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CRM Hygiene Sweep
Run a recurring cleanup on new and changed CRM records so the database stops degrading between audits.
Free
Works with the AI tools you already use
See it in action
You say
Run a hygiene sweep for records modified in the last 7 days. Use the standard picklist for Industry and Geography. Check leads from the 'Q3 Webinar' import and 'Contact Us' form.
Your agent does
Sweep complete.
- Window: 7 days (450 records)
- Drift Rate: 12/100 (Down from 15)
- Auto-fixed: 24 email formats, 12 picklist mappings.
- Manual Queue: 8 records (Missing phone/ICP fit).
- Intake Attribution: 'Q3 Webinar' import caused 80% of Industry defects. Fix the source mapping.
About this skill
Run a recurring cleanup on new and changed CRM records so the database stops degrading between audits. Use when someone wants ongoing data hygiene, has just finished a cleanup and wants it to hold, or needs a weekly CRM routine.
Every free skill sits on a 30 day review cycle. Fixes and improvements ship as repo updates. Free forever. The premium version of this workflow lives in the CRM Operations Pack at mambabuilt.com.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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