Which CRM platforms does this skill support?

The skill provides strategic guidance and implementation patterns applicable to major industry platforms including Redtail, Wealthbox, Salesforce for Advisors, and Microsoft Dynamics.

What is the CRM & Client Lifecycle skill?

It is a specialized Claude Code plugin designed to help financial professionals optimize their CRM data architecture, segmentation models, and client service workflows for better practice management.

Can it assist with complex householding?

Yes, it includes detailed patterns for linking individuals, accounts, trusts, and business entities into a single, consolidated household view for holistic management.

How does it help with client retention?

It provides frameworks for behavioral segmentation and engagement analytics that help advisors identify disengaged or at-risk clients before they churn.

Is it useful for multi-generational planning?

Absolutely. It features specific strategies for mapping family trees and tracking wealth transfer across generations to maintain relationships during inheritance events.

CRM & Client Lifecycle

Name: CRM & Client Lifecycle
Author: JoelLewis

byJoelLewis

•

Productivity & Workflow

Optimizes CRM workflows and client lifecycle strategies for financial advisory firms through segmentation, householding, and service tiering.

This skill provides comprehensive guidance for designing and implementing sophisticated CRM systems tailored to the unique needs of wealth management. It covers everything from multi-factor client segmentation and complex household linking to defining Service Level Agreements (SLAs) for different service tiers. By utilizing this skill, firms can evaluate CRM platforms like Redtail or Salesforce, automate review scheduling, and implement engagement analytics to identify at-risk clients. It is an essential tool for advisors looking to ensure systematic service delivery, maximize client retention, and manage the intergenerational transfer of wealth within their book of business.

Key Features

0118 GitHub stars

02Retention risk identification using engagement analytics and wallet share analysis

03Client lifecycle stage tracking from prospect through estate succession

04Service tier framework design with defined SLAs and review cadences

05Complex householding and multi-generational relationship linking

06Multi-factor client segmentation models (AUM, Revenue, Behavioral)

Use Cases

01Designing a tiered service menu and automated review schedule for a growing RIA

02Mapping complex family structures and trusts for consolidated household reporting

03Evaluating and configuring industry-specific CRM platforms like Wealthbox or Redtail

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add joellewis/finance_skills crm-client-lifecycle

For use in Claude.ai and ChatGPT

Download Skill