ai Retainer Health Check

Professional AI Retainer Reporting Made Easy

For AI automation agencies, monthly reporting is often a manual bottleneck. This skill automates the creation of client-ready health reports, turning unstructured monthly updates into a professional suite of deliverables including PDF, Word, Markdown, and JSON.

What it does

The skill takes your raw monthly inputs—goals, completed work, blockers, and risks—and transforms them into a structured "Retainer Health Check." It calculates a health score, categorizes blockers (e.g., technical vs. access), prioritizes client actions, and builds a strategic plan for the upcoming month.

• Multi-Format Output: Generates .pdf, .docx, .md, .csv, and .json simultaneously.
• Strategic Analysis: Scores retainer health and classifies risks based on evidence.
• Action Registers: Automatically creates prioritized lists for client approvals and roadmap items.
• Data Integrity: Operates as a deterministic tool that prevents "hallucinated" ROI or fake metrics.

Why use this skill?

Instead of manually formatting Word docs or chasing templates, developers and account managers can trigger a standardized report via CLI or agent prompt. It ensures consistency across all clients and provides a programmatic way to track retainer health over time using the JSON and CSV exports.