Ai Retainer Health Check

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

Install
cmdop skills install agensi-ai-retainer-health-check

AI Retainer Health Check is a skill for AI automation agencies that transforms unstructured monthly inputs — goals, completed work, blockers, and risks — into a standardized client-facing Retainer Health Check. It calculates a health score, categorizes blockers by type (such as technical or access-related), prioritizes client actions, and generates a strategic plan for the upcoming month.

The skill produces five output formats simultaneously: PDF, DOCX, Markdown, CSV, and JSON. This means the same report run produces a client-ready document, a machine-readable data export for tracking trends over time, and a version suitable for embedding in other workflows. The JSON and CSV exports enable programmatic tracking of retainer health across multiple clients over successive months.

A stated design constraint is that the skill operates deterministically and avoids generating invented ROI figures or fabricated metrics — outputs are derived strictly from the inputs provided. This is relevant for agencies that need defensible, evidence-based reporting rather than AI-generated estimates dressed as data.

The skill is intended to replace manual report formatting workflows, removing the need for account managers or developers to maintain and populate Word templates by hand. It can be triggered via agent prompt or CLI, which makes it composable with broader automation pipelines. It is not a data analytics platform and does not pull live data from external systems; inputs must be supplied by the caller.

Use cases

  • Generate a monthly client health report from raw notes on goals, completed tasks, blockers, and risks
  • Produce a prioritized client action register automatically from monthly retainer inputs
  • Export retainer health scores to JSON or CSV for longitudinal tracking across clients
  • Replace manual Word document formatting with a single agent-triggered report run
  • Standardize reporting format consistently across all agency clients
  • Embed the skill in a larger automation pipeline triggered by a CLI or agent prompt

When to use it

  • Running an AI automation agency that produces monthly client retainer reports
  • Needing multi-format output (PDF, DOCX, MD, CSV, JSON) from a single report generation step
  • Wanting deterministic, evidence-based health scores rather than generative estimates
  • Replacing ad-hoc template-based reporting with a programmatically triggerable workflow

When not to use it

  • The project requires pulling live data from external systems — this skill does not connect to external data sources
  • Reporting needs are not monthly retainer-style — the structure is specific to that format
  • The use case is general-purpose document generation unrelated to AI agency client reporting
  • A license, package registry, or versioned package is required — none are provided in the published facts