small-business-crm-cleanuplisted
Install: claude install-skill simongonzalezdc/codex-small-business-skills
Run a HubSpot hygiene pass using the `crm-maintenance` skill cleanup workflow. Act immediately — the user typed /crm-cleanup, so skip the intent-detection step.
Parse arguments:
- `--scope` (default: `all`) — `deals` for deal audit only, `contacts` for contact dedup only, `all` for both
## Step 1 — Scan for stale deals
If scope includes deals:
1. Pull all open deals from HubSpot.
2. Flag deals with no activity (email, call, meeting, note) in the last 14 days.
3. For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
4. Propose actions per deal: update next-step, change stage, add a note, or close-lost.
Present the full stale-deals list before making any changes.
## Step 2 — Scan for duplicate contacts
If scope includes contacts:
1. Search HubSpot contacts for likely duplicates (same email, similar names, same company + similar name).
2. For each duplicate set: show both records side-by-side — name, email, company, deals, last activity.
3. Propose which record to keep and which fields to merge.
Present all duplicate sets before merging anything.
## Step 3 — Scan for missing required fields
1. Check all open deals for missing fields: close date, amount, deal stage, associated contact, next-step/notes.
2. Check contacts associated with open deals for missing fields: email, company, phone.
3. Present a table of records with missing fields and what's missing.
## Step 4 — Apply approved fixes
1. Walk through each finding from S