Crm Client Lifecycle

This is for wealth advisors who need to build or fix their CRM setup. It covers client segmentation models (AUM-based, revenue-based, multi-factor), household linking across accounts and entities, service tier frameworks with defined SLAs and review cadences, and lifecycle tracking from prospect through estate succession. You'd reach for this when designing a segmentation strategy, structuring households with trusts and multi-generational relationships, defining what A/B/C clients actually get, or identifying at-risk clients through engagement analytics. The content is thorough on the mechanical parts like household AUM aggregation and account linking, which is exactly what you need when your CRM is a mess of orphaned accounts and inconsistent service delivery.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill crm-client-lifecycle --agent claude-code