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Client review meeting preparation v1.0.0

Use this resource to prepare a client review with performance, allocation and discussion points

New

  • 498 downloads
  • 175 likes
  • 170 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install client-review-meeting-prep

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent gathers the client context, computes performance by account and for the household, reviews allocation and proposes discussion points. You get a meeting-ready brief with recommendations.

Mostly picked by

Updated November 2, 2026

Card for the “Client review meeting preparation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: client context and performance by account
  • SKILL.md: discussion points and recommendations

Good fit for

  • A quarterly review with a client whose situation has changed
  • An annual check-up before a renewal

Not for

    Tags

    • client review
    • preparation
    • IPS
    • recommendations

    About

    You say

    “Prepare this client's annual review: IPS objectives, three-year performance and two recommendations.”

    Card for the “Client review meeting preparation” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare a client review with performance, allocation and discussion points
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.2 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/meeting-prep-agent/skills/client-review
    Licence
    Apache-2.0

    Notice

    « client-review » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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