AI workflow Claude · ChatGPT · Gemini · MCP

The Retainer Report

Feed it a period's worth of work and numbers, and get back a client-ready report that frames what you did as results worth renewing, not a list of tasks.

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What it does

  1. Turns a month or quarter of work into a report a client reads as proof the retainer is paying off, so renewal feels obvious.
  2. Reads the period and tells the right story for it, whether the work moved things forward, held a hard-won position, or pulled a situation back from trouble.
  3. Frames every line as an outcome the client cares about, not the activity log they'll skim and forget.

The Breakdown

The build steps, prompt architecture, and a worked walkthrough. Open to members.

01 The intake: what to feed it and what it ignores

02 Story diagnosis: advancing, consolidating, or recovering

03 The five-section structure, each answering a client question

04 Outcome framing: turning activity into results

05 A worked run: raw numbers to a renewal-anchored report

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How to install

Every workflow runs on the AI you already use. Pick your platform; each setup takes a couple of minutes.

01 Claude (web or desktop) Project

Paste the workflow into a Claude Project. Every chat inside the Project runs it on demand.

  1. Open Claude. Top-left, click "+ New Project".
  2. Name the Project "The Retainer Report".
  3. In the Project's Instructions field, paste the full contents of SKILL.md.
  4. Open a chat inside the Project and say "run the retainer report".
02 Claude Code Local skills folder

Drop the folder into ~/.claude/skills/ and restart Claude Code. The workflow is callable from any directory.

  1. Unzip the bundle. Move the folder into ~/.claude/skills/.
  2. Restart Claude Code (close and reopen the terminal).
  3. In any directory, say "run the retainer report".
03 ChatGPT (Plus or Team) Project

Paste the workflow into a ChatGPT Project. Every chat inside the Project runs it on demand.

  1. Open ChatGPT. Sidebar, click "Projects" then "Create Project".
  2. Name the Project "The Retainer Report".
  3. Click Instructions. Paste the full contents of SKILL.md. Save.
  4. Open a chat inside the Project and say "run the retainer report".
04 Gemini (Advanced) Gem

Create a Gem with the workflow in its instructions field. Open a chat with the Gem to run it.

  1. Open Gemini. Click Gems in the sidebar, then "+ New Gem".
  2. Name the Gem "The Retainer Report".
  3. In the instructions field, paste the full contents of SKILL.md. Save.
  4. Open a chat with the Gem and say "run the retainer report".

Read the full install guide

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