Agent skill

Lifecycle CRM Plan

by mohitagw15856 in mohitagw15856/pm-claude-skills

Design lifecycle marketing / CRM journeys across the customer lifecycle.

MITAuto-check passedSales & Support

Install Lifecycle CRM Plan

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill lifecycle-crm-plan -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills lifecycle-crm-plan --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/lifecycle-crm-plan .claude/skills/lifecycle-crm-plan && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
lifecycle-crm-plan
GitHub stars
1.4k
Token cost
~886 tokens
SKILL.md length
399 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Design lifecycle marketing / CRM journeys across the customer lifecycle.

  • Asked to plan onboarding emails
  • SKILL.md covers Required Inputs, Output Format, Quality Checks and Anti-Patterns, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Lifecycle/CRM campaigns

What it does

Lifecycle CRM Plan is an agent skill from mohitagw15856/pm-claude-skills. 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.

Its SKILL.md is about 890 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering Product metrics and Customer success. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to plan onboarding emails
  • Lifecycle/CRM campaigns
  • A messaging calendar

Example prompts

  • “/lifecycle-crm-plan”

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Lifecycle CRM Plan loads about 886 tokens when it runs. Until then it costs about 96 tokens; SKILL.md has 399 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~96
When it runs · the whole SKILL.md, loaded when a task matches
~886

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 399 words, ~886 tokens.

Download SKILL.mdSave it as .claude/skills/lifecycle-crm-plan/SKILL.md (or your agent's skills folder).
name
lifecycle-crm-plan
description
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.

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).

Output Format

Lifecycle / CRM Plan: [product]

1. Lifecycle map — the stages and the one behaviour you want at each (signup → activate → habit → expand → renew; with winback for lapsed).

2. Journey table — the core deliverable:

JourneyTrigger (behaviour, not date)Audience/segmentMessage & goalChannelTimingSuccess metricExit/suppression
Onboardingsigned up, not activatednew, no key actionget to first valueemail + in-appt+0, t+1d, t+3dactivation %activated → exit
Winbackinactive 30dwas activereason to returnemailt+30, t+37reactivation %returned → exit

3. Segmentation — the few segments that change the message (by behaviour/value, not vanity demographics).

4. Timing & frequency — cadence rules and a global frequency cap / suppression so journeys don't collide or fatigue.

5. Measurement — per-journey metric, holdout group to prove incrementality, and the deliverability guardrails (bounce/spam/unsub watch).

Show full SKILL.md (162 more words)Show less

Quality Checks

  • Journeys are behaviour-triggered, not date-batched
  • Every journey has an explicit goal, success metric, and exit condition
  • A global frequency cap / suppression prevents message collisions and fatigue
  • A holdout group is used to measure incrementality, not just open/click rates
  • Segmentation is based on behaviour/value, not vanity attributes

Anti-Patterns

  • Do not batch-and-blast — untriggered, irrelevant sends train users to ignore and unsubscribe
  • Do not measure success by opens/clicks alone — tie journeys to the lifecycle outcome (activation, retention, revenue) with a holdout
  • Do not forget exit conditions — a user who already activated should not keep getting "activate now" emails
  • Do not ignore frequency capping — overlapping journeys are how you fatigue and burn a list
  • Do not skip deliverability guardrails — a great journey in the spam folder reaches no one

Based On

Lifecycle marketing / behavioural CRM practice — trigger-based journeys, segmentation, and incrementality testing with holdouts.

Example Trigger Phrases

  • "Plan onboarding emails."
  • "Plan our lifecycle campaigns."
  • "Design drip and winback flows."
  • "Build a CRM messaging calendar."

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/lifecycle-crm-plan of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Lifecycle CRM Plan next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Lifecycle CRM Plan compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Lifecycle CRM Plan this skillmohitagw15856/pm-claude-skills1.4k—~886Automated safety check: PassMIT
Youtube SearchZeroPointRepo/youtube-skills1k1 repos~1.8kAutomated safety check: PassMIT
YtZeroPointRepo/youtube-skills1k1 repos~951Automated safety check: PassMIT
Loki Modedavila7/claude-code-templates33k7 repos~7.1kAutomated safety check: WarnMIT
Account Researchexplorium-ai/gtm-skills185—~2.8kAutomated safety check: PassMIT
Positive Reply Scoringgrowthenginenowoslawski/coldoutboundskills753—~2kAutomated safety check: PassMIT

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Categories

Questions about Lifecycle CRM Plan

What does Lifecycle CRM Plan do?

Design lifecycle marketing / CRM journeys across the customer lifecycle. Lifecycle CRM Plan is an agent skill from mohitagw15856/pm-claude-skills. Design lifecycle marketing / CRM journeys across the customer lifecycle.

When should I use Lifecycle CRM Plan?

Lifecycle CRM Plan fits situations like: asked to plan onboarding emails; lifecycle/CRM campaigns; A messaging calendar.

How do I install Lifecycle CRM Plan in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill lifecycle-crm-plan -a claude-code`. Or copy the skill folder (skills/lifecycle-crm-plan in mohitagw15856/pm-claude-skills) into .claude/skills/lifecycle-crm-plan in your project. Claude Code loads it when a task matches its description.

How do I install Lifecycle CRM Plan in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill lifecycle-crm-plan -a codex`. Or copy the skill folder (skills/lifecycle-crm-plan in mohitagw15856/pm-claude-skills) into .agents/skills/lifecycle-crm-plan in your project. Codex loads it when a task matches its description.

Can I use Lifecycle CRM Plan in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill lifecycle-crm-plan -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/lifecycle-crm-plan, .gemini/skills/lifecycle-crm-plan, .github/skills/lifecycle-crm-plan and .opencode/skills/lifecycle-crm-plan in your project.

What does Lifecycle CRM Plan need to run?

SKILL.md names no scripts, command-line tools or credentials: Lifecycle CRM Plan is instructions for the agent only.

Does Lifecycle CRM Plan access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Lifecycle CRM Plan safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Lifecycle CRM Plan use?

Lifecycle CRM Plan is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Lifecycle CRM Plan use?

About 886 tokens (SKILL.md is roughly 3.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Lifecycle CRM Plan?

Skills that share tags, products or a category with Lifecycle CRM Plan: Youtube Search (ZeroPointRepo/youtube-skills, 1k stars), Yt (ZeroPointRepo/youtube-skills, 1k stars), Loki Mode (davila7/claude-code-templates, 33k stars) and Account Research (explorium-ai/gtm-skills, 185 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Lifecycle CRM Plan?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.