By name: client-health description: Health check across active client engagements showing status, deliverables, and concerns. Triggers on "how are my clients?", "client status", "client health check". argument-hint: "[client name or 'summary']" effort-level: low
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.