{"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'.","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":{"name":"JoelLewis","verified":false,"url":"https://github.com/JoelLewis"},"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,"install_attempts":0,"successful_runs":0,"total_outcomes":0,"downloads":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-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"]},"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,"human_review_required":true,"blocked":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"]},"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","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"]},"decision":{"readiness_score":62,"readiness_label":"Prototype first","headline":"Fallback candidate for Sales and CRM","role":"Fallback candidate","primary_fit":"Sales and CRM","best_for":["Sales and CRM workflows","Claude Code teams","builders willing to evaluate younger projects"],"risks":["No OpenAgentSkill engagement data yet"],"next_steps":["Install it in a sandbox agent and run one Sales and CRM task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"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"}},"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"}],"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","updated_at":"2026-09-04T02:27:14.341565+00:00","canonical_key":"joellewis/finance_skills#plugins/advisory-practice/skills/crm-client-lifecycle","recommendation_reasons":["Install handoff is available","Repository freshness signal is available"],"urls":{"web":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle","api":"https://www.openagentskill.com/api/agent/skills/joellewis-crm-client-lifecycle","install_api":"https://www.openagentskill.com/api/skills/joellewis-crm-client-lifecycle/install","audit":"https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle/audit","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle"},"meta":{"endpoint":"/api/registry/manifest/{slug}","canonical_agent_endpoint":"/api/agent/skills/joellewis-crm-client-lifecycle","agent_friendly":true,"api_version":"1.0","generated_at":"2026-09-06T14:03:55.726Z"}}