Client Meeting Prep Kit
Creates a briefing pack before every client or investor meeting.
by anthropics · ★ 40,739 on GitHub
What it does
Pulls together client history, performance reports, and proposal details into a ready-to-use briefing document. Formats everything into a clean presentation. Useful for advisors and relationship managers prepping for calls.
Who it’s for
A good fit for salespeople, consultants and founders who sell, bookkeepers, finance teams and business owners and anyone working with Word, PDF, Excel or PowerPoint files.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Nothing specific was flagged when we reviewed this listing.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0