{"slug":"joellewis-crm-client-lifecycle","name":"crm-client-lifecycle","description":"Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.","long_description":"---\nname: crm-client-lifecycle\ndescription: \"Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.\"\n---\n\n# CRM & Client Lifecycle\n\n## Core Concepts\n\n### Client Segmentation Models\nClient segmentation assigns every household to a category that determines the level of service, contact frequency, review cadence, and resource allocation the firm provides. Without systematic segmentation, advisors default to reactive service — responding to whoever calls — rather than proactive, tiered engagement that matches effort to relationship value.\n\n**AUM-based segmentation** is the most common starting point. A typical three-tier model:\n\n| Tier | Household AUM | Typical Label |\n|------|--------------|---------------|\n| A | $2,000,000+ | Platinum |\n| B | $500,000 - $1,999,999 | Gold |\n| C | Under $500,000 | Silver |\n\nAUM-based segmentation is simple to implement because AUM data is readily available from the custodian or portfolio management system. However, AUM alone is an incomplete measure of relationship value.\n\n**Revenue-based segmentation** uses total annual fees generated by the household rather than asset levels. This captures value more accurately when fee schedules vary across clients, when some households pay financial planning fees in addition to AUM fees, or when clients have complex billing arrangements. Revenue data comes from the billing system and should be annualized to smooth quarterly fluctuations.\n\n**Multi-factor segmentation** combines quantitative and qualitative dimensions for a more complete picture:\n\n- Assets under management (current relationship size)\n- Revenue generated (actual economic value to the firm)\n- Growth potential (age, career trajectory, expected inheritances, held-away assets not yet consolidated)\n- Referral activity (clients who actively refer new prospects)\n- Relationship depth (number of services engaged — investment management, financial planning, tax planning, estate planning, insurance)\n- Strategic importance (centers of influence, professional advisors who refer, board members, community leaders)\n\n**Behavioral segmentation** classifies clients by engagement patterns rather than dollar amounts. Categories might include: highly engaged (frequent contact, attends events, uses the client portal), moderately engaged (responds to outreach, attends annual reviews), passively engaged (minimal contact, rarely initiates), and disengaged (does not respond to outreach, skips reviews). Behavioral segmentation identifies retention risk and helps advisors tailor their communication approach.\n\n**Segmentation review cadence.** Client segments should be re-evaluated at least annually, typically after year-end billing and performance reporting. Major life events (inheritance, business sale, divorce, retirement) can trigger an immediate re-segmentation. The CRM should flag households whose AUM or revenue has crossed a tier boundary so the advisor can adjust the service level.\n\n### Household Management\nThe household is the fundamental unit of relationship management in wealth advisory. A household groups related individuals, their accounts, and associated entities into a single relationship view that reflects how the family thinks about its finances.\n\n**Household composition** typically includes:\n\n- Primary client (the individual who is the main point of contact and decision-maker)\n- Spouse or partner\n- Dependent children (relevant for 529 plans, custodial accounts, and beneficiary designations)\n- Adult children who may be clients in their own right or future clients\n- Trusts (revocable, irrevocable, charitable) established by the primary client or spouse\n- Business entities (LLCs, S-Corps, partnerships) owned by household members\n- Family foundations or donor-advised funds\n\n**Account-to-household linking.** Every account in the portfolio management system and custodian must be linked to a household in the CRM. Account types within a household commonly include: individual taxable, joint taxable, traditional IRA, Roth IRA, SEP IRA, rollover IRA, inherited IRA, revocable trust, irrevocable trust, UTMA/UGMA custodial, 529 plan, entity accounts, and charitable accounts. Accurate linking is essential for household-level AUM aggregation, fee tier determination, consolidated reporting, and holistic financial planning.\n\n**Household AUM aggregation.** The CRM should display total household AUM by pulling position-level data from the portfolio management system or custodian feeds. Aggregation must handle: accounts at multiple custodians, held-away assets (employer retirement plans, outside brokerage accounts, bank accounts) that are tracked but not managed, and assets under advisement (where the firm provides guidance but does not have discretion).\n\n**Multi-generational relationships.** Wealth management relationships increasingly span generations. The CRM should support parent-child household linking so that when a client's adult child becomes a client, the advisor can see the full family relationship, track generational wealth transfer, and coordinate estate planning across generations. This is critical for client retention during the intergenerational wealth transfer projected over the coming decades — estimated at roughly $84 trillion through 2045 (Cerulli Associates estimate, published 2022; verify current projections).\n\n**Primary and secondary advisor assignment.** Each household should have a designated primary advisor (responsible for the relationship and investment decisions) and optionally a secondary advisor or client service associate. The CRM should track these assignments and use them for routing service requests, scheduling reviews, and generating workload reports. When an advisor departs the firm, the CRM's advisor assignment data drives the client reassignment process.\n\n**Household data hygiene.** Common data quality issues include: orphaned accounts not linked to any household, duplicate household records for the same family, stale contact information (addresses, phone numbers, email), missing or incorrect beneficiary data in the CRM (which may differ from the custodian's records), and inconsistent naming conventions (e.g., \"Robert Smith\" in one record and \"Bob Smith\" in another). Quarterly data quality audits should identify and remediate these issues.\n\n### Service Tier Frameworks\nService tiers translate client segmentation into a concrete, actionable service delivery program. Each tier defines the minimum service standards the firm commits to providing, creating consistency across advisors and accountability for service delivery.\n\n**Service tier definition matrix:**\n\n| Service Element | Platinum (A) | Gold (B) | Silver (C) |\n|----------------|-------------|---------|-----------|\n| Annual reviews | 4 (quarterly) | 2 (semi-annual) | 1 (annual) |\n| Proactive contacts | Monthly | Bi-monthly | Quarterly |\n| Financial plan | Comprehensive, updated annually | Modular, updated bi-annually | Goal-based, updated at review |\n| Tax coordination | Direct CPA collaboration | Tax-aware investing | Tax-lot method guidance |\n| Estate planning | Attorney coordination, trust review | Estate plan checklist | Beneficiary review |\n| Event invitations | All events + exclusive dinners | All events | Educational seminars |\n| Response time SLA | Same business day | Next business day | 2 business days |\n| Dedicated CSA | Named CSA assigned | Shared CSA pool | General service queue |\n\n**SLA enforcement.** Service level agreements are only meaningful if the firm tracks compliance. The CRM should monitor: days since last contact (by tier), whether the required number of reviews have been completed within the trailing 12 months, response time on service requests, and whether proactive outreach targets are being met. Advisors and practice managers should receive weekly or monthly SLA compliance reports.\n\n**Service menu per tier.** Beyond the matrix above, firms should define the full menu of services available at each tier. Platinum clients might receive: proactive tax-loss harvesting, annual estate plan coordination with the client's attorney, Social Security and Medicare optimization analysis, charitable giving strategy, and invitation to an annual client appreciation event. Silver clients might receive: annual portfolio review, beneficiary verification, and access to educational webinars. The service menu should be documented and shared with all advisors and client service associates to ensure consistent delivery.\n\n**Capacity planning.** Service tiers drive advisor capacity requirements. If a Platinum client requires 20 hours of advisor time per year and a Silver client requires 4 hours, an advisor's capacity determines how many clients of each tier they can serve effectively. A common capacity model: one advisor can serve 20-25 Platinum households, 40-60 Gold households, or 100-150 Silver households, with most advisors managing a blended book.\n\n### Client Review Scheduling\nSystematic review scheduling ensures that every client receives the review cadence appropriate to their service tier and that reviews are prepared thoroughly, conducted effectively, and documented for compliance purposes.\n\n**Review cadence by tier:**\n- Platinum: quarterly reviews (every 90 days)\n- Gold: semi-annual reviews (every 180 days)\n- Silver: annual reviews (every 365 days)\n\n**Scheduling workflow.** The CRM should automate review scheduling by tracking the date of each client's last completed review and generating scheduling tasks when the next review approaches. A 60-day advance scheduling window gives the advisor and client adequate time to find a mutually convenient date. The scheduling task should include: the client's preferred meeting format (in-person, video, phone), preferred day/time, and any special preparation notes from the prior review.\n\n**Review preparation workflow.** The standardized preparation checklist and pre-meeting data assembly process are covered in the client-review-prep skill (advisory-practice plugin) — the CRM's role is to trigger preparation tasks when a review is scheduled and store the resulting preparation documents on the household record.\n\n**Review documentation.** After each review, the advisor or CSA records in the CRM: meeting date, attendees, topics discussed, any changes to the investment strategy or financial plan, action items with responsible parties and deadlines, suitability confirmation (the client's objectives, risk tolerance, and financial situation were reviewed and remain appropriate or were updated), and the next review target date. This documentation satisfies the annual review requirement that regulators expect and provides a contemporaneous record in the event of a client dispute.\n\n**Action item tracking.** Every review generates action items — rebalance the portfolio, update the estate plan, roll over an old 401(k), increase life insurance coverage. The CRM should track each action item with an owner, due date, and completion status. Open action items should appear in the advisor's task list and carry forward to the next review preparation if not yet completed.\n\n### Client Lifecycle Stages\nLifecycle stages model the client's progression through distinct financial phases, each with different needs, priorities, and service requirements. Tracking lifecycle stage in the CRM allows the firm to tailor ad","tagline":"Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SL","category":"research","tags":["agent-skill"],"author":"JoelLewis","verified":false,"attribution":{"status":"registry_indexed","statusLabel":"Registry indexed","shortLabel":"REGISTRY INDEXED","sourceLabel":"github fast track","sourceDetail":"JoelLewis/finance_skills","creatorName":"JoelLewis","creatorUrl":"https://github.com/JoelLewis","sourceUrl":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","indexedBy":"OpenAgentSkill community index","claimUrl":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle#claim-this-skill","claimCta":"Claim this skill","trustNote":"This listing was indexed from public sources and is not marked official until a maintainer claim is approved.","publicNote":"Attribution links to the public repository or creator profile. Creators can claim the listing to update ownership signals."},"stats":{"stars":178,"forks":34,"verified_installs":0,"successful_runs":0,"total_outcomes":0,"rating":0,"review_count":0,"quality_score":35.87},"quality":{"score":63,"tier":"promising","label":"Promising","summary":"Useful candidate, but compare it with alternatives before adopting.","signals":[{"label":"GitHub stars","value":"178","tone":"neutral"},{"label":"Freshness","value":"2mo ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"MIT","tone":"neutral"}],"warnings":[]},"trust":{"version":"trust-score-v5","score":71,"base_score":79,"outcome_confidence":0,"tier":"review","label":"Sandbox only","summary":"Useful candidate with missing or mixed trust signals. Keep it in an isolated workspace until the outcome loop proves task fit.","recommendedAction":"Run only in a sandbox and compare close alternatives before using it for real work.","decision":{"install_policy":"sandbox_only","auto_install_allowed":false,"human_review_required":true,"sandbox_first":true,"agent_action":"Compare alternatives before installing.","reasoning":["71/100 Trust Score v5","79/100 Trust Score v4 baseline","Needs more real agent outcomes before unattended install","Install path is available","Review before production"],"review_required_when":["The workspace contains production secrets, payments, private customer data, or irreversible actions.","The install command requests shell, network, credential, database, or broad filesystem access.","Outcome evidence is missing, recently failed, or required human review.","Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace"]},"dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":62,"weight":0.13,"status":"info","detail":"178 GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":57,"weight":0.08,"status":"warn","detail":"178 stars, 34 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":88,"weight":0.14,"status":"pass","detail":"2mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"MIT"},{"id":"documentation","label":"README/SKILL.md completeness","score":76,"weight":0.14,"status":"info","detail":"Public metadata needs stronger README/SKILL.md context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle"},{"id":"review_status","label":"Review status","score":88,"weight":0.05,"status":"pass","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"info","label":"GitHub adoption","detail":"178 GitHub stars"},{"status":"warn","label":"Stars/forks activity","detail":"178 stars, 34 forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"2mo since push"},{"status":"pass","label":"License clarity","detail":"MIT"},{"status":"info","label":"README/SKILL.md completeness","detail":"Public metadata needs stronger README/SKILL.md context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"no high-risk permission surface in public metadata"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle"},{"status":"pass","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Install command has no obvious high-risk pattern","Outcome loop is ready but needs first real agent run"],"warnings":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata","No real agent outcome reports yet","Human review required before unattended installation"],"evidence":{"stars":"178 GitHub stars","repoActivity":"178 stars, 34 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","install":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet","agentProvenScore":0,"outcomeConfidence":"0%","installPolicy":"sandbox_only"},"installReadiness":{"ready":true,"command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","policy":"sandbox_only","label":"Sandbox only","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","2mo since push","Financial domain: human review is required before use in a live investment workflow.","Trust Score v5 requires review or sandbox-only use before install."]},"agentCompatibility":["Codex","Claude Code","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"sandbox_only","reason":"Compare alternatives before installing."},"outcome_loop":{"version":"openagentskill-agent-outcome-v4","required_after_install":true,"endpoint":"/api/agent/outcome","method":"POST","event_id_source":"feedback.event_id, install_receipt.resolve_event_id, or decision_packet.outcome_feedback.event_id","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"required_fields":["event_id","skill_slug","task"],"quality_fields":["task_success","output_quality","error_type","human_review_required","used_in_production","workspace","evidence_url","time_to_useful_ms","source_version"],"ranking_inputs_updated":["Trust Score v5 outcome confidence","Agent Proven Score","Resolve ranking task-fit evidence","Skill detail machine-readable metadata","Outcome leaderboard"]},"agent_contract":{"suited_tasks":["research","agent-skill"],"suited_agents":["Codex","Claude Code","Cursor","OpenAgentSkill CLI"],"install_command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","trust_score":71,"trust_version":"trust-score-v5","risk_level":"medium","do_not_use_when":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review","Live brokerage, exchange, wallet, or payment credentials outside an explicitly approved sandbox"],"before_install":["Read the audit page and machine-readable metadata.","Confirm the install command, license, and permission surface fit the workspace.","Get explicit human approval or choose an alternative before installing."],"after_run":["Report the outcome to /api/agent/outcome using the resolve event id.","Include output_quality, workspace, human_review_required, and evidence_url when available.","Re-resolve before broad production rollout."]},"bestFor":["research","agent-skill"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review","Live brokerage, exchange, wallet, or payment credentials outside an explicitly approved sandbox"],"knownRisks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"],"backward_compatible":{"trust_score_v4":{"version":"trust-score-v4","score":79,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout."}}},"trust_score_v5":{"version":"trust-score-v5","score":71,"base_score":79,"outcome_confidence":0,"tier":"review","label":"Sandbox only","summary":"Useful candidate with missing or mixed trust signals. Keep it in an isolated workspace until the outcome loop proves task fit.","recommendedAction":"Run only in a sandbox and compare close alternatives before using it for real work.","decision":{"install_policy":"sandbox_only","auto_install_allowed":false,"human_review_required":true,"sandbox_first":true,"agent_action":"Compare alternatives before installing.","reasoning":["71/100 Trust Score v5","79/100 Trust Score v4 baseline","Needs more real agent outcomes before unattended install","Install path is available","Review before production"],"review_required_when":["The workspace contains production secrets, payments, private customer data, or irreversible actions.","The install command requests shell, network, credential, database, or broad filesystem access.","Outcome evidence is missing, recently failed, or required human review.","Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace"]},"dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":62,"weight":0.13,"status":"info","detail":"178 GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":57,"weight":0.08,"status":"warn","detail":"178 stars, 34 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":88,"weight":0.14,"status":"pass","detail":"2mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"MIT"},{"id":"documentation","label":"README/SKILL.md completeness","score":76,"weight":0.14,"status":"info","detail":"Public metadata needs stronger README/SKILL.md context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle"},{"id":"review_status","label":"Review status","score":88,"weight":0.05,"status":"pass","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"info","label":"GitHub adoption","detail":"178 GitHub stars"},{"status":"warn","label":"Stars/forks activity","detail":"178 stars, 34 forks; 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require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata","No real agent outcome reports yet","Human review required before unattended installation"],"evidence":{"stars":"178 GitHub stars","repoActivity":"178 stars, 34 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","install":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet","agentProvenScore":0,"outcomeConfidence":"0%","installPolicy":"sandbox_only"},"installReadiness":{"ready":true,"command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","policy":"sandbox_only","label":"Sandbox only","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","2mo since push","Financial domain: human review is required before use in a live investment workflow.","Trust Score v5 requires review or sandbox-only use before install."]},"agentCompatibility":["Codex","Claude Code","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"sandbox_only","reason":"Compare alternatives before installing."},"outcome_loop":{"version":"openagentskill-agent-outcome-v4","required_after_install":true,"endpoint":"/api/agent/outcome","method":"POST","event_id_source":"feedback.event_id, install_receipt.resolve_event_id, or decision_packet.outcome_feedback.event_id","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"required_fields":["event_id","skill_slug","task"],"quality_fields":["task_success","output_quality","error_type","human_review_required","used_in_production","workspace","evidence_url","time_to_useful_ms","source_version"],"ranking_inputs_updated":["Trust Score v5 outcome confidence","Agent Proven Score","Resolve ranking task-fit evidence","Skill detail machine-readable metadata","Outcome leaderboard"]},"agent_contract":{"suited_tasks":["research","agent-skill"],"suited_agents":["Codex","Claude Code","Cursor","OpenAgentSkill CLI"],"install_command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","trust_score":71,"trust_version":"trust-score-v5","risk_level":"medium","do_not_use_when":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review","Live brokerage, exchange, wallet, or payment credentials outside an explicitly approved sandbox"],"before_install":["Read the audit page and machine-readable metadata.","Confirm the install command, license, and permission surface fit the workspace.","Get explicit human approval or choose an alternative before installing."],"after_run":["Report the outcome to /api/agent/outcome using the resolve event id.","Include output_quality, workspace, human_review_required, and evidence_url when available.","Re-resolve before broad production rollout."]},"bestFor":["research","agent-skill"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review","Live brokerage, exchange, wallet, or payment credentials outside an explicitly approved sandbox"],"knownRisks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"],"backward_compatible":{"trust_score_v4":{"version":"trust-score-v4","score":79,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout."}}},"trust_score_v4":{"version":"trust-score-v4","score":79,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":62,"weight":0.13,"status":"info","detail":"178 GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":57,"weight":0.08,"status":"warn","detail":"178 stars, 34 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":88,"weight":0.14,"status":"pass","detail":"2mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"MIT"},{"id":"documentation","label":"README/SKILL.md completeness","score":76,"weight":0.14,"status":"info","detail":"Public metadata needs stronger README/SKILL.md context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle"},{"id":"review_status","label":"Review status","score":88,"weight":0.05,"status":"pass","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"info","label":"GitHub adoption","detail":"178 GitHub stars"},{"status":"warn","label":"Stars/forks activity","detail":"178 stars, 34 forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"2mo since push"},{"status":"pass","label":"License clarity","detail":"MIT"},{"status":"info","label":"README/SKILL.md completeness","detail":"Public metadata needs stronger README/SKILL.md context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"no high-risk permission surface in public metadata"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle"},{"status":"pass","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Install command has no obvious high-risk pattern"],"warnings":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"],"evidence":{"stars":"178 GitHub stars","repoActivity":"178 stars, 34 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","install":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet"},"installReadiness":{"ready":true,"command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","policy":"sandbox_only","label":"Sandbox only","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","2mo since push","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Codex","Claude Code","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"sandbox_only","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["research","agent-skill"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review","Live brokerage, exchange, wallet, or payment credentials outside an explicitly approved sandbox"],"knownRisks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"outcome_stats":null,"safety":{"score":67,"level":"avoid_auto_install","label":"Avoid automatic install","safety_tier":{"tier":"blocked","label":"Blocked for auto-install","badge":"BLOCKED","summary":"This skill should not be selected by an agent without explicit human security review.","recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","auto_install_policy":"block","reasons":["Audit risk exceeds the requested agent policy","Audit classified this skill as risky","Audit risk risky exceeds max_risk=medium"]},"auto_install_allowed":false,"human_review_required":true,"blocked":true,"audit_risk":"risky","permission_hints":[{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"}],"policy_warnings":["Audit risk risky exceeds max_risk=medium","Financial research output is not financial advice; require human review before any live investment decision"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","badge":"BLOCKED","auto_install_policy":"block","auto_install_allowed":false,"blocked":true,"human_review_required":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","reasons":["Audit risk exceeds the requested agent policy","Audit classified this skill as risky","Audit risk risky exceeds max_risk=medium"]},"eval":{"version":"openagentskill-skill-eval-v1","status":"failed","score":73,"risk_level":"high","decision":{"recommendation":"do_not_auto_install","reason":"Audit score: Risky","auto_install_allowed":false,"policy":"block","human_review_required":true},"blockers":["Audit score: Risky","Agent safety gate: This skill should not be selected by an agent without explicit human security review."],"warnings":["Trust score: Good trust signals with a few areas worth checking before rollout.","README/SKILL.md completeness: Public metadata needs stronger README/SKILL.md context","Audit risk risky exceeds max_risk=medium","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"],"validation_plan":["Inspect repository, README/SKILL.md, license, and recent commits before production use.","Install in an isolated workspace or sandbox with no production secrets available.","Run the smallest representative task and record files touched, commands run, network access, and outputs.","Compare the selected skill against at least one alternative when the eval status is review or failed.","Promote only after the agent reports a successful verification result and unresolved warnings are accepted."],"checks":[{"id":"task_fit","label":"Task fit","status":"pass","score":84,"required_for_auto_install":true,"detail":"Task wording matches this skill metadata.","evidence":["Evaluate crm-client-lifecycle before installing it in an agent workflow","research","Sales and CRM workflows; Claude Code teams; builders willing to evaluate younger projects"]},{"id":"install_path","label":"Install path","status":"pass","score":92,"required_for_auto_install":true,"detail":"Install handoff is available.","evidence":["npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"]},{"id":"install_safety","label":"Install command safety","status":"pass","score":92,"required_for_auto_install":true,"detail":"standard package or runtime install path","evidence":["npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle"]},{"id":"trust_score","label":"Trust score","status":"warn","score":79,"required_for_auto_install":true,"detail":"Good trust signals with a few areas worth checking before rollout.","evidence":["Strong shortlist","178 GitHub stars","MIT"]},{"id":"audit_score","label":"Audit score","status":"fail","score":79,"required_for_auto_install":true,"detail":"Risky","evidence":["Financial research output is not financial advice; require human review before any live investment decision"]},{"id":"agent_safety_gate","label":"Agent safety gate","status":"fail","score":67,"required_for_auto_install":true,"detail":"This skill should not be selected by an agent without explicit human security review.","evidence":["Do not auto-install. Inspect the source, dependencies, and permission surface first.","Audit risk exceeds the requested agent policy"]},{"id":"readme_skillmd_completeness","label":"README/SKILL.md completeness","status":"warn","score":76,"required_for_auto_install":false,"detail":"Public metadata needs stronger README/SKILL.md context","evidence":["Usable metadata, review docs"]},{"id":"license_clarity","label":"License clarity","status":"pass","score":86,"required_for_auto_install":true,"detail":"MIT","evidence":["MIT"]},{"id":"recent_maintenance","label":"Recent maintenance","status":"pass","score":88,"required_for_auto_install":false,"detail":"2mo since push","evidence":["2mo since push"]},{"id":"permission_surface","label":"Permission surface","status":"pass","score":100,"required_for_auto_install":true,"detail":"no high-risk permission surface in public metadata","evidence":["Network access: medium"]},{"id":"alternatives","label":"Alternatives available","status":"info","score":55,"required_for_auto_install":false,"detail":"No close alternatives were found in the current shortlist.","evidence":[]}],"endpoints":{"web":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle/evals","api":"/api/agent/evals?slug=joellewis-crm-client-lifecycle","text":"/api/agent/evals?slug=joellewis-crm-client-lifecycle&format=text"}},"agent_readable_metadata":{"version":"openagentskill-agent-metadata-v2","skill":{"slug":"joellewis-crm-client-lifecycle","name":"crm-client-lifecycle","description":"Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.","category":"research","url":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","github_repo":"JoelLewis/finance_skills"},"suited_tasks":["Sales and CRM workflows","Claude Code teams","builders willing to evaluate younger projects","Research accounts","Extract contact details","Write structured CRM updates","Retrieve market data","Compare financial signals"],"suited_agents":["Codex","Claude Code","Cursor","OpenAgentSkill CLI","CLI"],"install":{"command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","ready":true,"targets":[{"id":"openagentskill-cli","label":"CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-crm-client-lifecycle"},{"id":"codex","label":"Codex","kind":"agent-prompt","value":"Install the \"crm-client-lifecycle\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"claude-code","label":"Claude Code","kind":"agent-prompt","value":"Add \"crm-client-lifecycle\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"crm-client-lifecycle\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}],"handoff_url":"https://www.openagentskill.com/api/skills/joellewis-crm-client-lifecycle/install","manifest_url":"https://www.openagentskill.com/api/registry/manifest/joellewis-crm-client-lifecycle"},"trust":{"score":79,"label":"Strong shortlist","version":"trust-score-v4","install_policy":"sandbox_only","evidence":{"stars":"178 GitHub stars","repoActivity":"178 stars, 34 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","install":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet"},"outcome_evidence":{"total":0,"successes":0,"failures":0,"not_relevant":0,"success_rate":null,"recent_success_rate":null,"recent_failure_rate":null,"install_attempts":0,"install_success_rate":null,"risk_blocked":0,"setup_required":0,"avg_output_quality":null,"production_outcomes":0,"last_outcome_at":null,"label":"No agent outcome data yet"},"auto_install":{"allowed":false,"sandbox_required":true,"reason":"Human review or sandbox validation is required before automatic installation."},"best_for":["research","agent-skill"],"known_risks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"audit":{"score":79,"risk_level":"risky","risk_label":"Risky","warnings":["Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","auto_install_policy":"block","auto_install_allowed":false,"human_review_required":true,"blocked":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first."},"quality":{"score":63,"label":"Promising"},"supply":{"track":"Research and knowledge work","scenario":"Research agents","maintenance":"2mo since push","risk":"Risky"},"alternative_skills":[],"do_not_use_when":["teams that need a vendor-supported SLA","high-compliance environments without internal security review","No OpenAgentSkill engagement data yet","Audit risk risky exceeds max_risk=medium","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval."],"agent_contract":{"task_input":"Use crm-client-lifecycle in an agent workflow","recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","install_policy":"block","minimum_review_before_use":["Trust: 79/100 Strong shortlist","Audit: 79/100 Risky","Safety: 67/100 Avoid automatic install","Review repository, license, install command, and permission surface before production use."],"expected_agent_output":{"selected_skill":"joellewis-crm-client-lifecycle (crm-client-lifecycle)","install_command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","risk_summary":"Risky; Blocked for auto-install; Review before production","verification_result":"Report the smallest successful task, files touched, warnings, and any missing setup."}},"outcome_feedback":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","requires_resolve_event_id":true,"event_id_source":"Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"payload_template":{"event_id":"<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>","skill_slug":"joellewis-crm-client-lifecycle","task":"Use crm-client-lifecycle in an agent workflow","agent":"codex","outcome":"success","install_used":true,"risk_blocked":false,"setup_required":false,"task_success":true,"output_quality":4,"error_type":null,"human_review_required":false,"workspace":"sandbox","time_to_useful_ms":120000,"notes":"Report the smallest successful task, setup friction, files touched, and risk notes."}},"endpoints":{"web":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle","api":"https://www.openagentskill.com/api/agent/skills/joellewis-crm-client-lifecycle","audit":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle/audit","eval":"https://www.openagentskill.com/api/agent/evals?slug=joellewis-crm-client-lifecycle&task=Use%20crm-client-lifecycle%20in%20an%20agent%20workflow&max_risk=medium","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Use%20crm-client-lifecycle%20in%20an%20agent%20workflow&agent=codex&max_risk=medium","receipt":"https://www.openagentskill.com/api/agent/receipt?task=Use%20crm-client-lifecycle%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text","install":"https://www.openagentskill.com/api/skills/joellewis-crm-client-lifecycle/install","manifest":"https://www.openagentskill.com/api/registry/manifest/joellewis-crm-client-lifecycle"}},"machine_metadata":{"version":"openagentskill-agent-metadata-v2","skill":{"slug":"joellewis-crm-client-lifecycle","name":"crm-client-lifecycle","description":"Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.","category":"research","url":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","github_repo":"JoelLewis/finance_skills"},"suited_tasks":["Sales and CRM workflows","Claude Code teams","builders willing to evaluate younger projects","Research accounts","Extract contact details","Write structured CRM updates","Retrieve market data","Compare financial signals"],"suited_agents":["Codex","Claude Code","Cursor","OpenAgentSkill CLI","CLI"],"install":{"command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","ready":true,"targets":[{"id":"openagentskill-cli","label":"CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-crm-client-lifecycle"},{"id":"codex","label":"Codex","kind":"agent-prompt","value":"Install the \"crm-client-lifecycle\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"claude-code","label":"Claude Code","kind":"agent-prompt","value":"Add \"crm-client-lifecycle\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"crm-client-lifecycle\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}],"handoff_url":"https://www.openagentskill.com/api/skills/joellewis-crm-client-lifecycle/install","manifest_url":"https://www.openagentskill.com/api/registry/manifest/joellewis-crm-client-lifecycle"},"trust":{"score":79,"label":"Strong shortlist","version":"trust-score-v4","install_policy":"sandbox_only","evidence":{"stars":"178 GitHub stars","repoActivity":"178 stars, 34 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","install":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet"},"outcome_evidence":{"total":0,"successes":0,"failures":0,"not_relevant":0,"success_rate":null,"recent_success_rate":null,"recent_failure_rate":null,"install_attempts":0,"install_success_rate":null,"risk_blocked":0,"setup_required":0,"avg_output_quality":null,"production_outcomes":0,"last_outcome_at":null,"label":"No agent outcome data yet"},"auto_install":{"allowed":false,"sandbox_required":true,"reason":"Human review or sandbox validation is required before automatic installation."},"best_for":["research","agent-skill"],"known_risks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"audit":{"score":79,"risk_level":"risky","risk_label":"Risky","warnings":["Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","auto_install_policy":"block","auto_install_allowed":false,"human_review_required":true,"blocked":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first."},"quality":{"score":63,"label":"Promising"},"supply":{"track":"Research and knowledge work","scenario":"Research agents","maintenance":"2mo since push","risk":"Risky"},"alternative_skills":[],"do_not_use_when":["teams that need a vendor-supported SLA","high-compliance environments without internal security review","No OpenAgentSkill engagement data yet","Audit risk risky exceeds max_risk=medium","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval."],"agent_contract":{"task_input":"Use crm-client-lifecycle in an agent workflow","recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","install_policy":"block","minimum_review_before_use":["Trust: 79/100 Strong shortlist","Audit: 79/100 Risky","Safety: 67/100 Avoid automatic install","Review repository, license, install command, and permission surface before production use."],"expected_agent_output":{"selected_skill":"joellewis-crm-client-lifecycle (crm-client-lifecycle)","install_command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","risk_summary":"Risky; Blocked for auto-install; Review before production","verification_result":"Report the smallest successful task, files touched, warnings, and any missing setup."}},"outcome_feedback":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","requires_resolve_event_id":true,"event_id_source":"Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"payload_template":{"event_id":"<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>","skill_slug":"joellewis-crm-client-lifecycle","task":"Use crm-client-lifecycle in an agent workflow","agent":"codex","outcome":"success","install_used":true,"risk_blocked":false,"setup_required":false,"task_success":true,"output_quality":4,"error_type":null,"human_review_required":false,"workspace":"sandbox","time_to_useful_ms":120000,"notes":"Report the smallest successful task, setup friction, files touched, and risk notes."}},"endpoints":{"web":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle","api":"https://www.openagentskill.com/api/agent/skills/joellewis-crm-client-lifecycle","audit":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle/audit","eval":"https://www.openagentskill.com/api/agent/evals?slug=joellewis-crm-client-lifecycle&task=Use%20crm-client-lifecycle%20in%20an%20agent%20workflow&max_risk=medium","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Use%20crm-client-lifecycle%20in%20an%20agent%20workflow&agent=codex&max_risk=medium","receipt":"https://www.openagentskill.com/api/agent/receipt?task=Use%20crm-client-lifecycle%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text","install":"https://www.openagentskill.com/api/skills/joellewis-crm-client-lifecycle/install","manifest":"https://www.openagentskill.com/api/registry/manifest/joellewis-crm-client-lifecycle"}},"supply_profile":{"track":{"slug":"research","label":"Research and knowledge work","shortLabel":"Research","description":"Deep research, source comparison, literature review, RAG, knowledge search, and reports."},"scenario":{"label":"Research agents","description":"I need my agent to research a topic, compare sources, and produce a concise report.","useCases":[{"slug":"sales-crm","title":"Sales and CRM"},{"slug":"finance-quant","title":"Finance and quant"},{"slug":"research-agents","title":"Research agents"}]},"applicableAgents":["Claude Code","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":178,"starsLabel":"178","forks":34,"license":"MIT","qualityScore":63,"trustScore":79,"auditScore":79},"maintenance":{"status":"active","label":"2mo since push","daysSincePush":49,"lastPushedAt":"2026-07-18T14:50:29+00:00"},"risk":{"level":"risky","label":"Risky","requiresReview":true,"notes":["Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review"]},"coverageTags":["Research","Research agents","agent-skill"]},"audit":{"audit_score":79,"risk_level":"risky","risk_label":"Risky","quality_score":63,"trust_score":79,"maintenance_score":88,"security_score":88,"install_score":92,"warnings":["Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata"]},"quality_signals":{"model":"v2","star_score":15.77,"usage_score":0,"review_score":5.1,"metadata_score":3,"freshness_score":12},"platforms":["Claude Code"],"use_cases":[{"slug":"sales-crm","title":"Sales and CRM","url":"https://www.openagentskill.com/use-cases/sales-crm"},{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"},{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"},{"slug":"workflow-automation","title":"Workflow automation","url":"https://www.openagentskill.com/use-cases/workflow-automation"}],"stacks":[{"slug":"research-report-agent","title":"Research report agent","url":"https://www.openagentskill.com/collections/research-report-agent"},{"slug":"content-growth-agent","title":"Content growth agent","url":"https://www.openagentskill.com/collections/content-growth-agent"},{"slug":"rag-knowledge-base","title":"RAG knowledge base","url":"https://www.openagentskill.com/collections/rag-knowledge-base"}],"install":"npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle","install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-crm-client-lifecycle","description":"Resolve policy, run the source installer safely, and report a verified install receipt.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"crm-client-lifecycle\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"crm-client-lifecycle\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"crm-client-lifecycle\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-crm-client-lifecycle\",\"task\":\"Install crm-client-lifecycle\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","github_repo":"JoelLewis/finance_skills","version":"1.0.0","license":"MIT","urls":{"web":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle","api":"/api/agent/skills/joellewis-crm-client-lifecycle","install_api":"/api/skills/joellewis-crm-client-lifecycle/install"},"meta":{"created_at":"2026-09-04T02:27:14.170494+00:00","updated_at":"2026-09-04T02:27:14.341565+00:00","agent_friendly":true}}