Skill-Audit-Bericht
crm-client-lifecycle Audit-Bericht.
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
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub-Akzeptanz
Info62
178 GitHub-Stars
Star-/Fork-Aktivität
Warnung57
178 Stars und 34 Forks; Issue-Aktivität ist in den aktuellen Metadaten nicht verfügbar
Aktuelle Wartung
Bestanden88
3 Monate seit dem letzten Push
Lizenzklarheit
Bestanden86
MIT
README/SKILL.md-Vollständigkeit
Info76
Öffentliche Metadaten benötigen mehr README/SKILL.md-Kontext
Abhängigkeits-/Laufzeitrisiko
Bestanden90
Keine wesentlichen Abhängigkeitsrisikohinweise in öffentlichen Metadaten
Installationsverfügbarkeit
Bestanden92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Sicherheit des Installationsbefehls
Bestanden92
Standard-Paket- oder Laufzeit-Installationspfad
Berechtigungsumfang
Bestanden100
Keine Hochrisiko-Berechtigungsfläche in öffentlichen Metadaten
Repository-Nachweis
Bestanden86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Prüfstatus
Bestanden88
KI-Prüfdaten verfügbar
Agent-validierte Ergebnisse
Info54
Noch keine Agent-Ergebnisdaten
Prüfungen
Installations- und Adoptionsprüfung
Installationspfad
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
Lizenz
86
MIT
Wartung
88
3 Monate seit dem letzten Push
KI-Prüfung
88
Approved with no listed issues
README/SKILL.md-Vollständigkeit
84
Usable description available
Abhängigkeitsrisiko
90
Keine wesentlichen Abhängigkeitsrisikohinweise in öffentlichen Metadaten
Sicherheit des Installationsbefehls
92
Standard-Paket- oder Laufzeit-Installationspfad
Berechtigungsumfang
100
Keine Hochrisiko-Berechtigungsfläche in öffentlichen Metadaten
Star-/Fork-Aktivität
57
178 Stars und 34 Forks; Issue-Aktivität ist in den aktuellen Metadaten nicht verfügbar
Akzeptanz
68
178 GitHub-Stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Warnungen
- 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
Methode
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.
Nahe Optionen vergleichen
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