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account-review

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Client health checks & QBRs

Marketing & Sales#reporting#client management#operations#sales enablement#qbr#account review
Authorsimplysmartai
Version1.0.0
Installs0

System Documentation

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'.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: account-review
Download link: https://github.com/simplysmartai/5cypressautomation/archive/main.zip#account-review

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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