Laporan audit skill
crm-client-lifecycle Laporan audit.
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'.
Trust Score OpenAgentSkill
Trust Score OpenAgentSkill
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
Adopsi GitHub
Info62
178 star GitHub
Aktivitas star/fork
Peringatan57
178 star dan 34 fork; aktivitas issue tidak tersedia dalam metadata saat ini
Pemeliharaan terbaru
Lulus88
3 bulan sejak push
Kejelasan lisensi
Lulus86
MIT
Kelengkapan README/SKILL.md
Info76
Metadata publik memerlukan konteks README/SKILL.md yang lebih kuat
Risiko dependensi/runtime
Lulus90
Tidak ada petunjuk risiko dependensi besar dalam metadata publik
Ketersediaan pemasangan
Lulus92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Keamanan perintah pemasangan
Lulus92
Jalur pemasangan paket atau runtime standar
Cakupan izin
Lulus100
Tidak ada cakupan izin berisiko tinggi dalam metadata publik
Bukti repositori
Lulus86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Status peninjauan
Lulus88
Data tinjauan AI tersedia
Hasil terbukti Agent
Info54
Belum ada data hasil Agent
Pemeriksaan
Tinjauan pemasangan dan adopsi
Jalur pemasangan
92
npx skills add JoelLewis/finance_skills --skill crm-client-lifecycle
Repositori
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle
Lisensi
86
MIT
Pemeliharaan
88
3 bulan sejak push
Tinjauan AI
88
Approved with no listed issues
Kelengkapan README/SKILL.md
84
Usable description available
Risiko dependensi
90
Tidak ada petunjuk risiko dependensi besar dalam metadata publik
Keamanan perintah pemasangan
92
Jalur pemasangan paket atau runtime standar
Cakupan izin
100
Tidak ada cakupan izin berisiko tinggi dalam metadata publik
Aktivitas star/fork
57
178 star dan 34 fork; aktivitas issue tidak tersedia dalam metadata saat ini
Adopsi
68
178 star GitHub
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Peringatan
- 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
Metode
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.
Bandingkan opsi sekitar
Skill terkait untuk diaudit berikutnya
mono-color
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.
1.9K Star · Laporan audit
Last30days Skill
Research the last 30 days across Reddit, X, YouTube, Hacker News, Polymarket, GitHub, and the web, then synthesize a grounded brief for an AI agent.
64K Star · Laporan audit
Academic Research Skills
Academic Research Skills for Claude Code: research → write → review → revise → finalize
38K Star · Laporan audit