SKILL.md
77 lines · 853 words
CRM hygiene
When to load this mode
The user says "the pipeline number is wrong," "the forecast keeps missing," "our CRM is a graveyard," or "I can't trust the data." Load for pipeline audit, contact-data cleanup, stale-deal sweep, or a defensible forecast. Pairs with operating-rhythm — the CRM feeds the weekly tactical's pipeline-coverage number.
What CRM hygiene is for
A CRM is a single source of truth for two questions: what is the realistic next 90 days of revenue, and which deals deserve an hour this week. Both answers degrade fast. Stale stages, duplicates, unowned deals, "next step: follow up" with no date — each is a small lie. The forecast sums them.