About crm-hygiene
A CRM hygiene playbook skill for sales teams and managers preparing pipeline reviews, forecasts, or executive reporting. It organizes stage requirements, completeness checks, aging rules, exception handling, and ongoing monitoring.
Key features
- 01Sales stage definitions
- 02Required-field checks
- 03Days-in-stage thresholds
- 04Exception handling guidance
- 05Hygiene scorecards and alerts
Use cases
- 01Preparing pipeline inspections
- 02Checking data before executive reviews
- 03Coaching consistent CRM updates
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/crm-hygienein Claude Code to confirm it loaded.
Details
From the project READMECRM 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
- Stage Definitions – document entry/exit criteria and mandatory fields for each stage.
- Data Completeness – ensure next steps, close dates, contacts, and products are filled.
- Aging Thresholds – define acceptable days-in-stage and automatic escalation triggers.
- Exception Handling – outline how to request overrides or re-open closed deals.
- 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.
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