# Sales Client Relationship

> Client account management

- Skill: `construct-ai-primary/sales-client-relationship` (Agent Skill)
- Install (CLI): `npx skillmds@latest add construct-ai-primary/sales-client-relationship`
- Raw SKILL.md: https://api.skillmd.com/api/skills/construct-ai-primary/sales-client-relationship/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Construct-AI-primary (https://skillmd.com/u/construct-ai-primary)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/construct-ai-primary/sales-client-relationship

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# Sales Sales Client Relationship

## Overview
Client account management
**Announce at start:** "I'm using the sales-client-relationship skill for Sales operations."

## When to Use This Skill
**Trigger Conditions:** Client account management task required
**Prerequisites:** Domain knowledge available, appropriate permissions

## Step-by-Step Procedure
### Step 1: Initiation
1. Identify the sales task or request
2. Gather required input data and documentation
3. Verify prerequisites and permissions
### Step 2: Analysis
1. Assess the scope and requirements
2. Identify relevant standards, codes, and templates
3. Analyze dependencies and constraints
### Step 3: Execution
1. Apply discipline-specific sales client relationship methods
2. Generate required outputs and documentation
3. Perform quality checks
### Step 4: Review
1. Validate results against requirements
2. Complete required documentation
3. Route for approval if required
### Step 5: Close-Out
1. File all outputs in appropriate registers
2. Archive working documents
3. Update sales records

## Success Criteria
- [ ] Task scope clearly defined
- [ ] Required inputs gathered
- [ ] Sales Client Relationship output generated
- [ ] Quality checks completed
- [ ] Documentation filed

## Common Pitfalls
1. **Incomplete Inputs** — Verify all required data available before starting
2. **Outdated References** — Always use current codes, standards, and templates
3. **Missing Approval** — Ensure required review/approval completed

## Cross-References
### Related Skills
- Additional sales skills
### Related Agents
- Sales Coordinator — Primary agent
- Sales Manager — Oversight agent