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.

skills.sh installs: 691
GitHub stars: 224
last updated: Aug 21, 2026

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Install

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

Installs into .claude/skills of the current project.

Files

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

AUM-based segmentation is simple to implement because AUM data is readily available from the custodian or portfolio management system. However, AUM alone is an incomplete measure of relationship value.

SKILL.md on GitHub