Automation & Ops Skill
Client Onboarding
Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.
$15
Customer Lifecycle Stage Tracker
See where every client sits, how long, whether budgets overran, and which accounts are at churn risk.
The measurement layer for a staged client lifecycle. While a lifecycle method defines the stages, this tracks where each client actually sits, how long they have been there, whether the time or hour budget for a stage has been exceeded, and which accounts show early churn-risk signals. It runs as a state machine over a single master contact table and produces a portfolio dashboard so an operator can read the health of every account in seconds.
$15 one-time
Add to a kit → Prices include 20% VAT. · Forged on real agency work · one-time, no lock-in
- Type Skill
- Category Automation & Ops
- Delivery Email · instant
- License One-time
Inside the run · no black box
See the actual work before you buy it.
Knowing your method is not the same as knowing where every client stands today. This tracker turns the lifecycle into a measured, color-coded portfolio view:
- Reads each client's current stage from a single master contact table and computes how many days they have sat there
- Compares time and hours spent against the stage's budget, raising a yellow or red flag when it overruns
- Builds a per-account next action from the data, such as a due touchpoint or an overdue report, rather than relying on memory
- Scans for stacking churn-risk signals, missed touchpoints and silent accounts, and flags high-risk clients early
- Records every stage transition in an audit trail and rejects illegal stage jumps, so the portfolio view stays trustworthy
One power source. 6 lines out.
customer-lifecycle-stage-tracker · core
core active · 6 lines
- ✓ seeing the current stage
Seeing the current stage and days-in-stage for every client on one screen
- ✓ flagging accounts that h…
Flagging accounts that have overrun their stage time or hour budget
- ✓ catching churn risk early
Catching churn risk early from missed touchpoints and silent accounts
- ✓ choosing the right report
Choosing the right report type based on the stage an account is in
- ✓ timing an upsell to a st…
Timing an upsell to a stage where the client is receptive, not too early
- ✓ producing a portfolio he…
Producing a portfolio health snapshot for a weekly review
Yours to keep.
Drag time forward. Watch what stays.
Forever
That's what owning means.
The rented stack
ai writing tool: subscription
expired · access lostanalytics suite: subscription
expired · access lostdesign platform: subscription
expired · access lost(nothing left)
Your forge
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A 30-second read on the health of an entire client portfolio
license: perpetual -
Early churn warnings instead of discovering a silent client too late
license: perpetual -
Stage and budget overruns surface in color before they become problems
license: perpetual -
Decisions driven by tracked state, not by memory
license: perpetual
subscriptions expire · deeds don't
Everything in the box.
Pick a piece up. Watch it work.
A state machine over a master contact table that rejects illegal stage jumps
6 parts · one working system · ships instantly by email
This wasn't forged for everyone.
- Not for you if you'd rather rent a tool than own one.
- Not for you if you want someone else to run your stack.
- Not for you if you're happy guessing.
Operators and account leads who run many clients at once and need to see stage, time-in-stage, budget and churn risk at a glance.
then this was forged for you.Works with
Universal by design: these run in any AI. Delivered in the open Agent Skills + MCP format (native in Claude); ChatGPT, Gemini, Cursor and Copilot adapt the same files their own way.
- Claude Native format
- ChatGPT Adapts via open standards
- Gemini Adapts via open standards
- Cursor Adapts via open standards
- Copilot Adapts via open standards
Catch what's on your mind.
the air is clear. nothing between you and the forge.
catch a spark: the forge will answer
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How is this different from the lifecycle method itself?
The method defines the stages; this measures them. One says what the stages are, the other tracks where each client actually sits, how long, and whether budgets and SLAs are being met.
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How does it spot churn risk?
It watches for accumulating signals such as missed touchpoints, unopened updates and unanswered outreach. When several stack up on one account, it raises an early-warning flag so you can act before the client goes quiet for good.
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Can an account skip a stage?
No. The state machine enforces legal transitions and rejects illegal jumps, so the tracked history stays honest and the audit trail is reliable.
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How is it delivered?
By email right after purchase: ready to run, downloaded instantly, no setup wait.
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One-time or subscription?
A one-time purchase; no subscription or hidden fees. VAT (20%) is included.
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Can I get a refund?
As a digital product, it can’t be refunded once downloaded. That’s why we show exactly what’s inside and who it’s for, right here.