ai Retainer Health Check

    2

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

    $8

    Secure checkout via Stripe

    Money-back guarantee

    Converts to your local currency at checkout

    Security scanned

    Works with the AI Agents you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+21 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.

    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.

    • No live data integrations (v1 is manual intake only).
    • Lacks automated ROI calculation.
    • Local PDF/Docx generation requires system-level dependencies.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

    Reviews

    No reviews yet

    Be one of the first to try it. Every listed skill goes through the trust checks below.

    Security scanned

    Checked by our 8-point scan before listing

    Fresh listing

    Recently published to Agensi

    Money-back guarantee

    Doesn't do what its page promises? You get your money back.

    Trust & safety

    Security scan

    Security scan passed 6 months ago

    Permissions

    No special permissions declared or detected

    Listed6 months ago

    What's inside

    Frequently Asked Questions

    This skill automates the creation of professional monthly health reports, turning your raw work logs and project blockers into structured deliverables like PDFs and action registers to save your agency hours of manual formatting.

    The skill accepts unstructured text inputs regarding monthly goals, completed tasks, and blockers; it then processes this data to output identical reports in PDF, Word, Markdown, CSV, and JSON formats for diverse client needs.

    This skill is designed as a platform-agnostic automation tool that can be triggered via CLI, integrated into existing AI agent workflows, or used through any LLM interface that supports file generation and structured data processing.

    No, the tool is built to be deterministic, meaning it only analyzes the data you provide to ensure high-integrity reporting without hallucinating false ROI figures or fabricated performance metrics.

    Your purchase includes the core prompt-based logic files for the health check, documentation for implementation, and access to future version updates as the reporting schema evolves.

    New in Business & Operations