Claude skill · RevOps and CRM
CRM audit for HubSpot: fix the data behind your decisions
CRM hygiene audit checks your CRM read-only for duplicates, empty key fields, wrong lifecycle stages, leads with no owner and stale deals, ranks each problem by the decision it breaks, and writes a fix plan with rules that stop it coming back.
Claude Code/plugin marketplace add revops-lab/agents/plugin install crm-ops@revopslab
What does CRM hygiene audit do?CRM hygiene audit checks your CRM read-only for duplicates, empty key fields, wrong lifecycle stages, leads with no owner and stale deals, ranks each problem by the decision it breaks, and writes a fix plan with rules that stop it coming back.
What you get
- A health score per object
- Top problems by impact, with record counts
- A fix plan and prevention rules
- An export taken before any change
What it asks you
Only what your website, CRM and company context cannot answer.
- Which decisions do you make from the CRM?
- May I merge records, or only list them?
The method
Fix what drives a decision
Clean-ups fail when they try to fix everything. Ranking by the forecast, routing or attribution each problem breaks puts effort where it pays.
The research behind it: Commercial excellenceReads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Company owner
- Lifecycle stage
- Lead status
- Number of associated contacts
- Close date
- Amount
- Closed lost reason
- Next activity date