRM Ops Skill is a Claude Code skill, a SKILL.md playbook and a CLAUDE.md rules block, that lets an agency owner keep a CRM pipeline holding only real prospects, filter out solicitors who book calls to sell to you, build a marketing list that respects do-not-contact and consent, file meeting recordings one folder per client, and clean the inbox without ever losing mail from favorites or clients. It costs $20 once and arrives by email.
Running an agency means the client work is only half the job. The other half is the pipeline that fills up with people who booked a call to sell you something, the newsletter list nobody is sure is clean, the recordings library named “Meeting Recording” forty times over, and an inbox where a client email sits next to the tenth funding offer of the week.
This skill writes down how to keep all of that in order, as rules Claude Code can follow in your own accounts. It is opinionated where opinions save mistakes: nothing is hard deleted, every bulk change is shown to you before it happens, people are matched by email or exact name rather than by guess, and anything Claude Code cannot identify is left unsorted and reported instead of filed somewhere plausible.
It is for agency owners and operators who already use Claude Code, or are ready to, and who would rather describe the rules once than repeat them every session. It does not replace your CRM. It tells Claude Code how to run the one you have.
- SKILL.md: the full playbook Claude Code follows, with seven modes
- CLAUDE.md: the standing rules block to paste into any project
- A zip with the agency-crm-ops folder, ready for ~/.claude/skills/
- A permanent download link, no subscription and no account
Before you buy, the terms of this sale
- The skill files are delivered to the email address I give, immediately, the moment my payment clears.
- Because they are delivered in full straight away, all sales are final: no refunds, no partial refunds, no exceptions, for any reason.
- I am asking for that immediate delivery and I give up any cancellation or cooling-off period that would otherwise apply to digital content.
- If the email does not reach me, Frenchy Digital will re-send it to my address for as long as I need, and that re-send is the remedy rather than a refund.
- The skill is a set of instructions for Claude Code. I stay responsible for what it does in my own accounts, I review its previews before approving bulk changes, and it is not legal advice on email marketing law.
The same terms are in full in our terms and conditions, and you will be asked to accept them once more on the Stripe payment page.
You can change the address at checkout, and that is where it is delivered. Secure checkout by Stripe, and we never see your card.
What the skill does
A pipeline that only holds real prospects
Every booked call becomes a card, except when the booker is selling to you. Past calls ask for an outcome instead of prep, cancelled calls go dormant with a rebook prompt, and an existing client who books again lands in Upsell rather than New.
Solicitor detection
Bookers who say they have no budget to invest, offer a collaboration, pitch lead generation or appointment setting in your form, or share a domain with a known solicitor are flagged with the reason. They get no card and no marketing email, and the contact and meeting are kept, not deleted. A reference Postgres function is included.
Last contact age on every card
Each card carries a dated badge showing when you last actually spoke to that company, bucketed from under a month to four months or more, or no contact logged. It is computed in one database view, so every screen agrees.
A lawful marketing list
The list is built from billing, CRM and booking records, then cleaned in a fixed order: do-not-contact companies, current and former clients, solicitors, your own and test addresses, existing subscribers, suppressions and open prospects. You see the preview by group before anything is imported, and non opt-in contacts are recorded honestly as such.
Recordings, one folder per client
Meeting recordings are matched to clients by title, then transcript, then an evidence-only pass that is allowed to say it does not know. Each one is written to the CRM once, and the library ends up as a single Clients folder with exactly one folder per client, merged into what you already have rather than duplicated.
Inbox cleanup with a favorites guard
A guard rule runs first so VIPs, clients, partners and the platforms your business depends on are never trashed, archived or marked as spam. After it, one cold outreach rule catches funding offers, review removal pitches, collaboration subjects and the familiar last follow-up lines, by sender and by phrase.
The pipeline, kept honest
Run /agency-crm-ops pipeline and cards move to the stage the booking says they are in. A booker who is selling to you is tagged as a solicitor and leaves the board, and every remaining card shows how long it has been since you last spoke, from green to red.
An inbox that protects your clients
Run /agency-crm-ops inbox and the favorites guard goes first, so mail from clients and partners stays where it is. Cold pitches and last follow up lines then go to Trash, which you can always undo.
Free preview: the outline of SKILL.md
Every section of the playbook, in order, so you can judge the scope before paying. The rules, phrase lists, reference SQL and step by step procedures inside each section are what the $20 buys.
- 0.Ground rules: reversible first, preview then act, never guess identity
- 1.The CRM data model: companies, lifecycle stages, one open card per contact, merges
- 2.Pipeline rules: real prospects only, booking stages, last contact on every card
- 3.Marketing list rules: the exclusion order and honest consent records
- 4.Meeting recordings: collect, match, write to the CRM, organise folders
- 5.Billing links: matching billing customers to companies without guessing
- 6.Inbox hygiene: the favorites guard, cold outreach to Trash, finding new solicitors, an optional scheduled sweep
- 7.Modes: audit, pipeline, solicitors, list, recordings, inbox, status
- 8.Reporting back: outcome first, judgment calls named
The full text of each section is delivered after purchase.
What you get, and how to install it
SKILL.md is the playbook. Claude Code loads it when you type /agency-crm-ops followed by a mode: audit, pipeline, solicitors, list, recordings, inbox or status.
CLAUDE.mdis the short version: the standing rules for safety, pipeline, marketing email, recordings, inbox and copy, written to be pasted into a project’s own CLAUDE.md so every session follows them even when the skill is not invoked.
To install, unzip the download and copy the agency-crm-ops folder into ~/.claude/skills/. Paste CLAUDE.md into your project, open Claude Code and start with /agency-crm-ops audit, which only reports and changes nothing.
Both files are delivered in full the moment the payment clears, so all sales are final and no refunds are offered. That is why the outline is on this page for nothing. The full policy is in our terms and conditions.
Questions people ask
- SKILL.md: the full playbook Claude Code follows, with seven modes
- CLAUDE.md: the standing rules block to paste into any project
- A zip with the agency-crm-ops folder, ready for ~/.claude/skills/
- A permanent download link, no subscription and no account
Before you buy, the terms of this sale
- The skill files are delivered to the email address I give, immediately, the moment my payment clears.
- Because they are delivered in full straight away, all sales are final: no refunds, no partial refunds, no exceptions, for any reason.
- I am asking for that immediate delivery and I give up any cancellation or cooling-off period that would otherwise apply to digital content.
- If the email does not reach me, Frenchy Digital will re-send it to my address for as long as I need, and that re-send is the remedy rather than a refund.
- The skill is a set of instructions for Claude Code. I stay responsible for what it does in my own accounts, I review its previews before approving bulk changes, and it is not legal advice on email marketing law.
The same terms are in full in our terms and conditions, and you will be asked to accept them once more on the Stripe payment page.
You can change the address at checkout, and that is where it is delivered. Secure checkout by Stripe, and we never see your card.
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