/lifecycle | agentkits-marketing

Prerequisites

Before running this command, ensure you have:

Contact or segment identified
Current lifecycle stage known
MCP configured: hubspot (optional)

Context Loading

Load these files first:

./README.md - Product context
./docs/crm/ - CRM documentation
.claude/skills/marketing-fundamentals/SKILL.md - Lifecycle frameworks

Language & Quality Standards

CRITICAL: Respond in the same language the user is using. If Vietnamese, respond in Vietnamese. If Spanish, respond in Spanish.

Standards: Token efficiency, sacrifice grammar for concision, list unresolved questions at end.

Skills: Activate marketing-fundamentals skills.

Components: Reference ./.claude/components/interactive-questions.md

Interactive Parameter Collection

Step 1: Ask Output Scope

Question: "What level of lifecycle management do you need?" Header: "Scope" MultiSelect: false

Options:

Basic - Stage assessment and criteria
Recommended - Full analysis with actions
Complete - Comprehensive with playbook
Custom - I'll specify what I need

Step 2: Ask Management Action

Question: "What lifecycle action do you need?" Header: "Action" MultiSelect: false

Options:

Assess - Evaluate current stage
Transition - Move to next stage
Playbook - Get stage-specific tactics
Automate - Set up stage triggers

Step 3: Ask Current Stage

Question: "What's the current lifecycle stage?" Header: "Stage" MultiSelect: false

Options:

Subscriber/Lead - Early stage
MQL - Marketing qualified
SQL/Opportunity - Sales ready
Customer - Post-purchase

Step 4: Ask Priority

Question: "What's the priority for this contact/segment?" Header: "Priority" MultiSelect: false

Options:

High Value - Strategic accounts
Standard - Normal priority
At Risk - Churn prevention
Re-activation - Win back

Step 5: Confirmation

Display summary:

## Lifecycle Configuration

| Parameter | Value |
|-----------|-------|
| Contact/Segment | [description] |
| Action | [selected action] |
| Current Stage | [selected stage] |
| Priority | [selected priority] |
| Scope | [Basic/Recommended/Complete] |

Question: "Manage this lifecycle transition?" Header: "Confirm" MultiSelect: false

Options:

Yes, proceed - Start management
No, change settings - Go back to modify

Lifecycle Stages

Subscriber → Lead → MQL → SQL → Opportunity → Customer → Advocate

Workflow

Current State Assessment
- Stage identification
- Time in stage
- Score evaluation
Transition Analysis
- Criteria for next stage
- Gap identification
- Readiness score
Action Planning
- Progression tactics
- Automation triggers
- Content delivery
Playbook Execution
- Stage best practices
- Touchpoint cadence
- Success metrics

Agent Delegation

Task	Agent	Trigger
Stage assessment	`lead-qualifier`	Primary task
Progression tactics	`email-wizard`	Nurture planning
Playbook creation	`sales-enabler`	Complete scope

Output Format

Basic Scope

## Lifecycle: [Contact/Segment]

### Current State
- Stage: [Current]
- Time in stage: [Duration]
- Score: [X]/100

### Next Stage Criteria
| Requirement | Status |
|-------------|--------|
| [Criteria] | ✅/❌ |

### Readiness: [X]%

Recommended Scope

[Include Basic + Gap analysis + Recommended actions + Automation triggers + Content plan]

Complete Scope

[Include all + Full playbook + Touchpoint cadence + Success metrics + Risk assessment]

Pre-Delivery Validation

Before delivering lifecycle management:

Output Location

Save lifecycle to: ./docs/crm/lifecycle-[contact]-[YYYY-MM-DD].md

Next Steps

After lifecycle management, consider:

/crm:sequence - Create automation sequence
/crm:score - Update lead score
/leads:nurture - Design nurture campaign