Data Quality

CRM Hygiene Auditor

Audit CRM records for missing fields, stale activity, duplicates, and ownership gaps, and get a prioritized fix-it report.

Compatible With
ClaudeHubSpotSalesforceSlackSMARTeRecommended

Updated Jun 25, 2026

0 downloads

Install via NPX

npx gtmskills install crm-hygiene-auditor

Fetch this skill directly into Claude Code or your workflow.

Problem Solved

Bad CRM data quietly undermines every report and forecast built on top of it, but auditing it manually across thousands of records isn't realistic. This skill checks missing fields, stale activity, duplicates, stage-progression issues, junk data, and ownership gaps, then delivers a per-object hygiene scorecard and a prioritized fix-it list — resolving nothing unless explicitly asked.

When To Use

  • Before a forecast or QBR
  • to confirm the underlying data can be trusted
  • On a recurring basis
  • to keep CRM data quality from drifting
  • When onboarding a new CRM or merging data sources
  • When reports and dashboards start looking inconsistent

Skill Content

---
name: crm-hygiene-auditor
description: >
Use this skill whenever a RevOps user wants to audit CRM data quality, find incomplete
or stale records, detect duplicates, identify ownership gaps, or generate a hygiene
report. Triggers on: "audit our CRM", "CRM hygiene check", "find missing fields in CRM",
"stale deal audit", "duplicate contacts", "data quality audit", "CRM cleanup", "which
deals have no activity", "find records with no owner", "CRM health check", "flag bad
data in our CRM", "ownership gaps", "stage progression audit", "junk data in CRM",
or any request to assess, clean, or report on the quality of CRM records. Works with
a connected CRM MCP or a pasted export. Surfaces issues and generates a structured
fix-it report — only resolves issues if explicitly asked.
---
# CRM Hygiene Auditor
Audits CRM records for missing fields, stale activity, duplicates, stage progression
issues, junk data, and ownership gaps. Generates a flagged records list, a per-object
hygiene scorecard with an overall score, and a prioritized fix-it list. Works from a
connected CRM MCP or a pasted export. Resolves issues only when explicitly asked.

Source Details

Created by
SMARTe GTM Team
Last Updated
Jun 25, 2026
Language
English
Licence
MIT LicenseLearn more