Suite
Meetings and Follow Up
Walk in prepared and leave with a record: meeting prep, agendas, notes, transcripts, summaries, and the follow up that lands.
24 skill files. Each one carries the original prompt text plus the inputs to collect, the process, decision rules, quality checks, and guardrails.
Install this package
- Run the command below in your terminal. It downloads and extracts the package, then copies its skill folders into Claude Code's skills directory. Existing skill folders with the same names may be replaced.
- Keep the extracted
meetings-and-follow-upfolder. Read its setup notes for any additional scripts, templates, or workspace steps before running the skills. For another assistant, follow its own skill installation instructions using the downloaded folders. - Start with the package's first step and check the output before using it.
curl -fL "https://www.therevenueaireport.com/agent-skills/suites/meetings-and-follow-up/download.zip" -o "meetings-and-follow-up.zip" && unzip -o "meetings-and-follow-up.zip" && find "meetings-and-follow-up" -name SKILL.md -print | while IFS= read -r file; do dir="$(dirname "$file")"; target="$HOME/.claude/skills/$(basename "$dir")"; mkdir -p "$target" && cp -R "$dir/." "$target/"; done- PrepareSales
Prep for a Follow-Up Meeting
A one-page brief before your next customer meeting: what was said on the last call, open CRM notes and support tickets, and 3 to 5 questions worth asking.
- SummarizeSales
Get Caught Up on an Account
A quick account summary for anyone taking over or joining a deal: key contacts, products owned, recent conversations, and open issues in one read.
- CreateSales
Follow-Up Email from a Call Transcript
A customer follow-up email drafted from your call transcript, with the concerns raised, agreed action items, and next steps, ready for the rep to check and send.
- CreateSales
Create Customer Meeting Notes
A meeting notes template that captures discussion points, decisions, action items, and owners, so nothing from a customer call gets lost before follow-up.
- CreateSales, Leadership
Create a Sales Team Meeting Agenda
An agenda for a sales manager's team meeting, built from your goals, topics, and current team challenges, with time blocks and clear action items.
- PrepareEnablement, Sales
Sales Meeting Agenda for Enablement
An enablement-run sales meeting agenda with prep steps for attendees, topics tied to team goals, and decision and follow-up slots.
- CreateAll Revenue Teams, Leadership
Create a Management Update Presentation
A slide-by-slide presentation for a management or company meeting, built from your key updates, audience, and length, with a clear summary and next steps.
- SummarizeAll Revenue Teams, Sales
Generate a Meeting Summary
A short meeting summary from your notes: decisions made, key points, and action items with owners, ready to send the same day.
- SummarizeAll Revenue Teams
Summarize a Slack Thread
A summary of a long Slack thread with the main themes, decisions, and open questions, so you catch up in two minutes.
- PrepareAll Revenue Teams, Leadership
Prepare for an Executive Review
A list of the hard questions executives are likely to ask about your presentation, grouped by theme with at least five per group, so you walk in with answers ready.
- CreateAll Revenue Teams, Marketing
Improve an Email
A rewrite of your email that is clearer, warmer, and still professional, with the main ask easy to find.
- SummarizeAll Revenue Teams, Marketing
Summarize Two Documents
Short summaries of two documents you provide, pulling out only the information relevant to your question, so you skip the full read.
- CreateAll Revenue Teams, Marketing
Draft a Presentation Outline from a Document
A presentation outline built from one document you supply, with an introduction, main sections, and conclusion in a logical order.
- CreateAll Revenue Teams, Marketing
Eight-Slide Project Presentation Outline
An eight-slide outline for a project presentation covering why it matters, the proposed solution, and how success will be measured, built from your project document.
- CreateAll Revenue Teams, Marketing
Draft an Email Reply
A professional email reply drafted from the original message and your bullet points, so a hard response takes minutes.
- CreateLeadership
Create an Investor Presentation
An investor deck draft that tells your business story, market, traction, and ask in a clear order, ready to fill with your real numbers.
- CreateCustomer Success, Leadership
Create a QBR Template
A quarterly business review template that shows customer results, progress, open issues, and next quarter's plan, so renewals start long before the date.
- CreateSales
LinkedIn Post from a Video
A LinkedIn post that pulls the key points from a video transcript and ends with a question to start discussion. Adapted from Daniel Disney.
- AnalyzeMarketing, Sales
Webinar and Event Lead Scoring
Lead scores for event attendees based on questions asked, engagement, and follow-up requests, so sales calls the hottest leads first.
- SummarizeSales, Leadership
Executive Account Brief
A leadership-ready account brief built from multiple call transcripts and notes: where the account stands, risks, and the decisions needed.
- ResearchLeadership, Enablement
Persuasive Presentation Research Report
A research report on persuasive presentation techniques across settings, with practices your team can use in the next pitch. Works best in a deep research mode.
- ResearchLeadership
Executive Summaries Research Report
A research report on how to write executive summaries that busy leaders read and act on, with structure and examples to follow. Works best in a deep research mode.
- AnalyzeSales, Leadership
Advanced Multi-Threaded Deal Map
A stakeholder map built from messy rep notes, showing who has influence, how they connect, and the next step with each, so a big deal has more than one supporter.
- ResearchAll Revenue Teams, Leadership
Meeting Agendas and Follow-Ups Research Report
A research report on meeting agendas and follow-ups that save time, with timing, structure, and action-item rules your team can adopt. Works best in a deep research mode.
Get the Report