Client Review Prep

Client Review Prep is a Data skill for Claude Code, published by w95 in awesome-claude-corporate-skills.

191 stars46 forkson w95/awesome-claude-corporate-skillsAdded 2026/09/06+2% in starsRepository updated 2026/02/26

ai-agentsai-skillsanthropicawesome-listbusinessclaudeclaude-codeclaude-skillscorporateenterprisefinancellmproductivityprompt-engineering

Install in seconds

Install Client Review Prep

Copy Client Review Prep into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/client-review ~/.claude/skills/client-review

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/w95/awesome-claude-corporate-skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: 02-finance-accounting/client-review/SKILL.md in w95/awesome-claude-corporate-skills
Installs to: ~/.claude/skills/client-review
Collection: One of 25 skills cataloged from this repository
Category: Data — 779 skills

What Client Review Prep does

Client Review Prep gathers account context, performance, allocation drift, and planning updates for client review meetings. Use it before quarterly reviews, annual checkups, or ad-hoc client meetings.

Client Review Prep is cataloged under Data on DirSkills. Client Review Prep comes from a repository tagged ai-agents, ai-skills, anthropic, awesome-list and business.

Documentation

README

Excerpt

Client Review Prep

description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

Workflow

Step 1: Client Context

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Client Review Prep

What else does w95 publish alongside Client Review Prep?
Client Review Prep is one of 25 skills that DirSkills catalogs from w95/awesome-claude-corporate-skills, the repository it ships in. Its siblings there include 3-Statement Financial Model, Board Meeting Preparation and Buyer List. Each one is a separate skill with its own page in this directory, installs the same way Client Review Prep does, and is maintained by w95 in that same repository. The rest of the collection is listed on the w95/awesome-claude-corporate-skills page.
How does Client Review Prep compare to other Data skills?
Client Review Prep ranks #713 by stars among the 779 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Client Review Prep against them. Open each page to compare what they document and how they install.