All skills
Sales
CRM hygiene layer
A nightly check of the CRM against ten invariants: duplicates, leads with no next step, contradicting statuses.
CRMPostgres
When to run it
Runs every night, or "check the CRM".
The steps
- 01Runs ten invariant checks across every record
- 02Classifies every exception by category and severity
- 03Auto-fixes only what is on the allowlist, reports the rest
- 04Logs every change with its reason
What comes out
A short morning report: what was fixed, what waits for a human decision.
SKILL.mdClaude Code · Skills
--- name: crm-hygiene description: A nightly check of the CRM against ten invariants: duplicates, leads with no next step, contradicting statuses. category: Sales --- ## When to run it Runs every night, or "check the CRM". ## The steps 1. Runs ten invariant checks across every record 2. Classifies every exception by category and severity 3. Auto-fixes only what is on the allowlist, reports the rest 4. Logs every change with its reason ## What comes out A short morning report: what was fixed, what waits for a human decision.
Got a process that's blocking the organization? Let's open it.
30 minutes. No selling, no slides. We map the first step together and check whether there is ROI here.
This is what a Tuesday morning looks like, three months after we start:
- The procurement manager doesn't type orders. She approves them.
- The shift manager gets a brief at 6:50, before he walks onto the floor.
- The IT person answers questions. He is no longer the bottleneck.