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crm-hygiene

majiayu000
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About

The crm-hygiene skill enforces data quality and process consistency in a CRM pipeline, ideal for preparing audits or coaching reps. Its framework validates stage definitions, data completeness, aging thresholds, and exception handling. Developers can use it to automate hygiene checks, generate scorecards, and trigger alerts for missing information.

Quick Install

Claude Code

Recommended
Plugin CommandRecommended
/plugin add https://github.com/majiayu000/claude-skill-registry
Git CloneAlternative
git clone https://github.com/majiayu000/claude-skill-registry.git ~/.claude/skills/crm-hygiene

Copy and paste this command in Claude Code to install this skill

Documentation

CRM Hygiene Playbook Skill

When to Use

  • Preparing for pipeline inspections or forecast calls.
  • Auditing data quality before exec reviews or board decks.
  • Coaching reps on consistent CRM updates.

Framework

  1. Stage Definitions – document entry/exit criteria and mandatory fields for each stage.
  2. Data Completeness – ensure next steps, close dates, contacts, and products are filled.
  3. Aging Thresholds – define acceptable days-in-stage and automatic escalation triggers.
  4. Exception Handling – outline how to request overrides or re-open closed deals.
  5. Monitoring – schedule hygiene dashboards + alerts for missing data.

Templates

  • Stage checklist (fields + approvers per stage).
  • Hygiene scorecard for reps/managers.
  • Escalation request form for data overrides.

Tips

  • Automate reminders for missing next steps or overdue close dates.
  • Pair with forecasting enablement to keep assumptions grounded.
  • Share hygiene scores transparently to drive accountability.

GitHub Repository

majiayu000/claude-skill-registry
Path: skills/crm-hygiene

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