Skill audit report
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'.
Skill audit report
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'.
Skill audit report
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'.
Skill audit report
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'.
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS100
no high-risk permission surface in public metadata
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS100
no high-risk permission surface in public metadata
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
Compare nearby options
Generate original one-ink or controlled two-ink editorial images from any theme, sentence, article idea, object, or reference photo. Always use this skill when the user asks for 单色海报、双色印刷、单色调视觉、蓝色/绿色孔版印刷、risograph、网点照片、复古或当代编辑排版、zine poster, monochrome editorial poster, duotone print, or asks to use the mono-color style. It uses an adaptive white, gray, or pale-beige substrate, no more than two printing inks, active negative space, terse human language, and strong serif/grotesk/mono typography without making retro styling the default or copying a source composition, wording, logo, or artwork. Produce both the final generation prompt and the generated raster image unless the user explicitly asks for prompt only.
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OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS100
no high-risk permission surface in public metadata
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
Compare nearby options
Generate original one-ink or controlled two-ink editorial images from any theme, sentence, article idea, object, or reference photo. Always use this skill when the user asks for 单色海报、双色印刷、单色调视觉、蓝色/绿色孔版印刷、risograph、网点照片、复古或当代编辑排版、zine poster, monochrome editorial poster, duotone print, or asks to use the mono-color style. It uses an adaptive white, gray, or pale-beige substrate, no more than two printing inks, active negative space, terse human language, and strong serif/grotesk/mono typography without making retro styling the default or copying a source composition, wording, logo, or artwork. Produce both the final generation prompt and the generated raster image unless the user explicitly asks for prompt only.
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OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS100
no high-risk permission surface in public metadata
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
Compare nearby options
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Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
100
no high-risk permission surface in public metadata
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
100
no high-risk permission surface in public metadata
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
100
no high-risk permission surface in public metadata
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
100
no high-risk permission surface in public metadata
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.