skills.rest
simplysmartai
simplysmartaiCOMMUNITY
Explore all skills by this author →
GitHub

account-review

Generate quarterly business reviews and account health checks from client.json and project data.

Updated Feb 13, 2026
Search Tags:#reporting#client management#operations#sales enablement#qbr#account review
One-click install
npx skills add https://github.com/simplysmartai/5cypressautomation --skill account-review
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-review
Source: https://github.com/simplysmartai/5cypressautomation/tree/main/.claude/skills/account-review
Command: npx skills add https://github.com/simplysmartai/5cypressautomation --skill account-review

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the generation of lightweight Quarterly Business Reviews (QBRs) and account health checks, streamlining client management and preparation for important calls.

Core Features & Use Cases

  • Client Health Assessment: Quickly understand project status, identify wins, and flag risks for active clients.
  • Meeting Preparation: Generate talking points and expansion opportunities before client check-ins or renewal conversations.
  • Use Case: Before a quarterly client call, use this Skill to get a concise summary of project progress, highlight recent successes, and identify potential upsell opportunities, ensuring a productive conversation.

Quick Start

Generate a QBR for the client with the slug 'nexairi-mentis'.

Frequently Asked Questions about account-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare for a quarterly business review using client data?▼

To prepare for a quarterly business review (QBR), this Skill analyzes client.json and project data to generate a concise summary of project status, recent wins, risks, and next 30-day priorities. It requires filesystem access to your client data.

What is the best way to run a client health check before a renewal call?▼

The best way to run a client health check is to analyze active project data to identify blockers, flag risks, and highlight expansion opportunities. This provides talking points and ensures a productive renewal conversation.

Does generating an account health check require specific data formats?▼

Yes, generating an account health check requires a client.json file and accessible project data within your filesystem. The Skill parses these inputs to identify wins, risks, and priorities.

Can I use this QBR generator to identify upsell opportunities?▼

Yes, you can use this QBR generator to identify upsell opportunities. It analyzes project data to surface expansion opportunities and next 30-day priorities, preparing you for client check-in calls.

What should a lightweight QBR include for agency client management?▼

A lightweight QBR should include project status rollups, wins delivered, risks and blockers, next 30-day priorities, and expansion opportunities. This ensures comprehensive meeting preparation while adhering to agency positioning.

How do I generate a QBR for a specific client slug?▼

To generate a QBR for a specific client, provide the client slug, such as 'nexairi-mentis'. The Skill accesses the filesystem to analyze the corresponding client data and output the review.

Related Skills

Explore More Marketing & Sales Skills→
TaylorHustonTaylorHuston
69

projects-quick

Aggregates active project statuses and next steps from ideas/READMEs into summaries.

Community
Basic
t0ddc3byt0ddc3by
58

value-statement

Generate evidence-based value statements from realized account outcomes.

Community
Advanced
mr-kellymr-kelly
4

kelly-real-estate-intel

Convert real estate market data into prioritized sales actions and client communication drafts.

Community
Advanced
HappyCowboyAIHappyCowboyAI

QBR Generator Agent

Compile account and opportunity data into a structured QBR document.

Community
Advanced