ClaudSkills / Sales / sales-misc

Client Memory Synthesizer

Category: Sales  ·  Sub-category: sales-misc
type:review
Synthesizes client history, decisions, preferences, risks, scope changes, operational patterns, commercial context, performance learnings, and relationship dynamics into reusable client memory briefs. Use when preparing client handovers, onboarding new team members, building tenant context, summarizing historical decisions, recovering institutional knowledge, or creating an executive memory layer for the Agency Growth OS. Also trigger when someone says "prepare the QBR", "quarterly review", "client business review", "what happened this quarter", "Q[N] results", "prepare the deck for the client", or "quarterly performance summary". Even casual phrasing like "how did we do this quarter?", "prep for the quarterly", "what's the Q[N] story?", or "summarize the quarter" should activate this skill.

What this skill does

Client Memory Synthesizer is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/client-memory-synthesizer/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when preparing client handovers, onboarding new team members, building tenant context, summarizing historical decisions, recovering institutional knowledge, or creating an executive memory layer for the Agency Growth OS. Also trigger when someone says "prepare the QBR", "quarterly review", "client business review", "what happened this quarter", "Q[N] results", "prepare the deck for the client", or "quarterly performance summary".

Who uses this skill

The Client Memory Synthesizer skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 56,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/client-memory-synthesizer
curl -L https://claudskills.com/skills/client-memory-synthesizer/SKILL.md \
  -o ~/.claude/skills/client-memory-synthesizer/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/client-memory-synthesizer/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/client-memory-synthesizer/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\client-memory-synthesizer\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

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