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:

Journey	Trigger (behaviour, not date)	Audience/segment	Message & goal	Channel	Timing	Success metric	Exit/suppression
Onboarding	signed up, not activated	new, no key action	get to first value	email + in-app	t+0, t+1d, t+3d	activation %	activated → exit
Winback	inactive 30d	was active	reason to return	email	t+30, t+37	reactivation %	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.