{ "schema": "aiblocks-page/1", "id": "client-project-communication-plan", "type": "skill", "name": "Client communication planner", "summary": "Share how you work with clients. Get clear channels, update dates and a record for decisions and approvals.", "headline": "Client communication planner", "subhead": "Share your client projects, current communication channels and approval problems. It sets a main channel, update rhythm and decision record for each relationship. You get a communication plan, clear approval roles and steps for raising issues before they delay the work.", "job": { "id": "organise-work", "name": "Run meetings, notes and plans" }, "level": "intermediate", "thinking": "medium", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-25", "inputs": [ { "type": "source_text", "required": false, "label": "Source text", "what": "a long source in full: an article, a video or talk transcript, or notes from a book, with its title, author and link" }, { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" } ], "outputs": [ { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "The client projects you run, with the 1 to 5 client-side people on each", "How you talk to each client today (email, chat, calls, a shared board)", "Who approves work on each side, and where documents live now", "What has gone wrong, such as late approvals or surprise issues", "How often each client expects to hear from you (optional)" ], "you_get": [ "A client table with one main channel, document home and update day per client", "An update calendar for weekly, monthly and quarterly check-ins", "A decision log format with its fields", "Named sign-off roles and a backup for each", "An escalation path for delays, risks and client staff changes" ], "use_when": [ "A client says \"I did not know about that\" and you want to stop it happening again.", "You use email, chat and a shared board for one project and nothing is in one place.", "A client sign-off is unclear and nobody can show who approved the work.", "A new project manager takes over and needs to know how each client is handled." ], "skip_when": [ "You only need one status email this week: use the Weekly status update writer.", "You work with a large client team and a full account team (1,000+ staff): this plan is sized for small teams.", "You need to set a price or scope for new work: use the Client pricing planner or the Client scope change and decision tracker.", "You want to chase a late invoice: use the Payment reminder letter writer." ], "output_sample": { "input": [ "Your client projects and the client-side contacts on each", "How you talk to each client today", "Who approves work, and where documents live", "What has gone wrong so far" ], "output": [ { "name": "Client table", "contains": "One main channel, one document home and one update day for each client." }, { "name": "Update calendar", "contains": "Weekly, monthly and quarterly updates, each with a sender and what it covers." }, { "name": "Decision log format", "contains": "The fields to record for every decision, so nobody argues about what was agreed." }, { "name": "Approval roles", "contains": "Who signs off each deliverable, how, and who steps in if they go quiet." }, { "name": "Escalation path", "contains": "How delays, risks and client staff changes get raised, to whom and by when." }, { "name": "Open questions", "contains": "Anything you left out, marked MISSING so you can fill it in." } ] }, "output_shape": "CLIENT TABLE\n | |
| | \n\nUPDATE CALENDAR\n | | \n\nDECISION LOG FORMAT\n | | | | \n\nAPPROVAL ROLES\n | | | \n\nESCALATION PATH\n | | | \n\nOPEN QUESTIONS\n", "how_to_use": [ "Open Claude, ChatGPT or Gemini. No code or files are needed, and nothing is sent for you.", "Paste the skill text into the chat.", "Paste your answers to the four questions in \"You give\". One short paragraph per client works.", "Check the client table first. Fix any channel or contact it got wrong, and answer the items marked MISSING.", "Copy the decision log and the sign-off rules into your shared document or board. Send each client their own update dates.", "Next, if a delay needs a message, use the Weekly status update writer or the Executive update drafter." ], "checks": [], "next": [ { "name": "Backup communication plan builder", "url": "https://useaiblocks.com/skills/backup-communication-plan-builder", "why": "Backup communication plan builder" } ], "source": { "by": "erphq", "repo": "erphq/skills", "url": "https://github.com/erphq/skills/tree/eaa34a70a3bcd8a82aad118d10fbb084cdc1363a/departments/project-operations/01-org-under-100/client-collaboration", "licence": "MIT", "original_name": "client-collaboration", "commit": "eaa34a70a3bcd8a82aad118d10fbb084cdc1363a" }, "credits": [ { "title": "client-collaboration skill", "by": "erphq", "url": "https://github.com/erphq/skills/tree/eaa34a70a3bcd8a82aad118d10fbb084cdc1363a/departments/project-operations/01-org-under-100/client-collaboration", "used": "Copied under the MIT licence. We gave it a plain name and added a short run guide at the top of the skill. We added notes marked \"Added by AI Blocks\" so it works in this library. We added Before you start and After this sections that link to other AI Blocks steps." } ], "files": [ "LICENSE" ], "links": { "page": "https://useaiblocks.com/skills/client-project-communication-plan", "markdown": "https://useaiblocks.com/skills/client-project-communication-plan.md", "json": "https://useaiblocks.com/skills/client-project-communication-plan.json", "instructions": "https://useaiblocks.com/skills/client-project-communication-plan/SKILL.md", "download": "https://useaiblocks.com/skills/client-project-communication-plan.zip", "api_item": "https://useaiblocks.com/api/v1/items/client-project-communication-plan", "api_document": "https://useaiblocks.com/api/v1/documents/skill/client-project-communication-plan", "mcp": "https://useaiblocks.com/mcp" } }