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