L/
Lifecycle / CRM Plan
🔵 Stable🕐 updated 2026-06-24
🔷 SkillSpec L3
pm-growth
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.
What to give it
▸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).
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓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
⚠️ What it refuses to do
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
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="lifecycle-crm-plan"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Lifecycle / CRM Plan is one of 625 open-source professional AI agent skills — all SkillSpec L3.
Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog