ai Retainer Health Check

    2

    Turn AI agency monthly inputs into professional health reports, action registers, and multi-format client deliverables.

    $8

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    ai-retainer-health-check

    Example session with this skill installed

    Generate a health report for Northstar SaaS April 2026. We're blocked by CRM sandbox access and need KPI approval. Risks include finance delays. Output all formats including PDF.

    • Read your context and instructions
    • Compiled the ai-retainer-health-check

    Retainer Health: 82/100 (Good)
    Status: Blocked by CRM Sandbox Access.

    Client Actions

    1. Grant sandbox access (High Priority)
    2. Approve KPI definitions (Medium Priority)
      Risk Register: 2 active risks identified regarding finance approvals.
      Report generated: retainer-health-report.pdf
    retainer-health-report.pdf

    Connects securely to your tools. The creator never sees your data.

    What you get

    Generate professional PDF/Word monthly reports for agency clientsAutomate the creation of client action and risk registersStandardize monthly health scoring across multiple AI retainersExport retainer progress data to JSON for internal dashboarding

    About this skill

    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.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

    Skills folder by agent

    Click the path to copy it. Create the folder if it does not exist yet.

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    Fresh listing

    Recently published to Agensi

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    Trust & safety

    Security scanned

    Verified clean 4 months ago

    • Passed all security checks, Safe to install

    Listed4 months ago

    What's inside

    Frequently Asked Questions