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skills/crm-hygiene/SKILL.md

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+---
+name: crm-hygiene
+description: Use to enforce stage definitions, next-step requirements, and data completeness
+  across the pipeline.
+---
+
+# CRM Hygiene Playbook Skill
+
+## When to Use
+- Preparing for pipeline inspections or forecast calls.
+- Auditing data quality before exec reviews or board decks.
+- Coaching reps on consistent CRM updates.
+
+## Framework
+1. **Stage Definitions** – document entry/exit criteria and mandatory fields for each stage.
+2. **Data Completeness** – ensure next steps, close dates, contacts, and products are filled.
+3. **Aging Thresholds** – define acceptable days-in-stage and automatic escalation triggers.
+4. **Exception Handling** – outline how to request overrides or re-open closed deals.
+5. **Monitoring** – schedule hygiene dashboards + alerts for missing data.
+
+## Templates
+- Stage checklist (fields + approvers per stage).
+- Hygiene scorecard for reps/managers.
+- Escalation request form for data overrides.
+
+## Tips
+- Automate reminders for missing next steps or overdue close dates.
+- Pair with forecasting enablement to keep assumptions grounded.
+- Share hygiene scores transparently to drive accountability.
+
+---