/customer-repo — Customer Engagement Folder Scaffolding

Create a complete, local-only customer engagement workspace with standardized templates, tracking files, and a git repo that blocks pushes to keep customer data off remote servers. Supports customer-level scaffolding and optional per-project subfolders within each customer.

Platform Compatibility

This skill runs on macOS, Linux, and Windows. Detect the OS first and pick the matching command syntax. See _shared/PLATFORM.md (skills repo root) for the full translation table. Quick reference:

On Windows, the pre-push hook still works because Git for Windows ships with sh.exe and runs hook scripts via it. The chmod +x step can simply be skipped.

Core Principles

• Local-only data. Customer engagement data never leaves the local machine via git. The repo is initialized with a pre-push hook that blocks all pushes. No remote is ever configured.
• Idempotent. If the customer or project folder already exists, report what's there and offer to fill any gaps (missing files or directories) rather than overwriting.
• OneDrive backup. Remind the user to back up the folder via their OneDrive for Business sync folder (typically ~/OneDrive - <YourCompany>/ on macOS/Linux or %USERPROFILE%\OneDrive - <YourCompany>\ on Windows — exact path varies per tenant). This keeps customer data on a managed, NDA-safe location.
• Names from input. Accept the customer name (and optional project name) from the user's prompt or ask if not provided. Never guess or fabricate names.

Prerequisite Auto-Install

Before running, verify all dependencies are present. Install anything missing automatically.

No Required Sibling Skills

This is a foundation skill — it has no sibling skill dependencies. Other skills depend on /customer-repo, not the other way around.

Required Tools

Install git before proceeding if missing. Git is required to initialize customer engagement repos with version control.

Step 1: Collect Names

Parse the user's input for a customer name and an optional project name.

Accepted input formats:

• /customer-repo Contoso → customer only, no project.
• /customer-repo Contoso/SASE PoC → customer + project (separated by /).
• /customer-repo Contoso SASE PoC → customer + project (separated by space — treat the first token as customer, the rest as project).

If nothing provided:

• Ask: "What is the customer name for this engagement?"

If only a customer name is provided:

• Proceed with customer-only scaffolding.
• After scaffolding, ask: "Want to add a project under this customer now? (e.g., /customer-repo {customer-name}/project-name)"

Slugify each name independently for its folder:

• Lowercase
• Replace spaces with hyphens
• Remove special characters (keep only a-z, 0-9, -)
• Example: "Contoso Ltd." → contoso-ltd, "SASE PoC" → sase-poc

Set:

• {customer-name} → display name (e.g., "Contoso Ltd.")
• {customer-slug} → folder name (e.g., contoso-ltd)
• {project-name} → display name (e.g., "SASE PoC") — may be empty
• {project-slug} → folder name (e.g., sase-poc) — may be empty

Step 2: Create Folder Structure

First, ensure the base directory exists:

mkdir -p ~/customer-engagements

Then check if the customer folder already exists:

ls ~/customer-engagements/{customer-slug}/ 2>/dev/null

Case A: Customer folder does NOT exist

Create the customer-level structure:

mkdir -p ~/customer-engagements/{customer-slug}
mkdir -p ~/customer-engagements/{customer-slug}/communications

If a project name was also provided, create the project structure too:

mkdir -p ~/customer-engagements/{customer-slug}/projects/{project-slug}/meetings
mkdir -p ~/customer-engagements/{customer-slug}/projects/{project-slug}/decisions
mkdir -p ~/customer-engagements/{customer-slug}/projects/{project-slug}/communications

Conditionally create architecture/: Only if the project has NO registered work_repos in crm-mapping.json. If a work repo exists, the architecture artifacts live there — creating architecture/ would be redundant.

# Only if no work_repo is registered for this project:
mkdir -p ~/customer-engagements/{customer-slug}/projects/{project-slug}/architecture

Case B: Customer folder ALREADY exists

• List the existing files and directories.
• Report to the user: "Customer folder already exists at ~/customer-engagements/{customer-slug}/ with these files: ..."

If a project name was provided:

• Check if projects/{project-slug}/ already exists.
  • If it does NOT exist: create the project subfolder and its files (skip to project creation below).
  • If it DOES exist: check for missing files/directories within the project. Offer to fill gaps. If everything is present, report: "Project '{project-name}' is already fully scaffolded under {customer-name}."

If no project name was provided:

• Identify any missing customer-level files or the projects/ directory.
• Ask: "Want me to fill in the missing items, or add a new project?"
• If the customer folder is fully complete, report: "Customer folder already fully scaffolded." List existing projects if any. Ask: "Want to add a new project?"

Idempotency rule: Only create what's missing. Never overwrite existing files.

Target Structure

~/customer-engagements/{customer-slug}/
├── README.md              ← customer-level overview
├── stakeholders.md        ← shared across all projects
├── communications/        ← customer-level chat threads, email exchanges, communication history
├── projects/
│   ├── {project-slug}/
│   │   ├── README.md      ← project scope, status, links
│   │   ├── followups.md   ← action items for this project
│   │   ├── meetings/      ← meeting prep briefs and notes
│   │   ├── decisions/     ← architectural and project decisions
│   │   ├── communications/ ← project-specific chat summaries, key email exchanges
│   │   └── architecture/  ← (only if no work_repo registered) diagrams and technical docs

Design principle: customer-engagements/ is the relationship layer — activity logs, communications, meetings, follow-ups, decisions. When a project has a dedicated work repo (e.g., ~/SASE/), that repo IS the architecture source of truth. architecture/ is only created for lightweight engagements with no work repo.

Step 3: Populate Template Files

Write each template file using the write tool. Only create files that don't already exist (idempotency).

Customer-Level Files

README.md — ~/customer-engagements/{customer-slug}/README.md

# {customer-name}

**Engagement start:** {YYYY-MM-DD}
**Account folder:** ~/customer-engagements/{customer-slug}/

## Overview

<!-- Brief description of the customer relationship and engagement context. -->

## Projects

<!-- List of active projects under this customer. -->

## Key Links

<!-- Add links to relevant resources: Teams channels, SharePoint sites, project boards, etc. -->

## Backup

Back up this folder regularly via your OneDrive for Business sync folder
(typically `~/OneDrive - <YourCompany>/` — adjust to your local sync path).

> **⚠️ Privacy Notice:** This folder contains customer-specific engagement data.
> Do not push to any remote git repository. Do not share outside the engagement team.
> All data must remain local or within the approved OneDrive backup path.

stakeholders.md — ~/customer-engagements/{customer-slug}/stakeholders.md

# Stakeholders — {customer-name}

| Name | Role | Email | Notes |
|------|------|-------|-------|
| <!-- Add stakeholder --> | <!-- Role --> | <!-- email@example.com --> | <!-- Notes --> |

## Internal Team

| Name | Role | Email | Notes |
|------|------|-------|-------|
| <!-- Add team member --> | <!-- Role --> | <!-- email@example.com --> | <!-- Notes --> |

Project-Level Files

Only created when a project name is provided.

README.md — ~/customer-engagements/{customer-slug}/projects/{project-slug}/README.md

# {project-name}

**Customer:** {customer-name}
**Project type:** <!-- PoC | Pilot | ADS | Engagement | Workshop -->
**Start date:** {YYYY-MM-DD}
**Status:** Active

## Overview

<!-- Brief description of this specific project/engagement. -->

## Key Links

<!-- Project-specific links: repos, dashboards, shared docs, etc. -->

followups.md — ~/customer-engagements/{customer-slug}/projects/{project-slug}/followups.md

# Follow-ups — {project-name} ({customer-name})

## Open

| Action | Owner | Due | Status |
|--------|-------|-----|--------|
| <!-- Describe the action item --> | <!-- Who owns it --> | <!-- YYYY-MM-DD --> | 🔴 Open |

## Closed

| Action | Owner | Due | Status | Closed |
|--------|-------|-----|--------|--------|
| <!-- Completed items move here --> | <!-- Owner --> | <!-- Due --> | ✅ Done | <!-- YYYY-MM-DD --> |

Step 4: Initialize Git Repo with Push-Blocking Hook

Initialize git (skip if .git/ already exists in the customer folder):

cd ~/customer-engagements/{customer-slug}
git init

Create the pre-push hook that blocks all pushes.

Write the following to .git/hooks/pre-push:

#!/bin/sh
echo ""
echo "╔══════════════════════════════════════════════════════════════╗"
echo "║  PUSH BLOCKED: Customer data must remain local.            ║"
echo "║                                                            ║"
echo "║  This repository contains customer engagement data that    ║"
echo "║  must not be pushed to any remote repository.              ║"
echo "║                                                            ║"
echo "║  Back up via your OneDrive for Business sync folder        ║"
echo "║  instead (e.g. ~/OneDrive - <YourCompany>/).               ║"
echo "╚══════════════════════════════════════════════════════════════╝"
echo ""
exit 1

Make the hook executable (POSIX only — skip on Windows):

# macOS / Linux / WSL / Git Bash
chmod +x "$HOME/customer-engagements/{customer-slug}/.git/hooks/pre-push"

# Windows PowerShell — not needed. Git for Windows runs hook scripts via bundled
# sh.exe regardless of file mode. Skip this step.

Create a commit covering whatever was created:

cd ~/customer-engagements/{customer-slug}
git add -A
git commit -m "Initial scaffold for {customer-name} engagement"

If a project was added to an existing customer repo, use:

git add -A
git commit -m "Add project: {project-name}"

Step 5: Print Summary

Adapt the summary based on what was created.

Customer + Project Created

✅ Customer engagement workspace created

📁 Customer: ~/customer-engagements/{customer-slug}/
📄 Customer-level files:
   - README.md (engagement overview + privacy notice)
   - stakeholders.md (contact tracking table)
📂 Directories:
   - communications/ (chat threads, email exchanges, communication history)

📂 Project: ~/customer-engagements/{customer-slug}/projects/{project-slug}/
📄 Project-level files:
   - README.md (project scope, type, status)
   - followups.md (open/closed action items)
📂 Directories:
   - meetings/ (meeting prep briefs and notes)
   - decisions/ (architectural and project decisions)
   - communications/ (project-specific chat summaries, key email exchanges)
   - architecture/ (only if no work_repo — diagrams and technical docs)

🔒 Git: Initialized with push-blocking pre-push hook
📦 Commit: "Initial scaffold for {customer-name} engagement"

💡 Reminder: Back up this folder via your OneDrive for Business sync folder
   (typically ~/OneDrive - <YourCompany>/ — adjust to your local path).

Customer Only Created (No Project)

✅ Customer engagement workspace created

📁 Customer: ~/customer-engagements/{customer-slug}/
📄 Files created:
   - README.md (engagement overview + privacy notice)
   - stakeholders.md (contact tracking table)
📂 Directories:
   - communications/ (chat threads, email exchanges)
🔒 Git: Initialized with push-blocking pre-push hook
📦 Commit: "Initial scaffold for {customer-name} engagement"

💡 Run `/customer-repo {customer-name}/project-name` to add a project.

💡 Reminder: Back up this folder via your OneDrive for Business sync folder
   (typically ~/OneDrive - <YourCompany>/ — adjust to your local path).

Project Added to Existing Customer

✅ Project added to {customer-name}

📂 Project: ~/customer-engagements/{customer-slug}/projects/{project-slug}/
📄 Files created:
   - README.md (project scope, type, status)
   - followups.md (open/closed action items)
📂 Directories:
   - meetings/ (meeting prep briefs and notes)
   - decisions/ (architectural and project decisions)
   - communications/ (project-specific chat summaries, key email exchanges)
   - architecture/ (only if no work_repo — diagrams and technical docs)
📦 Commit: "Add project: {project-name}"

Error Handling