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CRM and client lifecycle for advisory firms v1.0.0

Use this resource to structure the CRM and client lifecycle of an advisory firm

New

  • 449 downloads
  • 245 likes
  • 210 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install advisory-crm-lifecycle

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent proposes segments, household structures and service tiers with their service levels. It also lays out lifecycle stages and flags clients at risk. You get a data model and a client tracking plan.

Mostly picked by

Updated November 2, 2026

Card for the “CRM and client lifecycle for advisory firms” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: segmentation, households and service tiers
  • SKILL.md: review scheduling, lifecycle stages and CRM data model
  • SKILL.md: worked examples of a tiered service model and review preparation

Good fit for

  • You want to segment clients by assets under management
  • You want to spot clients who may leave

Not for

    Tags

    • CRM
    • segmentation
    • households
    • retention
    • advisory

    About

    You say

    “Propose three service tiers for my growing firm, with annual and quarterly reviews.”

    Card for the “CRM and client lifecycle for advisory firms” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to structure the CRM and client lifecycle of an advisory firm
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md32.8 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/crm-client-lifecycle
    Licence
    MIT

    Notice

    « crm-client-lifecycle » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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