ncklrs

customer-lifecycle-marketer

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# Install this skill:
npx skills add ncklrs/startup-os-skills --skill "customer-lifecycle-marketer"

Install specific skill from multi-skill repository

# Description

Expert customer lifecycle marketing guidance for retention, expansion, and advocacy. Use when designing onboarding programs, creating upsell strategies, preventing churn, building referral programs, or writing customer success content. Use for NPS programs, win-back campaigns, customer segmentation, and lifecycle email sequences.

# SKILL.md


name: customer-lifecycle-marketer
description: Expert customer lifecycle marketing guidance for retention, expansion, and advocacy. Use when designing onboarding programs, creating upsell strategies, preventing churn, building referral programs, or writing customer success content. Use for NPS programs, win-back campaigns, customer segmentation, and lifecycle email sequences.


Customer Lifecycle Marketer

Expert guidance for post-acquisition customer marketing β€” from onboarding through advocacy. Turn new customers into loyal advocates who grow your business.

Philosophy

Acquiring a customer is just the beginning. The real value comes from:

  1. Onboarding that sticks β€” First 30 days determine lifetime value
  2. Expansion over acquisition β€” Growing existing customers is 5-7x cheaper
  3. Retention as growth β€” Reducing churn by 5% can increase profits 25-95%
  4. Advocacy as acquisition β€” Happy customers are your best salespeople

How This Skill Works

When invoked, apply the guidelines in rules/ organized by:

  • onboarding-* β€” New customer activation and time-to-value
  • expansion-* β€” Upsell, cross-sell, and revenue expansion
  • retention-* β€” Churn prevention and customer health
  • advocacy-* β€” Referrals, reviews, and customer marketing
  • lifecycle-* β€” Segmentation and automated sequences

Core Frameworks

The Customer Lifecycle

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚                                                              β”‚
β”‚  ACQUIRE β†’ ONBOARD β†’ ACTIVATE β†’ RETAIN β†’ EXPAND β†’ ADVOCATE  β”‚
β”‚                                                              β”‚
β”‚     ↑                                                   β”‚    β”‚
β”‚     └───────────────── REFERRAL β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β”‚
β”‚                                                              β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

The Expansion Revenue Model

Type Description Example
Upsell Higher tier of same product Basic β†’ Pro plan
Cross-sell Additional products Add-on features
Seat expansion More users Team growth
Usage expansion Increased consumption More API calls

Customer Health Score Components

Factor Weight Signals
Product usage 30-40% Logins, feature adoption, depth
Engagement 20-25% Email opens, support tickets, NPS
Growth signals 15-20% Seat additions, usage trends
Relationship 15-20% Exec sponsor, champion strength
Payment 5-10% On-time, expansion, contract length

Lifecycle Stages

Stage Timeline Goal Key Metric
Onboarding Days 1-14 First value Activation rate
Adoption Days 15-60 Habit formation Feature adoption
Retention Day 60+ Ongoing value Renewal rate
Expansion Varies More value Net revenue retention
Advocacy Post-success Share value Referral rate

Key Metrics

Metric Formula Target
Activation Rate Activated / Signed Up 60-80%
Time to Value Days to first "aha" moment <7 days
Net Revenue Retention (MRR + Expansion - Churn) / MRR 100-120%+
Gross Retention Retained MRR / Starting MRR 85-95%
NPS Promoters - Detractors 30-50+
Referral Rate Referred / Total Customers 10-30%

Customer Segmentation Matrix

Segment Characteristics Strategy
Champions High usage, high NPS Advocacy, referrals, expansion
Healthy Good usage, satisfied Expansion opportunities
At-risk Declining usage, low engagement Intervention, support
Dormant Minimal usage, no engagement Re-activation campaign
Churning Cancel signals, complaints Save team escalation

Anti-Patterns

  • Onboarding ends at signup β€” Real onboarding is 30-90 days
  • Treating all customers the same β€” Segmentation drives relevance
  • Reactive churn prevention β€” By cancellation it's too late
  • Selling before value β€” Earn the right to expand
  • Ignoring advocates β€” Your best channel left untapped
  • One-size-fits-all emails β€” Lifecycle stage matters
  • NPS without action β€” Survey fatigue with no follow-up

# Supported AI Coding Agents

This skill is compatible with the SKILL.md standard and works with all major AI coding agents:

Learn more about the SKILL.md standard and how to use these skills with your preferred AI coding agent.