Purpose
Produce a ready-to-send appointment confirmation plus a banker-facing prep note for an upcoming client meeting — so the client arrives informed and the banker walks in prepared, without either party scrambling. Eliminates the last-minute "what is this meeting about and what should I bring" gap that wastes branch appointment slots.
When to Use
Invoke this skill when the user asks to:
- Confirm an upcoming client appointment by email or text
- Prepare a prep note or briefing sheet before a client meeting
- Draft an agenda and document checklist for a scheduled sit-down
- Send a reschedule or reminder message for an existing appointment
- Build a repeatable appointment package for reviews, applications, or account openings
- Get a banker ready for a specific client meeting on the calendar
Inputs Required
Before starting, collect:
- Client name and relationship type: Individual, business owner, joint account, etc.
- Meeting purpose: e.g., annual review, loan application, account opening, wealth consultation, dispute resolution
- Date, time, and location: Includes in-branch, phone, or video
- Banker/officer name: Who the client is meeting
- Client profile highlights: Products held, tenure, recent activity, or known concerns
- Documents the client should bring: If known; otherwise inferred from meeting purpose
- Delivery channel: Email, SMS, or both
If client profile highlights or documents to bring are missing, infer a reasonable checklist from the meeting purpose and flag the inference.
Instructions
Step 1: Classify the Meeting Type
Map the stated purpose to one of these meeting archetypes, which drives the agenda and document checklist:
- Account opening / onboarding: Focus on ID verification, initial funding, product selection
- Loan / credit application: Focus on income docs, collateral, application status
- Portfolio / annual review: Focus on performance, goals, cross-sell opportunities
- Wealth / advisory consultation: Focus on financial goals, risk profile, planning
- Servicing / issue resolution: Focus on the specific problem, account history, resolution path
- General relationship check-in: Focus on satisfaction, needs discovery, next steps
If the purpose spans multiple types, pick the primary one and note the secondary.
Step 2: Draft the Confirmation Message
Produce the confirmation in the requested channel(s):
- Email version: Subject line, greeting, meeting details block (date/time/location/who), one-line purpose, document checklist, a clear reschedule instruction, and a professional sign-off from the banker. Warm but efficient — 120–180 words.
- SMS version: Under 300 characters. Date, time, location, banker name, one action (confirm/reply to reschedule). No jargon.
Never fabricate account numbers, balances, or approval statuses. Reference only what the inputs provide.
Step 3: Build the Meeting Agenda
Create a 3–5 item agenda ordered for the meeting flow:
-
Open (rapport + confirm purpose) 2–4. Substance items specific to the meeting type
-
Close (next steps + follow-up commitment) Keep each agenda item to one line with an approximate time allocation.
Step 4: Assemble the Document Checklist
List what the client must bring and what the banker must have on hand, in two columns. Derive from the meeting type in Step 1. Mark any inferred items with "(verify)".
Step 5: Write the Banker Prep Note
An internal briefing the banker reads before the meeting:
- Client snapshot: 2–3 sentences on relationship, tenure, and products held
- Meeting objective: The single outcome that defines success
- Talking points: 3–4 tailored points based on profile highlights (e.g., cross-sell opportunity, known concern to address, milestone to acknowledge)
- Watch-outs: Any sensitivities, unresolved issues, or compliance reminders
- Suggested next step: What to schedule or send after the meeting
Output Format
- Structure: Five labeled sections delivered as one package
- Length: 450–650 words total
- Format: Confirmation messages as ready-to-copy blocks; agenda and checklist as lists; prep note as structured bullets
- Sections: Confirmation Message (Email + SMS) → Meeting Agenda → Document Checklist → Banker Prep Note
- Tone: Confirmation = warm, professional, client-facing; prep note = internal, direct, banker-to-banker
Quality Checklist
Before delivering output, verify:
- [ ] Confirmation includes date, time, location, and banker name with no placeholders
- [ ] Both email and SMS versions are present if both channels were requested; SMS is under 300 characters
- [ ] Document checklist matches the classified meeting type and marks inferred items with "(verify)"
- [ ] Agenda has 3–5 items with an open and close, plus time allocations
- [ ] Prep note names a single meeting objective and a specific next step
- [ ] No account numbers, balances, or approval statuses are invented — only inputs are referenced
Notes
- For servicing or issue-resolution meetings, keep the confirmation tone reassuring and avoid restating the complaint in the SMS — clients may read texts in public.
- The document checklist is the highest-value output for reducing wasted appointment slots; when unsure, over-include with "(verify)" rather than omit.
- For recurring appointment types (annual reviews, onboardings), reuse the classified meeting type as a template and only swap client-specific inputs.
How to use this skill
This file is a Claude Code skill in Anthropic's standard format — markdown with YAML frontmatter at the top.
Installing in Claude Code:
~/.claude/skills/<folder-name>/SKILL.md— auto-loads in every session anywhere on your machine (recommended for skills you'll use across multiple projects)<your-project>/.claude/skills/<folder-name>/SKILL.md— auto-loads only when working in that project (recommended for project-specific skills)
Restart Claude Code or open a new session to register.
Using in Claude.ai, ChatGPT, Gemini, or other AI tools:
- Drag this file into a new chat, or copy and paste its contents
- Send your task or request as your next message — the AI will apply the skill where it fits
For Claude Code skill details: https://docs.anthropic.com/en/docs/claude-code/skills