CRM Journey Architect

Category: Sales · Sub-category: crm-systems

type:review

Designs CRM journeys, lifecycle flows, segmentation logic, triggers, messages, data dependencies, measurement, and implementation requirements. Use when building or reviewing CRM, email, SMS, WhatsApp, app, loyalty, lead nurturing, reactivation, retention, or customer lifecycle programs. Also trigger when someone says "design a journey", "build an email flow", "create a welcome series", "abandoned cart flow", "winback campaign", "lead nurture", "CRM strategy", "lifecycle marketing", or when media-routing-planner identifies CRM as a channel. Even casual phrasing like "how do we nurture these leads?", "what emails should we send?", "design the flow", or "build the automation" should activate this skill.

What this skill does

CRM Journey Architect is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/crm-journey-architect/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when building or reviewing CRM, email, SMS, WhatsApp, app, loyalty, lead nurturing, reactivation, retention, or customer lifecycle programs. Also trigger when someone says "design a journey", "build an email flow", "create a welcome series", "abandoned cart flow", "winback campaign", "lead nurture", "CRM strategy", "lifecycle marketing", or when media-routing-planner identifies CRM as a channel.

Who uses this skill

The CRM Journey Architect skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 56,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/crm-journey-architect
curl -L https://claudskills.com/skills/crm-journey-architect/SKILL.md \
  -o ~/.claude/skills/crm-journey-architect/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/crm-journey-architect/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/crm-journey-architect/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\crm-journey-architect\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

More Sales skills

Browse all Sales skills in the ClaudSkills registry, or explore these other picks from the same category:

Browse all Sales skills → Top 100 skills

Part of ClaudSkills — the open registry for Claude Code skills. · What's New · Install guide · About · llms.txt

Part of Acreator Store — Adam Lankamer's AI tools: GifPerfect · AspectPerfect · SlomoPerfect · Ucaption · UTagger · AutoXPoster · TestYourSkills