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-hygiene-report
Report CRM health for a period with counts, trends, owners, and the next fixes.
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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 hygiene report
Use this weekly or monthly, from dated exports compared with the last report.
Headline counts
Open with the export dates and row counts, then give each count against the last period:
- records with no owner;
- key fields below the agreed fill rate;
- likely duplicate pairs open;
- deals past close date or stale in stage;
- leads with no owner after a day.
Say which change matters most and which report it affects.
By owner and object
Break the counts down by object and by owner. Show where problems cluster and whether they are new or old. Keep the tone neutral; the aim is to fix the data, not to rank people.
Next fixes
List three to five fixes in order, each with the count it would clear, the report it helps, the owner who must approve it, and a suggested date. Note fixes from the last report that are still open.
Never guess a missing value to improve a count, and do not hide records to make a trend look better. Do not merge, delete, reassign, or edit CRM records yourself; the owners make each change.
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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
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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
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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