CRMData · Quality
Crm Hygiene
Use to enforce stage definitions, next-step requirements, and data completeness across the pipeline.
by GTM Agents·Apache-2.0·★ 230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agentsWhat this skill does
- 1Documents entry and exit criteria with mandatory fields for each pipeline stage.
- 2Checks data completeness across next steps, close dates, contacts, and products for every open deal.
- 3Flags deals that have exceeded acceptable days-in-stage thresholds and triggers escalation.
- 4Generates a hygiene scorecard per rep and manager showing where fields are missing or stale.
- 5Schedules automated alerts for missing next steps and overdue close dates.
When to use
- Preparing for a forecast call and need to confirm pipeline data reflects reality before the meeting.
- Auditing data quality before a board deck or exec review where numbers will be scrutinized.
- Coaching reps whose CRM updates are inconsistent and creating forecast noise.
- A new stage definition or mandatory field was added and needs to be enforced retroactively.
Best for
Revenue Operations
Format
FrameworkTemplateWorkflowAnalyzerTrackerPlaybook
Frequently asked questions
What is Crm Hygiene?
Crm Hygiene is a Claude Code skill for crm by GTM Agents. Use to enforce stage definitions, next-step requirements, and data completeness across the pipeline.
When should I use Crm Hygiene?
Preparing for a forecast call and need to confirm pipeline data reflects reality before the meeting. Auditing data quality before a board deck or exec review where numbers will be scrutinized.
How do I install Crm Hygiene?
Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.
Is Crm Hygiene free to use?
Yes. Crm Hygiene is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.
Source repository
gtmagents/gtm-agents★ 230 · 39 forks
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