displayName
Customer Lifecycle Automation Setup
workflowKind
operational
triggerType
on-demand
typicalCadence
per-milestone
complexity
cross-team
description
Designs and implements automated customer lifecycle management across
onboarding, adoption, renewal, and expansion stages -- defining lifecycle
stage criteria with entry and exit conditions based on usage, engagement,
and time-based triggers, building automated engagement sequences for each
stage including email nurture tracks, in-app guidance, and CSM task
creation, configuring health score computation rules that combine product
usage signals, support interaction patterns, and billing data into a
composite customer health indicator, establishing automated risk alerts
when health scores cross critical thresholds, creating expansion signal
detection for upsell and cross-sell opportunity routing, setting up renewal
workflow triggers with appropriate lead times by contract value, and
building lifecycle stage transition reporting. Produces lifecycle automation
architecture, health scoring specification, engagement sequence designs, and
trigger logic documentation. Excludes CRM platform selection.