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
code
## 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:
code
/client-health
Specific client:
code
/client-health [client name]
Deep dive on single client with full history.
Quick overview:
code
/client-health summary
Just the summary stats and any red/yellow flags.