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    ai-retainer-health-check

    by Roy Yuen

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

    Updated Apr 2026
    Security scanned
    One-time purchase

    $8

    One-time purchase · Own forever

    ⚡ Also available via Agensi MCP — your AI agent can load this skill on demand via MCP. Learn more →

    Included in download

    • Generate professional PDF/Word monthly reports for agency clients
    • Standardize monthly health scoring across multiple AI retainers
    • Includes example output and usage patterns
    • Instant install
    • One-time purchase

    See it in action

    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

    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.

    Use Cases

    • Generate professional PDF/Word monthly reports for agency clients
    • Automate the creation of client action and risk registers
    • Standardize monthly health scoring across multiple AI retainers
    • Export retainer progress data to JSON for internal dashboarding

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    Security Scanned

    Passed automated security review

    Permissions

    Allowed Hosts

    schemas.openxmlformats.org

    File Scopes

    ai-retainer-health-check/**

    Tags

    agency-tools
    reporting
    automation
    project-management
    retainer-management

    Creator

    Roy Yuen

    Frequently Asked Questions

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