kbanc85/claudia/client-health

Claude Code and agent skill by kbanc85/claudia

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Health check across active client engagements showing status, deliverables, and concerns. Triggers on \"how are my clients?\", \"client status\", \"client health check\".

Install

npx vskill@latest install kbanc85/claudia/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.

Security

  • Security scanPassed, 100 of 100Pattern checks on the skill's files.
  • Model reviewPassed

See the full security report

Quality evaluation

  • Task evaluationNot runNo evaluation yet. Run one in Skill Studio.

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Source

Popularity

Repository stars
291
Repository forks
43
Repository npm downloads, 7 days
1,433
7-day trend score
46

Stars and forks are for the whole GitHub repository, not this skill alone. Downloads are for the repository's npm package. Refreshed 22 Mar 2026, 7 months ago.

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