crm-client-lifecycle

crm-client-lifecycle is a CRM administration skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates crm-client-lifecycle D (68/100) and it passed the safety scan; the rating is based on static analysis only.

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'.

Grade
D
Quality
68 / 100
Safety
Passed
GitHub stars
151

Unproven: rated by static analysis only, not yet compared head-to-head.

This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.

View source on GitHubJoelLewis/finance_skills

Our review

Architecture
100 / 100
Maturity
Basic: a single SKILL.md
Security scan
No issues found
License
MIT
Adoption
Adopted by 0 other repositories, in 0 collections

Not checked yet

  • Not judged on the rubric yet (not a contender in its category)
  • No blind task eval yet
  • Scope (portable / vendor / repo-internal) not assessed; only the top of each category is read for scope
  • Sibling files (scripts, references) not fetched; security scan covers SKILL.md only

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