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Quarterly client review preparation v1.0.0

Use this resource to prepare a quarterly client review with summary, results and recommendations

New

  • 458 downloads
  • 183 likes
  • 117 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install quarterly-client-review-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 compiles the account history, results achieved, health status and risks, then drafts strategic recommendations. You get a review document ready to present to the client.

Mostly picked by

Updated November 2, 2026

Card for the “Quarterly client review preparation” skill

Details

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

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What you get

  • SKILL.md: account summary and assessment of value delivered
  • SKILL.md: health assessment and recommendations

Good fit for

  • You are preparing a quarterly review or a renewal
  • You need to show value delivered to an important client

Not for

    Tags

    • client review
    • customer success
    • reporting
    • renewal

    About

    You say

    “Prepare the quarterly review for our main client from the account history and this quarter's figures.”

    Card for the “Quarterly client review preparation” skill

    Skill published by guia-matthieu 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 with summary, results and recommendations
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md12.1 KB

    Origin and licence

    Listed unmodified

    Author
    guia-matthieu
    Source
    github.com/guia-matthieu/clawfu-skills/tree/4108f5c010ccaa8b5707fa05ca1d888ae167e548/skills/customer-success/qbr-preparation
    Licence
    MIT

    Notice

    « qbr-preparation » (guia-matthieu, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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