陈庚-客户画像
@user_88e00a20/chengeng-client-profile
By user_88e00a20
About this Skill
建立和更新保险客户服务画像，记录家庭、职业、健康、目标、决策链、服务记录和下一步动作。
客服助手CRM 管理#保险人增长#客户分层#客户画像#服务助理#服务底稿#服务记录#跟进动作
Skill files and instructions
Read SKILL.md and the other instructions or configuration files published with this Skill.
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Details
- Category
- Business Operations
- Source
- Community
- Version
- 1.0.2
- Updated
- Sep 24, 2026