# Monthly Client Review

> Create monthly narrative separating supplied metrics, interpretation, unknowns, and next actions.

- Skill: `danthamanvoiss/monthly-client-review` (Agent Skill)
- Install (CLI): `npx skillmds@latest add danthamanvoiss/monthly-client-review`
- Raw SKILL.md: https://api.skillmd.com/api/skills/danthamanvoiss/monthly-client-review/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: danthamanvoiss (https://skillmd.com/u/danthamanvoiss)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/danthamanvoiss/monthly-client-review

---


## Purpose
Produce a transparent monthly client review based on supplied performance data only.

## Use when
- Preparing monthly/quarterly account review meetings.
- Need a client-safe narrative tied to metrics.

## Required inputs
- Reporting period and supplied metrics.
- Campaign/delivery changes during period.
- Client goals/KPIs and constraints.

## Safety/authority
- No fabricated metrics or attribution claims.
- Interpretation must separate fact from hypothesis.
- No legal/financial advice or guarantees.

## Workflow
1. Summarize provided metrics by objective.
2. Interpret results with confidence levels.
3. List unknowns/data gaps and required follow-up.
4. Propose next-month priorities.

## Output format
```
- Metrics summary
- Interpretation
- Unknowns/data gaps
- Next actions and owners
```

## Quality checks
- Every metric ties to supplied data source.
- Unknowns are explicit before recommendations.

## Related skills
client-onboarding-plan, retention-and-upsell-review, campaign-plan