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crm-client-lifecycle
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-genera
Why this score
This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.
Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank
Security
Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.
None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.
A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan
Alternatives
Other makers' add-ons that do the same job, next to this one.
| Name | Score | Stars | Context | Updated |
|---|---|---|---|---|
| This onecrm-client-lifecycle JoelLewis/finance_skills · Skill | 52 | ★ 213 | ≈155 always | 4mo ago |
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| Perfex CRM themesic/perfex-rest-api-examples · MCP server Same job: crm | 55 | ★ 5 | not measured | 22d ago |
| carta-crm carta/plugins · Plugin Same job: crm | 59 | ★ 15 | not measured | today |