CRM & Client Lifecycle

by JoelLewis

CRM & Client Lifecycle is an Automation skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install CRM & Client Lifecycle

Copy CRM & Client Lifecycle into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/crm-client-lifecycle ~/.claude/skills/crm-client-lifecycle

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/advisory-practice/skills/crm-client-lifecycle/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/crm-client-lifecycle
Collection: One of 25 skills cataloged from this repository
Category: Automation — 2109 skills

What CRM & Client Lifecycle does

CRM & Client Lifecycle designs CRM systems and client workflow for advisory firms. Use it for client segmentation, household linking, service tiers, review cadence, retention risk, and CRM platform evaluation.

CRM & Client Lifecycle is cataloged under Automation on DirSkills. CRM & Client Lifecycle comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

CRM & Client Lifecycle

Core Concepts

Client Segmentation Models

Client segmentation assigns every household to a category that determines the level of service, contact frequency, review cadence, and resource allocation the firm provides. Without systematic segmentation, advisors default to reactive service — responding to whoever calls — rather than proactive, tiered engagement that matches effort to relationship value.

AUM-based segmentation is the most common starting point. A typical three-tier model:

Tier	Household AUM	Typical Label
A	$2,000,000+	Platinum
B	$500,000 - $1,999,999	Gold
C	Under $500,000	Silver

This is the opening of the README. Read the full README on GitHub.

Frequently asked about CRM & Client Lifecycle

What else does JoelLewis publish alongside CRM & Client Lifecycle?
CRM & Client Lifecycle is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way CRM & Client Lifecycle does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does CRM & Client Lifecycle compare to other Automation skills?
CRM & Client Lifecycle ranks #1897 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of CRM & Client Lifecycle against them. Open each page to compare what they document and how they install.