get-claudia 1.2.7 → 1.3.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "get-claudia",
-  "version": "1.2.7",
+  "version": "1.3.0",
   "description": "An AI assistant who learns how you work.",
   "keywords": [
     "claudia",

package/template-v2/.claude/commands/accountability-check.md

@@ -0,0 +1,142 @@
+# Accountability Check
+
+Surface all commitments, overdue items, and things you're waiting on from others.
+
+## What to Check
+
+### 1. My Commitments
+From `context/commitments.md` and `accountability/commitments.md`:
+- What I've promised
+- To whom
+- When it's due
+- Current status
+
+### 2. Overdue Items
+From `accountability/overdue.md` and scanning commitment dates:
+- Anything past due
+- Days overdue
+- Impact level
+
+### 3. Waiting On Others
+From `context/waiting.md`:
+- What I'm waiting for
+- From whom
+- How long I've been waiting
+- Last follow-up
+
+### 4. Per-Client/Project Commitments
+Scan relevant folders for:
+- Client-specific commitments
+- Project deliverables
+- Meeting follow-ups
+
+## Output Format
+
+```
+## Accountability Check — [Date]
+
+### Summary
+- My commitments: X total (Y due this week)
+- Overdue items: X (oldest: Y days)
+- Waiting on others: X items
+
+### 🔴 Overdue (Needs Immediate Attention)
+
+| What | To | Was Due | Days Late | Impact |
+|------|-----|---------|-----------|--------|
+| [Item] | [Person] | [Date] | X | High/Med/Low |
+
+**Recovery Actions:**
+- [Item]: [What to do now]
+
+### 🟡 Due This Week
+
+| What | To | Due | Status | Notes |
+|------|-----|-----|--------|-------|
+| [Item] | [Person] | [Date] | On Track / At Risk | |
+
+### 🟢 Due Later
+
+| What | To | Due | Notes |
+|------|-----|-----|-------|
+| [Item] | [Person] | [Date] | |
+
+### Waiting On Others
+
+| What | From | Since | Days Waiting | Last Follow-up |
+|------|------|-------|--------------|----------------|
+| [Item] | [Person] | [Date] | X | [Date or "None"] |
+
+**Follow-up Needed:**
+- [Item from Person]: [Suggested action]
+
+### By Relationship
+
+#### [Person/Client Name]
+**I Owe:**
+- [Item] — due [Date]
+
+**They Owe:**
+- [Item] — since [Date]
+
+[Repeat for key relationships with open items]
+
+### Patterns Noticed
+
+- [Any patterns: always late on X, person Y is slow to respond, etc.]
+
+### Recommended Actions
+
+1. **Today:** [Most urgent action]
+2. **This Week:** [Important but not urgent]
+3. **Follow-up:** [People to nudge]
+```
+
+## Checking Process
+
+1. Read `context/commitments.md` and `accountability/commitments.md`
+2. Read `context/waiting.md`
+3. Scan client/project folders for commitments sections
+4. Check meeting notes from past 2 weeks for promises made
+5. Cross-reference dates against today
+
+## Red Flags to Surface
+
+- Any item 3+ days overdue
+- Any commitment with no clear due date
+- Any "waiting on" item with no follow-up scheduled
+- Same item appearing overdue multiple times (recurring problem)
+- Important relationships with imbalanced commitments
+
+## Tone
+
+- Direct, not judgmental
+- Focus on recovery, not blame
+- Prioritize by relationship importance and impact
+- Suggest specific actions
+
+## When to Run
+
+- Start of each day (abbreviated version)
+- Start of week (full version)
+- Before meeting with someone (filter to that person)
+- When feeling overwhelmed about what's owed
+
+## Usage Variations
+
+**Full check:**
+```
+/accountability-check
+```
+
+**For specific person:**
+```
+/accountability-check [person name]
+```
+Filters to only show commitments involving that person.
+
+**Quick overdue only:**
+```
+/accountability-check overdue
+```
+Shows only overdue items and immediate recovery actions.

package/template-v2/.claude/commands/client-health.md

@@ -0,0 +1,197 @@
+# Client Health
+
+Health check across all active client engagements. Available for Consultant and Solo Professional archetypes.
+
+## What to Check
+
+For each client folder in `clients/`:
+
+### 1. Engagement Health
+- Current status and phase
+- Milestone progress (if milestone-plan.md exists)
+- Any overdue deliverables
+- Contract/engagement end dates approaching
+
+### 2. Relationship Health
+- Last contact date
+- Communication frequency
+- Stakeholder sentiment (if stakeholders.md exists)
+- Any concerns or red flags
+
+### 3. Commitment Status
+- Open commitments from overview.md
+- Overdue items
+- Items waiting on client
+- Upcoming deliverables
+
+### 4. Financial Health (if tracked)
+- Outstanding invoices
+- Payment status
+- Upcoming billing
+
+### 5. Blockers (if blockers.md exists)
+- Active blockers
+- Resolution progress
+- Impact on deliverables
+
+## Output Format
+
+```
+## Client Health — [Date]
+
+### Summary
+
+| Status | Count | Details |
+|--------|-------|---------|
+| 🟢 On Track | X | [Names] |
+| 🟡 Attention Needed | X | [Names] |
+| 🔴 At Risk | X | [Names] |
+
+- **Total active clients:** X
+- **Open commitments:** X
+- **Overdue items:** X
+- **Outstanding invoices:** $X
+
+---
+
+### 🟢 On Track
+
+#### [Client Name]
+**Phase:** [Current phase]
+**Last Contact:** [Date]
+**Health:** All good
+
+**Active Work:**
+- [Deliverable] — on track for [Date]
+
+**Open Items:** X (none overdue)
+
+---
+
+### 🟡 Attention Needed
+
+#### [Client Name]
+**Phase:** [Current phase]
+**Last Contact:** [Date] — X days ago
+**Health:** Needs attention
+
+**Concerns:**
+- [Issue 1]
+- [Issue 2]
+
+**Open Items:**
+- [Overdue or at-risk item]
+
+**Suggested Action:**
+- [What to do]
+
+---
+
+### 🔴 At Risk
+
+#### [Client Name]
+**Phase:** [Current phase]
+**Issues:**
+- [Critical issue]
+- [Critical issue]
+
+**Immediate Actions:**
+1. [Urgent action]
+2. [Follow-up action]
+
+---
+
+### Cross-Client View
+
+#### Deliverables Due This Week
+
+| Client | Deliverable | Due | Status |
+|--------|-------------|-----|--------|
+| | | | On Track / At Risk / Overdue |
+
+#### Outstanding Invoices
+
+| Client | Amount | Sent | Due | Status |
+|--------|--------|------|-----|--------|
+| | $X | [Date] | [Date] | Outstanding / Overdue |
+
+#### Relationships Needing Touch
+
+| Client | Last Contact | Days | Suggested Action |
+|--------|--------------|------|------------------|
+| | [Date] | X | [Action] |
+
+---
+
+### Patterns
+
+- [Cross-client observation]
+- [Recurring issue across clients]
+
+### Capacity Check
+
+- **Current active clients:** X
+- **Total active engagements:** X
+- **Hours committed this week:** X
+- **Available bandwidth:** [Assessment]
+- **Upcoming endings:** [Client] ends [Date]
+- **Pipeline:** X prospects (see /pipeline-review)
+```
+
+## Health Scoring
+
+### 🟢 On Track
+- Recent contact (within expected cadence)
+- No overdue deliverables
+- Positive or neutral stakeholder sentiment
+- No active blockers
+- Invoices paid or not yet due
+
+### 🟡 Attention Needed
+- Contact overdue by 1 week+
+- Deliverable at risk (due soon, not complete)
+- Stakeholder concerns raised
+- Minor blocker active
+- Invoice overdue by less than 2 weeks
+
+### 🔴 At Risk
+- Contact overdue by 2+ weeks
+- Deliverable overdue
+- Stakeholder actively unhappy
+- Major blocker preventing progress
+- Invoice overdue by 2+ weeks
+- Engagement ending without renewal discussion
+
+## Tone
+
+- Factual, scannable
+- Lead with concerns (don't bury bad news)
+- Specific action suggestions
+- Don't sugarcoat problems
+- Acknowledge what's going well
+
+## When to Run
+
+- Weekly (Monday or Friday)
+- Before client meetings (filtered to that client)
+- When feeling uncertain about client status
+- During weekly review
+
+## Usage Variations
+
+**All clients:**
+```
+/client-health
+```
+
+**Specific client:**
+```
+/client-health [client name]
+```
+Deep dive on single client with full history.
+
+**Quick overview:**
+```
+/client-health summary
+```
+Just the summary stats and any red/yellow flags.

package/template-v2/.claude/commands/financial-snapshot.md

@@ -0,0 +1,137 @@
+# Financial Snapshot
+
+Quick view of your financial position: revenue, expenses, invoicing, and cash flow.
+
+## What to Check
+
+### 1. Revenue (`finances/overview.md`)
+- This month's revenue
+- Month-over-month trend
+- Active revenue streams
+
+### 2. Outstanding (`finances/invoicing.md` if exists)
+- Unpaid invoices
+- Overdue amounts
+- Upcoming invoices to send
+
+### 3. Expenses (`finances/expenses.md` if exists)
+- This month's expenses
+- Major categories
+- Unusual items
+
+### 4. Cash Flow
+- Net position (revenue - expenses)
+- Runway or buffer
+- Upcoming obligations
+
+## Output Format
+
+```
+## Financial Snapshot — [Date]
+
+### This Month: [Month Year]
+
+| Metric | Amount | vs Last Month |
+|--------|--------|---------------|
+| Revenue | $X | +/-X% |
+| Expenses | $X | +/-X% |
+| Net | $X | +/-X% |
+
+### Revenue Breakdown
+
+| Source | Amount | Status |
+|--------|--------|--------|
+| [Client/Stream] | $X | Received / Outstanding |
+
+**Total Received:** $X
+**Total Outstanding:** $X
+
+### Outstanding Invoices
+
+| Invoice | Client | Amount | Sent | Due | Status |
+|---------|--------|--------|------|-----|--------|
+| [#] | [Client] | $X | [Date] | [Date] | Upcoming / Due / Overdue |
+
+**Total Outstanding:** $X
+**Overdue:** $X
+
+### Invoices to Send
+
+| Client | Work | Est. Amount | Ready? |
+|--------|------|-------------|--------|
+| [Client] | [Description] | $X | Yes/No |
+
+### Expenses This Month
+
+| Category | Amount | Notes |
+|----------|--------|-------|
+| [Category] | $X | |
+
+**Total Expenses:** $X
+
+### Cash Flow Summary
+
+- **Revenue this month:** $X
+- **Expenses this month:** $X
+- **Net this month:** $X
+- **Outstanding receivables:** $X
+- **Expected cash in:** $X (next 30 days)
+
+### Alerts
+
+- [Any financial concerns or actions needed]
+
+### Tax Set-Aside (if applicable)
+
+- **Should set aside:** $X (at X% rate)
+- **Actually set aside:** $X
+- **Next quarterly due:** [Date]
+```
+
+## Archetype Variations
+
+### Consultant/Solo
+Focus on client invoicing, project-based revenue, and utilization-based capacity.
+
+### Founder
+Include runway calculation, burn rate, and path to next fundraise.
+
+```
+### Runway Check
+
+- **Cash on hand:** $X
+- **Monthly burn:** $X
+- **Runway:** X months (until [Date])
+- **Next milestone before raise:** [What]
+```
+
+### Executive
+Focus on budget tracking, department spend, and initiative costs if applicable.
+
+### Creator
+Break down by revenue stream: sponsorships, products, affiliate, etc.
+
+```
+### Revenue by Stream
+
+| Stream | This Month | Last Month | Trend |
+|--------|------------|------------|-------|
+| Sponsorships | $X | $X | ↑/→/↓ |
+| Products | $X | $X | ↑/→/↓ |
+| Affiliate | $X | $X | ↑/→/↓ |
+```
+
+## Tone
+
+- Numbers-focused, clear
+- Highlight concerns prominently
+- Actionable recommendations
+- No judgment about spending
+
+## When to Run
+
+- Weekly or biweekly
+- End of month
+- Before making financial decisions
+- When feeling uncertain about cash position
+- Before quarterly tax payments

package/template-v2/.claude/commands/pipeline-review.md

@@ -0,0 +1,102 @@
+# Pipeline Review
+
+Review your active pipeline, opportunities, and capacity.
+
+## What to Check
+
+### 1. Active Pipeline (`pipeline/active.md`)
+- Current engagements or deals
+- Stage of each
+- Health status
+- Next actions needed
+
+### 2. Prospecting (`pipeline/prospecting.md` if exists)
+- Warm leads
+- Outreach in progress
+- Follow-ups needed
+
+### 3. Capacity
+- Current utilization
+- Available bandwidth
+- Upcoming endings or starts
+
+### 4. Stalled Items
+- Opportunities with no activity in 2+ weeks
+- Deals that need nudging or closing
+
+## Output Format
+
+```
+## Pipeline Review — [Date]
+
+### Summary
+- Active engagements: X ($Y total value)
+- In prospecting: X ($Y potential)
+- Capacity: X% utilized
+- Stalled items: X need attention
+
+### Active Engagements
+
+| Client/Deal | Stage | Value | Health | Next Action |
+|-------------|-------|-------|--------|-------------|
+| [Name] | [Stage] | $X | 🟢/🟡/🔴 | [Action] |
+
+### Prospecting Pipeline
+
+| Opportunity | Stage | Est. Value | Last Touch | Next Step |
+|-------------|-------|------------|------------|-----------|
+| [Name] | [Stage] | $X | [Date] | [Action] |
+
+### Stalled (2+ Weeks Inactive)
+
+| Item | Last Activity | Days Stalled | Recommendation |
+|------|---------------|--------------|----------------|
+| [Name] | [Date] | X | [What to do] |
+
+### Capacity Check
+
+- **Current utilization:** X%
+- **Available for:** [type of work/hours]
+- **Upcoming changes:**
+  - [Date]: [Engagement ending/starting]
+
+### Upcoming Closings
+
+| Deal | Expected Close | Value | Probability |
+|------|----------------|-------|-------------|
+| [Name] | [Date] | $X | High/Med/Low |
+
+### Actions This Week
+
+1. [Highest priority pipeline action]
+2. [Second priority]
+3. [Third priority]
+```
+
+## Archetype Variations
+
+### Consultant/Solo
+Focus on client pipeline, engagement renewals, and billable capacity.
+
+### Founder
+Focus on investor pipeline, fundraising progress, and deal stages.
+
+### Executive
+Focus on initiative pipeline, strategic project status, and resource allocation.
+
+### Creator
+Focus on partnership pipeline, sponsorship opportunities, and content deals.
+
+## Tone
+
+- Business-focused, not chatty
+- Prioritize by urgency and value
+- Flag stalled items prominently
+- Suggest specific actions
+
+## When to Run
+
+- Weekly (Monday mornings ideal)
+- Before capacity planning
+- When feeling uncertain about workload
+- Before taking on new work