← ClaudeAtlas

crm-hygiene-scannerlisted

Use when auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads', 'pipeline cleanup'.
Othmane-Khadri/gtm-engineer-playbook · ★ 41 · AI & Automation · score 81
Install: claude install-skill Othmane-Khadri/gtm-engineer-playbook
# CRM Hygiene Scanner Scan a CSV export of CRM data (contacts, companies, or deals), detect duplicates, flag stale records, measure data completeness, calculate an overall quality score, and produce a prioritized cleanup plan. This is a read-only audit — the original file is never modified. ## Tools Used - **Read** — load the CSV file and any existing hygiene reports - **Write** — save the hygiene report to `docs/crm-hygiene-report.md` - **Bash** — run Python one-liners for CSV parsing, fuzzy matching, and statistical analysis - **Glob** — check for existing reports before overwriting ## Methodology Follow these steps in order. Do not skip steps. Do not fabricate data. ### Step 1: Input Ask the user for four pieces of information before proceeding: > To run the CRM hygiene scan, I need: > > 1. **CRM export file path** — path to the CSV file on disk > 2. **Data type** — is this contacts, companies, or deals/opportunities? > 3. **CRM system** — which CRM did this come from? (HubSpot, Salesforce, Pipedrive, or other) > 4. **Critical fields** — which fields matter most for your business? (e.g., email, phone, company name, deal stage, last activity date, owner) Wait for all four answers. Do not assume defaults. Once the user responds, validate the CSV path exists using Read. If the file is not found, tell the user and ask for the correct path. ### Step 2: Data Profiling Read the CSV and build a profile of the dataset. Use Bash with Python one-liners for parsing. Produ