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crm-client-lifecycle

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Optimize client relationships and retention.

Finance & Accounting#crm#wealth management#segmentation#advisory practice#client lifecycle#client retention#service tiers
AuthorJoelLewis
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of client relationships and lifecycles for advisory firms, ensuring consistent service, identifying at-risk clients, and maximizing retention.

Core Features & Use Cases

  • Client Segmentation: Design and implement effective client segmentation models (AUM-based, revenue-based, multi-factor).
  • Household Management: Consolidate client data into household structures for a holistic view.
  • Service Tiers & SLAs: Define and track service levels and agreements for different client segments.
  • Lifecycle Tracking: Monitor clients from prospect through estate planning stages.
  • Engagement Analytics: Analyze client interactions to identify retention risks and growth opportunities.
  • Use Case: A firm wants to ensure all clients receive timely service according to their tier. This Skill can help design the tiers, configure the CRM to track review cadences and contact frequency, and generate reports on SLA compliance.

Quick Start

Use the crm-client-lifecycle skill to design a client segmentation model based on AUM and revenue for an RIA.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-client-lifecycle
Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#crm-client-lifecycle

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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