---
title: Client Lifecycle Kit
category: product
entity_type: skill-kit
price: $89
canonical: https://forgehouse.ai/ai-kits/client-lifecycle-kit/
lang: en
hreflang_alt: https://forgehouse.ai/tr/ai-kitler/client-lifecycle-kit/
last_updated: 2026-06-20
---

# Client Lifecycle Kit

> Run every client through one 8-stage system.

Seven skills that turn ad-hoc client work into a repeatable lifecycle: onboarding, cadence, monthly reporting, stage tracking and a value matrix.

**Price:** $89, one-time purchase, no subscription.

## What's inside
- lifecycle
- monthly-report
- onboarding
- mail-cadence
- stage-tracker
- value-matrix
- playbook

## How to use
Onboard a client, follow the cadence, and let the stage-tracker + reporting skills run the monthly rhythm.

## One path every client runs
The kit is not a checklist you remember to follow. It is one 8-stage system every client runs through: onboarded in a pass, tracked by stage, mailed on their own clock.
1. Client Onboarding runs the setup in one pass: registration, documents and analytics links together, not pieced out over days.
2. Lifecycle Stage Tracker drops the client into the same 8-stage system every other client runs through, with no special-case handling.
3. Customer Mail Cadence schedules the milestone mails counted from that client's own day zero.
4. Email Lifecycle sends them on the rhythm, so the day-3, day-14 and day-30 mails stop being a question.
5. Monthly Reporting closes the cycle with the stage report the client sees on schedule.

Lifecycle run
- ONBOARDING: done · one-pass setup
- STAGE: tracked · 8-stage system
- CADENCE: scheduled · from client day-0
- MAILS: sent · day 3 / 14 / 30

## Field case, Clients slipping through the cracks between onboarding and month one (2026)
Problem: New clients were onboarded by hand and then drifted. No one could say for sure whether the day-3 or day-14 mail had actually gone out, and every client was handled a little differently.
Fix: Client Onboarding moved the setup to a single pass: registration, documents and analytics links at once. Lifecycle Stage Tracker put every client into the same 8-stage system, and Customer Mail Cadence scheduled the milestones from each client's own day zero. Email Lifecycle handled the sending.
Result: Every client now runs the same path instead of a custom one, and the milestone mails fire on the client's own clock. 'Did the day-30 mail go?' stopped being a question anyone had to chase.

## Who it is for
- Agencies and consultants managing many retainers who want one rhythm instead of per-client chaos
- Operators tired of “did I email this client yet?” who need cadence on autopilot with guardrails
- Owners who want a 30-second portfolio view of stage, health and churn risk

## Proof
The same lifecycle algorithm we run across every client, no special-casing, one disciplined rhythm.

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Maker: Can Davarcı, https://candavarci.com.tr