| name | client-review-preparation |
| description | Use this skill when the user asks to "prepare for a client meeting", needs "meeting prep", or wants a "client review" briefing. Also use when the user mentions a client by name and wants talking points, relationship context, or portfolio performance summary for that client. |
Client Review Preparation
When to Activate
Trigger when user asks for: "prepare for client meeting", "client review preparation", "meeting prep for [client]", "client briefing for [name]"
4-Step Workflow
- Client relationship: Query
client_analyzer for "Flow history and AUM for [client]"
- Extract: total AUM, flow history (12 months), relationship tenure, client type
- Portfolio performance: Query
quantitative_analyzer for "Latest performance for client portfolios"
- Extract: returns, benchmark comparison, key holdings
- Philosophy content: Search
search_internal_docs for "Investment philosophy materials" (filter DOCUMENT_TYPE = 'philosophy_docs')
- Extract: key positioning statements, strategic alignment context
- Synthesise: Combine into meeting prep document:
- Client context (AUM, tenure, flow trends)
- Portfolio performance highlights
- Key talking points (what to emphasise, what to address proactively)
- Supporting philosophy/strategy materials
Error Handling
- Client not found: "No flow data found for this client. Please verify the exact client name. I can list all institutional clients if helpful."
- Missing philosophy docs: Fall back to general strategy description from portfolio performance data
Output Format
Structure as a concise meeting prep brief:
- Client Overview: One paragraph with key relationship metrics
- Performance Dashboard: Summary table
- Key Talking Points: 3-5 bullet points
- Potential Questions & Answers: Anticipate likely client questions based on recent performance
Stopping Points
- After Step 2 (performance data gathered): confirm the correct client and portfolios with user
- After Step 4 (brief drafted): present for review before the meeting
