crm-hygiene-scanner

Audit CRM CSV exports for duplicates, stale records, and completeness.

53|11|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/Othmane-Khadri/gtm-engineer-playbook --skill crm-hygiene-scanner
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm-hygiene-scanner
Source: https://github.com/Othmane-Khadri/gtm-engineer-playbook/tree/main/.claude/skills/gtm-playbook/crm-hygiene-scanner
Command: npx skills add https://github.com/Othmane-Khadri/gtm-engineer-playbook --skill crm-hygiene-scanner

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the critical issue of poor data quality in CRM systems, which leads to wasted sales efforts, inaccurate reporting, and missed opportunities.

Core Features & Use Cases

  • Duplicate Detection: Identifies exact and fuzzy duplicates across contacts, companies, and deals.
  • Staleness Analysis: Flags inactive or outdated records based on customizable criteria.
  • Data Completeness Scoring: Assesses the fill rate of critical fields and suggests enrichment.
  • Prioritized Cleanup Plan: Generates an actionable roadmap for data improvement.
  • Use Case: A sales operations manager can use this skill to audit their HubSpot CRM export, identify duplicate leads, find stale opportunities, and get a clear plan to clean the data before a major marketing campaign.

Quick Start

Use the crm-hygiene-scanner skill to clean my CRM data from the file '/path/to/my/crm_export.csv'.

Frequently Asked Questions about crm-hygiene-scanner

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I audit CRM data exports to find duplicates and stale records?

Auditing CRM data requires parsing CSV exports with bash, python, and glob to detect fuzzy duplicates, identify stale records, score data completeness, and output a prioritized cleanup plan for sales operations.

What is fuzzy matching for duplicate detection in CRM data hygiene?

Fuzzy matching identifies non-exact duplicate contacts, companies, and deals within CRM exports by finding similar text patterns, preventing wasted sales efforts and inaccurate reporting.

Can I use python and bash to score data completeness in my CRM export?

Yes, python and bash can assess the fill rate of critical fields in CRM CSV exports, generating a data quality score and suggesting field enrichment to improve data completeness.

Does the CRM data audit support HubSpot exports for sales operations?

Yes, the audit supports HubSpot exports in CSV format, allowing sales operations managers to identify duplicate leads, find stale opportunities, and generate a clear cleanup plan.

What is the best way to prioritize a CRM data cleanup plan before a marketing campaign?

The best way to prioritize a CRM cleanup is generating an actionable roadmap based on a data quality score, flagging stale records and duplicates to improve campaign efficiency.

Do I need glob to parse CSV files for lead management data hygiene?

Yes, glob is required alongside bash and python for file system operations and data parsing when auditing CSV files to detect duplicates and assess data completeness for lead management.