OpenAgentSkill Registry Manifest
Skill: crm-client-lifecycle
Slug: joellewis-crm-client-lifecycle
Category: research
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'.

Agent fit:
- Decision: 62/100 Prototype first
- Primary fit: Sales and CRM
- Role: Fallback candidate

Supply profile:
- Track: Research and knowledge work
- Scenario: Research agents
- Applicable agents: Claude Code, CLI, Codex, Cursor
- Maintenance: 2mo since push
- Risk: Risky

Trust:
- Trust score: 79/100 Strong shortlist
- Audit: 79/100 Risky

Attribution:
- Status: Registry indexed
- Source: github fast track
- Creator: JoelLewis
- Claim URL: https://www.openagentskill.com/skills/joellewis-crm-client-lifecycle#claim-this-skill

Install:
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle

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
- Repository: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle