ReddRadar
Agent skill
client-health
Health check across active client engagements showing status, deliverables, and concerns. Triggers on "how are my clients?", "client status", "client health check".
Install this agent skill to your Project
npx add-skill https://github.com/kbanc85/claudia/tree/main/template-v2/.claude/skills/client-health
SKILL.md
Client Health
Health check across all active client engagements. Available for Consultant and Solo Professional archetypes.
What to Check
For each client folder in clients/:
1. Engagement Health
- Current status and phase
- Milestone progress (if milestone-plan.md exists)
- Any overdue deliverables
- Contract/engagement end dates approaching
2. Relationship Health
- Last contact date
- Communication frequency
- Stakeholder sentiment (if stakeholders.md exists)
- Any concerns or red flags
3. Commitment Status
- Open commitments from overview.md
- Overdue items
- Items waiting on client
- Upcoming deliverables
4. Financial Health (if tracked)
- Outstanding invoices
- Payment status
- Upcoming billing
5. Blockers (if blockers.md exists)
- Active blockers
- Resolution progress
- Impact on deliverables
Output Format
## Client Health - [Date]
### Summary
| Status | Count | Details |
|--------|-------|---------|
| On Track | X | [Names] |
| Attention Needed | X | [Names] |
| At Risk | X | [Names] |
- **Total active clients:** X
- **Open commitments:** X
- **Overdue items:** X
- **Outstanding invoices:** $X
---
### On Track
#### [Client Name]
**Phase:** [Current phase]
**Last Contact:** [Date]
**Health:** All good
**Active Work:**
- [Deliverable] - on track for [Date]
**Open Items:** X (none overdue)
---
### Attention Needed
#### [Client Name]
**Phase:** [Current phase]
**Last Contact:** [Date] - X days ago
**Health:** Needs attention
**Concerns:**
- [Issue 1]
- [Issue 2]
**Open Items:**
- [Overdue or at-risk item]
**Suggested Action:**
- [What to do]
---
### At Risk
#### [Client Name]
**Phase:** [Current phase]
**Issues:**
- [Critical issue]
- [Critical issue]
**Immediate Actions:**
1. [Urgent action]
2. [Follow-up action]
---
### Cross-Client View
#### Deliverables Due This Week
| Client | Deliverable | Due | Status |
|--------|-------------|-----|--------|
| | | | On Track / At Risk / Overdue |
#### Outstanding Invoices
| Client | Amount | Sent | Due | Status |
|--------|--------|------|-----|--------|
| | $X | [Date] | [Date] | Outstanding / Overdue |
#### Relationships Needing Touch
| Client | Last Contact | Days | Suggested Action |
|--------|--------------|------|------------------|
| | [Date] | X | [Action] |
---
### Patterns
- [Cross-client observation]
- [Recurring issue across clients]
### Capacity Check
- **Current active clients:** X
- **Total active engagements:** X
- **Hours committed this week:** X
- **Available bandwidth:** [Assessment]
- **Upcoming endings:** [Client] ends [Date]
- **Pipeline:** X prospects (see /pipeline-review)
Health Scoring
On Track
- Recent contact (within expected cadence)
- No overdue deliverables
- Positive or neutral stakeholder sentiment
- No active blockers
- Invoices paid or not yet due
Attention Needed
- Contact overdue by 1 week+
- Deliverable at risk (due soon, not complete)
- Stakeholder concerns raised
- Minor blocker active
- Invoice overdue by less than 2 weeks
At Risk
- Contact overdue by 2+ weeks
- Deliverable overdue
- Stakeholder actively unhappy
- Major blocker preventing progress
- Invoice overdue by 2+ weeks
- Engagement ending without renewal discussion
Tone
- Factual, scannable
- Lead with concerns (don't bury bad news)
- Specific action suggestions
- Don't sugarcoat problems
- Acknowledge what's going well
When to Run
- Weekly (Monday or Friday)
- Before client meetings (filtered to that client)
- When feeling uncertain about client status
- During weekly review
Usage Variations
All clients:
/client-health
Specific client:
/client-health [client name]
Deep dive on single client with full history.
Quick overview:
/client-health summary
Just the summary stats and any red/yellow flags.
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