How-to · Business Operations · By Dean Peters (PM)

How to use SaaS Business Health Diagnostic in your AI agent

Install and use the SaaS Business Health Diagnostic skill in Claude Code, Cursor, Codex, Gemini CLI, OpenCode, and Windsurf — with sample prompts.

What you'll get

This skill guides founders and operators through a comprehensive health check of their SaaS business. It asks targeted questions about growth, retention, unit economics, and capital efficiency, then delivers a scored diagnostic with prioritized recommendations. Perfect for preparing board decks, quarterly reviews, or investor updates when you need to see the full picture and know what to fix urgently.

Step 1 — Get the skill source URL

The SaaS Business Health Diagnostic skill lives at:

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Claude Code

Add the agent skill from https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/business-health-diagnostic to my project.

Cursor

Install this agent skill: https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/business-health-diagnostic

Codex

Add this skill to .codex/skills/: https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/business-health-diagnostic

Gemini CLI

Add the skill at https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/business-health-diagnostic to my .gemini/skills/ directory.

OpenCode

Install this agent skill from https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/business-health-diagnostic

Windsurf

Add this skill: https://github.com/deanpeters/Product-Manager-Skills/tree/main/skills/business-health-diagnostic

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

  • Preparing for a board meeting or investor update and need a complete business health snapshot
  • You suspect problems but can't pinpoint whether it's growth, retention, economics, or burn
  • Doing a quarterly business review and want to prioritize improvement areas
  • Fundraising and need to know your numbers inside-out before pitching
  • A new executive is joining and needs to understand where the business stands

What this skill does

  • Assesses business health across four dimensions: growth & retention, unit economics, capital efficiency, and strategic position
  • Identifies red flags and categorizes them by urgency (critical, high priority, medium priority)
  • Applies stage-specific benchmarks so early-stage businesses aren't judged by scale-stage standards
  • Delivers a comprehensive scorecard with clear, prioritized action items
  • Connects metrics together to reveal systemic issues (e.g., strong growth masking poor unit economics)
Made byDean Peters (PM)
CategoryBusiness Operations