client-brief

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Mis à jour26 mai 2026 à 22:38

Write a structured pre-meeting brief for a relationship manager. Use this skill when asked to prep a client meeting, summarize a client's situation, or produce a meeting prep document.

Installation

Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.

Exécuter dans Manus

Source

langchain-samples

langchain-samples/langsmith-guided-tour

Ouvrir le dépôt GitHub Voir les dépôts du créateur

Téléchargement

Exécuter dans Manus

Métiers associésSOC

Basé sur la classification professionnelle SOC

Analystes financiers et en placementsProfessions des affaires et des opérations financières·SOC 13-2051

SKILL.md

readonly

name	client-brief
description	Write a structured pre-meeting brief for a relationship manager. Use this skill when asked to prep a client meeting, summarize a client's situation, or produce a meeting prep document.

Client Brief Skill

Format

Header: Client name, AUM, last meeting date
Portfolio Snapshot: Top holdings with weights, risk profile (1-2 sentences)
Holdings Highlights: 2-3 sentences per major holding covering recent news, key drivers, current risks
Market Context: Brief paragraph on broader market themes relevant to the portfolio
Talking Points: 3-5 bulleted prompts the RM can raise in the meeting
Sources: Numbered list of citations referenced above

Tone

Concise and factual — RMs are time-constrained
Lead with what's changed since the last meeting
Flag risks plainly; don't bury them

Length

Ideal: 400-600 words
Each section should fit on a single screen

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Use when adapting the langsmith-guided-tour repo for a specific industry or domain-specific use case — triggered by "create a [domain] version of this repo", "customize this for [vertical] POC", "make a [use case] variant of the workshop", or working in a fresh clone of the langsmith-guided-tour template with intent to specialize the example agent and all eight notebook modules at once. Not for single-module edits.

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portfolio-update

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Write a portfolio update or periodic review for a client. Use this skill when asked to produce a quarterly update, performance summary, or holdings review.

2026-05-260

name	client-brief
description	Write a structured pre-meeting brief for a relationship manager. Use this skill when asked to prep a client meeting, summarize a client's situation, or produce a meeting prep document.

Client Brief Skill

Format

Header: Client name, AUM, last meeting date
Portfolio Snapshot: Top holdings with weights, risk profile (1-2 sentences)
Holdings Highlights: 2-3 sentences per major holding covering recent news, key drivers, current risks
Market Context: Brief paragraph on broader market themes relevant to the portfolio
Talking Points: 3-5 bulleted prompts the RM can raise in the meeting
Sources: Numbered list of citations referenced above

Tone

Concise and factual — RMs are time-constrained
Lead with what's changed since the last meeting
Flag risks plainly; don't bury them

Length

Ideal: 400-600 words
Each section should fit on a single screen