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Relationship Summary

Analyze client sentiment, engagement, and deal progress to generate executive summaries and update CRM records.

18|7|Updated Mar 11, 2026
Search Tags:#executive summary#risk assessment#sentiment analysis#engagement metrics#client relationship#CRM enrichment
One-click install
npx skills add https://github.com/thecloudtips/founder-os --skill relationship-summary
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Relationship Summary
Source: https://github.com/thecloudtips/founder-os/tree/main/plugin/skills/client/relationship-summary
Command: npx skills add https://github.com/thecloudtips/founder-os --skill relationship-summary

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the assessment of client relationship health, providing actionable insights and executive summaries to improve client management and retention.

Core Features & Use Cases

  • Sentiment Analysis: Analyzes email, meeting, and deal data to gauge client sentiment.
  • Engagement Metrics: Quantifies client interaction frequency and quality.
  • Risk Flagging: Identifies critical and warning signs in client relationships.
  • Health Score Calculation: Compiles a composite score (0-100) for overall relationship health.
  • Executive Brief Generation: Creates concise, 1-page summaries for pre-meeting preparation.
  • CRM Enrichment: Writes calculated metrics back to CRM records.
  • Use Case: Before a QBR with a key client, generate an executive brief to quickly understand the relationship's current status, identify any risks, and prepare talking points.

Quick Start

Generate an executive relationship summary for our client, Acme Corp.

Frequently Asked Questions about Relationship Summary

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

FAQPage Schema
How do I generate an executive summary for a client relationship before a QBR?▼

To generate an executive summary for client relationship management, this Skill analyzes communication logs, calendar data, and deal pipeline information to produce a concise 1-page brief detailing health scores and talking points.

What is client health scoring and how does sentiment analysis calculate it?▼

Client health scoring calculates a composite 0-100 metric by analyzing email and meeting sentiment alongside engagement metrics. This process quantifies interaction quality to gauge overall relationship health and flag risks.

How do I automate CRM enrichment with client engagement metrics and risk flags?▼

Automate CRM enrichment by analyzing deal progress and sentiment to identify warning signs, then writing the calculated engagement metrics and risk flags directly back to your CRM records.

Can I assess deal progress and client sentiment without manual data entry?▼

You can assess deal progress and client sentiment automatically by providing access to communication logs and calendar data. The analysis requires no manual data entry to flag critical relationship risks.

What data is needed to calculate client relationship health scores and identify warning signs?▼

Calculating client relationship health scores and identifying warning signs requires access to communication logs, calendar data, and deal pipeline information to perform comprehensive sentiment and engagement analysis.

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