Individual skill
lifecycle-crm-plan
Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan — stage map, the trigger/message/goal for each journey, channel & timing, segmentation, suppression rules, and success metrics.
skills/lifecycle-crm-plan/SKILL.md
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- Last checked
- Nov 9, 2026
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- Repository last updated
- Nov 9, 2026
- License
- MIT
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SKILL.mdcore · 3,599 bytes
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# Lifecycle / CRM Plan Skill
Lifecycle marketing is the difference between a product people sign up for and one they actually use.
This skill maps the customer lifecycle to triggered journeys — each with a clear job — so messaging is
behaviour-driven and purposeful, not a batch-and-blast newsletter that trains people to ignore you.
## Required Inputs
Ask for these only if they aren't already provided:
- **Product & lifecycle stages** — what the journey from signup → active → loyal → churned looks like.
- **The key moments** — activation milestone, the "aha", upgrade triggers, and churn signals.
- **Channels available** — email, push, in-app, SMS — and any consent/deliverability constraints.
- **Goal** — the lifecycle metric to move (activation %, D30 retention, expansion, winback rate).