Strategy & planning
CRM Data Model Design
A protocol for designing and auditing the customer data architecture that underpins all lifecycle, segmentation, and automation work.
When Claude uses this skill
'How should we structure our data?', 'our data model is a mess', 'events aren't consistent', or when lifecycle programs fail because the underlying data doesn't support them.
What the skill produces
A data model spec: contact properties, event taxonomy, lifecycle stage logic, identity resolution rules, and a migration plan.
Ship inside Claude
This skill runs automatically when you install Orbit.
No setup, no prompt engineering. Install the MCP extension and ask Claude any lifecycle marketing question — Orbit routes to the right skill without you having to choose.
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