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Preparing a quarterly client review v1.0.0

Use this resource to prepare a quarterly client review from its documents

New

  • 382 downloads
  • 142 likes
  • 199 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install quarterly-client-review-builder

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 rebuilds the quarter's timeline from deliverables, meetings, tickets and emails, then drafts the review narrative and expansion asks. You get a review that proves the value delivered and anticipates problems.

Mostly picked by

Updated November 2, 2026

Card for the “Preparing a quarterly client review” skill

Details

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

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What you get

  • SKILL.md: quarter reconstruction workflow and rules
  • SKILL.md: quick commands and review narrative template

Good fit for

  • You manage client accounts and must present a quarterly review
  • A client questions the value of your service

Not for

    Tags

    • review
    • client
    • reporting

    About

    You say

    “Prepare the Q3 review for our client from the shared folder: deliverables, tickets and meeting notes.”

    Card for the “Preparing a quarterly client review” skill

    Skill published by onewave-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 client review from its documents
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.3 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/cowork-qbr-builder
    Licence
    MIT

    Notice

    « cowork-qbr-builder » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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