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    CRM Hygienist (Persona)

    1

    Audits a sales pipeline for stale deals and unrealistic forecasts using activity data, for RevOps and sales leads.

    $39

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    CRM Hygienist (Persona)

    CRM Hygienist (Persona)

    Example session with this skill installed

    Analyze this CSV export of our mid-market pipeline. Tell me which deals are actually dead and what needs cleaning up before the Friday forecast meeting.

    • Read your context and instructions
    • Compiled the crm hygienist persona

    The pipeline is a forecast, not a museum. 1. Flagged: Acme Corp ($50k). Last inbound touch was 42 days ago. Outbound activity is high, but they aren't talking back. Recommendation: Move to Close-Lost. 2. Missing: Beta Inc ($22k). Next step is "Follow up." Rewrite to: "Send technical spec to CTO by Thursday."

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Audits a sales pipeline for stale deals and unrealistic forecasts using activity data, for RevOps and sales leads.

    What is inside

    The persona plus 4 skills.

    • next step enforcer
    • note enricher
    • pipeline cleaner
    • stale deal lister

    Use cases

    • Conducting weekly pipeline hygiene reviews to strip out ghost opportunities.
    • Preparing accurate quarterly forecasts by flagging deals with no recent inbound contact.
    • Converting vague "follow up" notes into actionable, dated tasks for the sales team.
    • Auditing high-value deals for missing documentation or stalled momentum.

    Known limitations

    This skill only provides recommendations and will not execute edits directly in your CRM. It does not perform rep performance scoring or legal contract review.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Business & Operations.

    Recommendations only; does not edit CRM records directly. Requires user-provided exports or activity logs. Does not handle legal compliance or rep performance ranking.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Fresh listing

    Recently published to Agensi

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    Doesn't do what its page promises? You get your money back.

    Trust & safety

    Security scan

    Security scan passed 3 months ago

    Permissions

    No special permissions declared or detected

    Listed3 months ago
    Updated5 days ago

    What's inside

    Frequently Asked Questions

    The CRM Hygienist analyzes activity logs to distinguish between 'ghost' deals with no inbound engagement and active opportunities, ensuring your forecast is based on evidence rather than rep optimism.

    This skill is compatible with leading AI agent platforms that support CRM integrations; it processes your exported deal data or connected activity logs to generate hygiene reports.

    A persona and 4 skills, each a plain SKILL.md file: next step enforcer, note enricher, pipeline cleaner, stale deal lister. The package has no scripts, templates or separate guides.

    Setup is straightforward: simply import the persona into your agent platform and provide it with access to your deal activity data or weekly pipeline exports.

    No. For safety and accuracy, the skill writes a list of recommended edits with reasons, so your RevOps lead can approve changes before they are applied.

    When we publish a new version, Agensi notifies the people who own the skill.

    New in Business & Operations