---
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.