crm-strategy
CommunityChoose the right CRM and fix handoffs.
Marketing & Sales#lead scoring#hubspot#lifecycle stages#sales handoff#crm strategy#single customer view#ecommerce operations
Authorohsonerdy
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill prevents ecomm teams from overspending on the wrong CRM by diagnosing the correct CRM archetype, then defining how to implement a single-customer view, lifecycle stages, lead scoring, and marketing-to-sales handoff.
Core Features & Use Cases
- CRM Need Diagnosis (Four Archetypes): Determines whether the brand is pure DTC, DTC+wholesale, B2B-adjacent ecomm, or enterprise ecomm with field sales, and recommends accordingly.
- Single-Customer-View Planning: Assigns source-of-truth per data type (identity, orders, support, engagement, marketing intent) and defines integration shape.
- Lifecycle + Lead Scoring + Handoff Contracts: Specifies lifecycle stages with transition triggers, provides a lead scoring formula, and sets SLAs/payload rules to stop bad handoffs.
Quick Start
Ask this skill to recommend whether HubSpot is appropriate for your revenue size and sales motion, then get a lifecycle, lead scoring, and handoff plan tailored to your channel mix.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: crm-strategy Download link: https://github.com/ohsonerdy/openclaw-frontier-stack/archive/main.zip#crm-strategy Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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