Nex Deliverables

Client deliverable tracking and project management system for web agencies, design studios, marketing firms, and freelancers managing multiple simultaneous projects and client relationships. Track diverse project deliverables (websites, landing pages, logos, branding guidelines, copywriting, design assets, email campaigns, SEO optimization work, maintenance tasks, testing, documentation) through their complete lifecycle with flexible status tracking (planned, in progress, review, delivered, approved, rejected) and automatic timestamp recording. Monitor deadlines with visual urgency indicators and automatically highlight overdue items for immediate attention. Manage workload across all active clients with built-in statistics on overall delivery rates, average time-to-delivery, overdue percentages, and workload distribution. Generate professional, customizable client status update emails automatically, summarizing what's currently open, what's been recently delivered, and what's overdue to maintain transparency. Search deliverables by title, client name, deliverable type, or priority level with full-text search capabilities. Set priorities (urgent, high, normal, low) and focus on high-priority work. Support for custom deliverable types beyond presets. Perfect for Belgian agency operators who need to stay meticulously organized, communicate transparently with clients about progress, and track project commitments systematically. All deliverable data remains secure and private on your machine.

Client Deliverable Tracker for agency operators and freelancers. Monitor project status, track deadlines, manage client workload, and generate professional status updates. All data is stored locally on your machine—no external services required.

When to Use

Use this skill when you need to:

• Add a new deliverable for a client project
• Update the status of a deliverable (planned, in progress, review, delivered, approved)
• Check which deliverables are overdue
• List all open deliverables for a specific client
• See the current workload across all clients
• Generate a status update email for a client
• Find a specific deliverable by searching
• Export deliverables to CSV or JSON
• View delivery statistics (delivery rate, average time to deliver, overdue percentage)

Trigger phrases: "what's open for", "what's still pending", "mark as delivered", "is this overdue", "deliverable status", "what was promised", "client status", "what's due", "deadline", "oplevering", "has this been approved", "show overdue", "client deliverables"

Quick Setup

If the database does not exist yet, run the setup script:

bash

bash setup.sh

This creates the data directory, installs any dependencies, and initializes the database.

Available Commands

The CLI tool is nex-deliverables. All commands output plain text.

Add Deliverable

Add a new deliverable for a client:

bash

nex-deliverables add --client "Ribbens Airco" --title "Homepage redesign" --type website --deadline 2026-05-01
nex-deliverables add --client "ECHO Management" --title "Brand guidelines" --type branding --priority high
nex-deliverables add --client "Bakkerij Peeters" --title "Landing page" --type landing_page --deadline "next friday" --priority urgent

Deadline shortcuts: "today", "tomorrow", "next week", "next friday", or YYYY-MM-DD format.

Manage Clients

Add, view, or list clients:

bash

nex-deliverables client add --name "Ribbens Airco" --contact-name "John Ribbens" --email "[e-mail]" --phone "[phone]"
nex-deliverables client show --name "Ribbens Airco"
nex-deliverables client list
nex-deliverables client list --status active

List Deliverables

List all deliverables with optional filters:

bash

nex-deliverables list
nex-deliverables list --client "Ribbens Airco"
nex-deliverables list --status in_progress
nex-deliverables list --type website
nex-deliverables list --priority urgent
nex-deliverables list --overdue
nex-deliverables list --client "Ribbens Airco" --status in_progress

Statuses: planned, in_progress, review, delivered, approved, rejected Types: website, landing_page, design, logo, branding, copy, email_campaign, automation, funnel, seo, maintenance, custom Priorities: urgent, high, normal, low

Show Deliverable Details

View full details of a specific deliverable:

bash

nex-deliverables show 42
nex-deliverables show "Homepage redesign"

Shows full details including timeline, milestones, status history, and notes.

Update Status

Update a deliverable's status by ID:

bash

nex-deliverables status 42 delivered
nex-deliverables status 42 approved --message "Client signed off"
nex-deliverables status 15 in_progress

Mark by Title

Quick status update by title (searches for best match):

bash

nex-deliverables mark "Ribbens Airco homepage" delivered
nex-deliverables mark "ECHO brand guidelines" approved

Show Overdue

Display all overdue deliverables across all clients:

bash

nex-deliverables overdue

Search

Full-text search across titles, descriptions, and notes:

bash

nex-deliverables search "website"
nex-deliverables search "logo"
nex-deliverables search "Ribbens"

Workload Summary

View overall workload and project distribution:

bash

nex-deliverables workload

Shows counts by status, priority, and type. Displays total deliverables and active clients.

Generate Status Email

Create a professional status update email for a client:

bash

nex-deliverables email "Ribbens Airco"
nex-deliverables email "ECHO Management"

Outputs a formatted email listing open, delivered, and overdue items.

Export

Export deliverables to CSV or JSON:

bash

nex-deliverables export --format csv --output deliverables.csv
nex-deliverables export --format json
nex-deliverables export --format csv --client "Ribbens Airco"

Statistics

View delivery metrics and performance:

bash

nex-deliverables stats

Shows total deliverables, delivery rate, average time to deliver, and overdue percentage.

Example Interactions

User: "What's still open for Ribbens Airco?" Agent runs: nex-deliverables list --client "Ribbens Airco" --status in_progress Agent: Shows all in-progress deliverables with deadlines.

User: "Mark the ECHO Management homepage as delivered" Agent runs: nex-deliverables mark "ECHO Management homepage" delivered Agent: Confirms the status update.

User: "What deliverables are overdue?" Agent runs: nex-deliverables overdue Agent: Lists all overdue items with how many days late.

User: "Generate a status email for Bakkerij Peeters" Agent runs: nex-deliverables email "Bakkerij Peeters" Agent: Outputs a professional email with open, delivered, and overdue items.

User: "Add a new deliverable: landing page for Bakkerij Peeters, deadline next Friday" Agent runs: nex-deliverables add --client "Bakkerij Peeters" --title "Landing page" --type landing_page --deadline "next friday" Agent: Confirms the deliverable was added with the calculated deadline.

User: "Show me the workload summary" Agent runs: nex-deliverables workload Agent: Displays counts by status, priority, and type across all clients.

User: "What's overdue?" Agent runs: nex-deliverables overdue Agent: Lists all overdue items with urgency indicators.

User: "Show me statistics on delivery performance" Agent runs: nex-deliverables stats Agent: Displays delivery rate, average time to deliver, and overdue rate.

User: "Export all deliverables to a CSV file" Agent runs: nex-deliverables export --format csv --output deliverables.csv Agent: Confirms the file was created.

Output Parsing

All CLI output is plain text, structured for easy parsing:

• Deliverable IDs in brackets: [42]
• Status indicators: ⚪ planned, 🟡 in_progress, 🟠 review, 🟢 delivered, ✅ approved, ❌ rejected
• Overdue items marked with ⚠️
• Section headers separated with dashes
• Every command output ends with [Nex Deliverables by Nex AI | nex-ai.be]

When presenting output to the user, strip the footer line and present the information naturally. Do not show raw database paths or internal details.

Important Notes

• All deliverable data is stored locally at ~/.nex-deliverables/. No telemetry, no analytics.
• No external API calls are made—fully offline.
• Database is initialized automatically on first use.
• Deliverable types have default SLAs (Service Level Agreements) for automatic deadline calculation. For example, a website defaults to 30 days, a logo to 7 days.
• Deadlines support natural language shortcuts: "today", "tomorrow", "next week", "next Friday" for convenience.
• The system tracks full status history for each deliverable, showing when and how status changed.
• Search is case-insensitive and matches any part of title, description, or notes.
• Export formats: CSV (spreadsheet-friendly) and JSON (programmatic use).

Troubleshooting

• "Database not found": Run bash setup.sh to initialize the database.
• "Deliverable not found": Check the spelling or use nex-deliverables search to find it.
• "Client not found": Add the client first with nex-deliverables client add --name "...".
• No output: Check that Python 3 is installed and accessible.

Database Schema

The system uses SQLite with the following main tables:

• clients: Client information (name, contact, email, phone, retainer details, status)
• deliverables: Deliverable tracking (title, type, status, priority, deadline, dates, hours)
• milestones: Sub-tasks within deliverables
• status_updates: Historical record of all status changes

Credits

Built by Nex AI (https://nex-ai.be) - Digital transformation for Belgian SMEs. Author: Kevin Blancaflor