crm-hygiene-audit

Community

Score CRM health and propose fixes.

Authort0ddc3by
Version1.0.0
Installs0

System Documentation

What problem does it solve?

CRM health checks often miss hidden risks like incomplete required fields, inconsistent pipeline stages, duplicates, and data decay that quietly degrade reporting and forecast quality.

Core Features & Use Cases

  • Point-in-time CRM hygiene scoring: Produces an overall hygiene score plus dimension scores for completeness, accuracy, and recency.
  • Stage-aware completeness review: Identifies missing required fields by stage gate so RevOps can prioritize what breaks conversion and coverage.
  • Anomaly discovery with remediation proposals: Flags logic/format issues and staleness patterns, then returns prioritized, human-reviewable correction proposals instead of directly editing CRM records.
  • Weekly hygiene reporting for RevOps review: Helps RevOps prep operational feedback for sharing with Sales management.

Quick Start

Use crm-hygiene-audit to generate a weekly CRM hygiene scorecard with prioritized remediation proposals for RevOps review.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-hygiene-audit
Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#crm-hygiene-audit

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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