CRM hygiene audit Claude skill

Use this when the pipeline report and reality disagree. It produces a ranked list of data problems, a cleanup plan and the rules that keep data clean afterwards.

Inputs

• Exports of accounts, contacts and opportunities (or read access).
• The fields and stages the business relies on.
• The reports leadership uses, so impact can be judged.

The play

1. Inventory issues

2. Quantify and rank

Count each issue and score impact: does it break forecasting, routing, outreach or compliance? Compliance and forecast issues come first.

3. Plan the cleanup

For each issue: the fix, who decides (some merges need a human), whether it can be done in bulk safely, and the order. Merges and deletions are proposed with a sample for approval, then run in batches with a backup export first.

4. Prevent recurrence

Required fields at stage changes, validation rules, duplicate checks on create, ownership reassignment when people leave, a monthly hygiene report.

Output format

Health score: X/100
Issues (ranked): <issue - count - % of records - impact - fix - bulk-safe? - owner>
Cleanup plan: <week by week, with approval points>
Prevention: <rules to add>
Monthly report: <metrics to track>

What good looks like

• Every issue has a count and an impact, not just "data is messy".
• Opt-out compliance issues are fixed first.
• The prevention rules are light enough that reps follow them.
• The common mistake is a one-time cleanup sprint with no rules, so the data is dirty again in a quarter.

Rules

• MUST export a backup before any bulk change.
• MUST get approval with a sample before merges, deletions or bulk updates.
• MUST fix opted-out contacts in active sequences immediately.
• NEVER permanently delete records without explicit approval.

Example prompts

• "Audit these CRM exports and tell me what’s wrong, ranked by impact."
• "Our forecast is off every month. Check our opportunity data."
• "Write the hygiene rules and monthly report for our CRM."