Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
免费在 GitHub 公开
crm-field-audit
Audit CRM fields by fill rate, format, and use, and propose keep, fix, or retire for each.
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查看安装方法包含的文件（1）
- SKILL.md1.3 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
CRM field audit
Use this for one object at a time, or for the fields behind a named report.
Record the export
State the export date, object, filter, row count, and the list of fields included. If the export is partial or filtered, say so before any figure.
Measure each field
For each field record:
- fill rate as a count and a percentage;
- format problems, such as mixed date styles, free text in a picklist, or mixed currencies;
- distinct values and the most common ones;
- whether a report, rule, or automation uses it;
- who, if anyone, owns its definition.
Flag fields that look filled but hold placeholders such as "n/a", "tbc", or a default date.
Keep, fix, or retire
Label each field keep, fix, or retire, with one line of reason and the report it affects. For fix, name the smallest change: a picklist, a required rule, or a backfill from a named source. For retire, list what still reads the field.
Return the list for the CRM owner to approve.
Never fill a blank field with a guess, and do not change, hide, or delete a field or record yourself.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
Write ad variants that each test one idea, within platform limits and supported claims.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新