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client-review-prep

JoelLewis/finance_skillsSkill

Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user asks about preparing for a client review, building a pre-meeting checklist, generating talking points for an upcoming meeting, identifying allocation drift before a review, automating review prep workflows, or assembling a meeting package with exhibits. Also trigger when users mention 'client meeting prep', 'review preparation', 'what should I discuss with my client', 'proactive recommendations', 'life event triggered review',

ScannedSkillSource: GitHub
213 stars +7 this week Updated 4mo ago License MIT Context ≈155 tokens always loaded
52popular

Why this score

Stars9/35
Usage (forks)3/15
Upkeep15/25
License15/15
Owner history10/10

This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.

Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank

Security

Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.

None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.

A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan

Alternatives

Other makers' add-ons that do the same job, next to this one.

NameScoreStarsContextUpdated
This oneclient-review-prep JoelLewis/finance_skills · Skill 52★ 213≈155 always4mo ago
review-prep breferrari/obsidian-mind · Subagent Both about prep and performance 77★ 5.4k≈65 in chat18d ago
triage-meeting-prep microsoft/WindowsAppSDK · Skill Same job: email, chat & calendar 81★ 4.7k≈103 always16d ago
call-prep breakstageaxe61/genspark-claw · Skill Both about prep and prepare 56★ 470≈48 always1mo ago
itr-prep-skill NidheeshJain/itr-prep-skill · Skill Both about prep 55★ 31≈28 always3mo ago
audit-prep-assistant trailofbits/skills · Skill Both about prep and preparing 78★ 7.6k≈151 always16d ago