🔍 What does this skill do?

The Financial Diagnosis Express Skill transforms the disorganized information from your first meeting with a consulting client into a structured, professional report. It identifies critical issues, quantifies risks, prioritizes actions, and generates a clear value proposition that demonstrates your expertise from the very first contact with the client.

📋
Post-Meeting Report
Turn informal notes from the initial meeting into a professional executive document to present to the client.
🎯
Prioritizing Problems
Identify and prioritize critical findings based on economic impact, distinguishing between urgent issues and areas requiring attention.
📊
90-Day Action Plan
Create a concrete roadmap with prioritized actions, assigned responsibilities, deadlines, and expected results.
💡
Justification of Value
Define the scope of the consulting service by demonstrating the ROI before signing the contract.

⚙️ How to install

1
Download the ZIP file
Click the download button to get diagnostico-financiero-express.zip.
2
Unzip it into your "skills" folder
Extract the contents to Claude's "skills" folder:
~/.claude/skills/diagnostico-financiero-express/
3
Check that SKILL.md exists
Check to see if the SKILL.md file exists in the "diagnostico-financiero-express/" directory.
diagnostico-financiero-express/ ├── SKILL.md └── LICENSE.txt
4
Restart Claude Code or Cowork
Close and reopen the app. Claude will detect the skill automatically.
5
Start generating diagnostics!
Please provide the details from the initial meeting, and Claude will put together a professional financial report.

💬 Usage examples

📋 Basic Diagnosis
Prepare a financial analysis for ArquiStudio Creativo. They have monthly revenue of €35,000 and 5 employees. The main problem is a constant lack of liquidity, despite having enough work. I have bank statements for the last 2 months.
🎯 E-commerce with margin issues
I need a report for ModaOnline24, an online clothing retailer with monthly revenue of €120,000. They sell a lot, but their profit margin is shrinking, and they have unsold inventory from previous seasons. I have the annual balance sheet and inventory report.
💼 Pre-contract consulting
Create a quick financial assessment for an initial meeting with an accounting firm that wants to modernize its processes. They have monthly revenue of €45,000, 8 employees, and their main complaint is that they waste time on manual tasks.
📊 Prioritizing Actions
I have notes from a meeting with a restaurant that is having cash register issues. Please generate a report with prioritized critical findings and an action plan for the next 90 days.

🛠️ Features

✅
5-section structure Executive Summary, Key Findings, Points of Attention, 90-Day Action Plan, and Consulting Proposal.
✅
Impact Assessment Each finding includes an estimate of its economic impact and supporting evidence.
✅
Automatic prioritization Sort issues by urgency and impact, distinguishing critical issues from issues requiring attention.
✅
Concrete Action Plan Table listing up to 6 actions, responsible parties, deadlines, and measurable expected results.
✅
Business-Oriented Language It translates technical financial issues into tangible consequences for the business owner.

❓ Frequently asked questions

Company name, industry, approximate size (monthly revenue and number of employees), notes from the initial meeting, available documents, and the customer's main complaint in their own words.
Yes. It's designed to be professional and ready for submission, although you should always review it and make any necessary adjustments before sending it.
Yes. The skill works even with informal meeting notes, although the quality of the analysis improves when more documentation is available.
Yes. The output is a structured starting point that you can adapt to each client's specific needs or your consulting methodology.
Express Financial Diagnosis — Professional Consulting Reports with Claude AI

¿Prefieres escuchar el contenido? Genera la narración de audio con un clic.