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Preparing a client quarterly review v1.0.0

Use this resource to prepare a quarterly review with a client

New

  • 488 downloads
  • 210 likes
  • 231 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install quarterly-business-review-plan

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 account context (contract tier, usage metrics, goals), then builds the deck plan slide by slide, with timings and discussion points. You get a presentation plan and arguments to reuse.

Mostly picked by

Updated November 2, 2026

Card for the “Preparing a client quarterly review” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: context gathering and slide-by-slide structure
  • SKILL.md: indicative timings and discussion points

Good fit for

  • A key client is approaching a renewal date
  • You want to review a quarter with an account

Not for

    Tags

    • quarterly review
    • client
    • presentation
    • customer success

    About

    You say

    “Prepare the quarterly review for my Tier 1 client: adoption up, quarter goals.”

    Card for the “Preparing a client quarterly review” skill

    Skill published by tonone-ai <hello@tonone.ai> under the MIT 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 quarterly review with a client
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md5.4 KB

    Origin and licence

    Listed unmodified

    Author
    tonone-ai <hello@tonone.ai>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/ai-agency/tonone/bundle/revenue-team/skills/keep-qbr
    Licence
    MIT

    Notice

    « keep-qbr » (tonone-ai <hello@tonone.ai>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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