When to use
Use this when an owner asks for an inbound SDR or follow-up agent first, and the CRM still has missing stages, duplicate companies, or deals that have not moved in weeks.
Prerequisites
- One CRM as the source of truth (HubSpot, Pipedrive, or similar)
- A stale threshold you can live with (example: 14 days with no activity)
- A human who will review the first week of flags
SKILL.md
First half on the page. The rest is one click — no email. Crawlers get the full file either way.
--- name: crm-hygiene-loop description: Flag stale deals and missing required fields before standing up SDR or follow-up agents. Use when CRM data is the bottleneck, not headcount. Never delete, merge, or email a contact from this skill. --- # CRM hygiene loop ## Flow 1. Pull open deals missing stage, owner, or next step. 2. Flag deals with no activity past the stale threshold. 3. Write a weekly digest to the owner — do not auto-close. 4. After two clean weeks, consider inbound follow-up. ## Watch for - Records with no last-activity past the stale threshold. - Companies missing industry, employee count, or revenue band. - Deals sitting in one stage longer than 2× the median for that stage. - Contacts with bouncing emails, surfaced to the owner. - Duplicate companies — list them, do not merge. - Notes from calls with no follow-up task. ## Safeguards - Never delete or merge without a human confirm. - Never email the contact from this skill. - Never mark a deal closed-lost without confirmation. - Escalate if more than 30% of open deals are stale — that's a process problem, not a script problem. ## Example digest ``` Week of Aug 4 · 142 open deals - 18 missing next step - 11 stale > 14 days - 4 duplicate companies Action: owner reviews the 11 stale deals by Friday. Nothing auto-closed. ``` ## Add it to your agent Read this file and follow the instructions. Dry-run against last quarter before anything writes back to the CRM.
Still ungated. Page stays short until you ask.
Common questions
Will this delete or merge records on its own?
No. It flags. A human confirms deletes and merges. If more than 30% of open deals are stale, that's a process problem — the skill escalates instead of 'cleaning' by force.
Why start here instead of a sales agent?
An SDR agent on dirty data emails the wrong person about the wrong product. Hygiene is the cheapest agent you'll ship, and everything after it inherits a cleaner surface. We wrote this up in field note 048.