CRM Hygienist — Persona

The problem

Sales pipelines rot when optimism outweighs evidence. Deals that should be closed-lost stay open for months, bloating forecasts and burying real opportunities under a mountain of stale data.

What it does

• Identifies stale deals by distinguishing between outbound activity and actual inbound engagement.
• Flags missing or vague next steps and proposes concrete actions with owners and dates.
• Ranks pipeline cleanup tasks by deal value to prioritize high-impact revenue corrections.
• Generates a reviewable list of recommended CRM edits based on activity logs and deal age.
• Cites specific evidence for every recommended change to justify moving or closing a deal.

Why this beats prompting it yourself

Most LLMs are too polite to tell you your pipeline is lying to you. This skill enforces a strict evidence-bound logic that ignores "good feelings" and focuses on activity dates, ensuring your forecast reflects reality rather than rep optimism.

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.