crm-data-health-check
Skill9 starsChanged 10 days agoCC-BY-4.0View on GitHub
Use when the user wants to know whether their CRM pipeline data can be trusted: missing or contradictory fields, deal hygiene problems, win rate by source and industry, and how win rate and sales speed have trended. Examples: "can we trust our CRM data", "audit our pipeline data", "why does our win rate look wrong", "what is broken in our deals". Works from CSV exports of companies and deals from HubSpot, Salesforce, Attio or a similar CRM. It gives recommendations only.
In this repository37 other files it gives its agents.
- account-audit-by-cadenceSkill
- account-engagementSkill
- account-health-checkSkill
- ad-hoc-querySkill
- audience-fit-checkSkill
- benchmark-comparisonSkill
- budget-re-allocationSkill
- campaign-group-scoreboardSkill
- capping-recommendationSkill
- company-account-routingSkill
- conversion-ad-weekly-checkSkill
- cost-per-retargetable-memberSkill
- creative-decay-watchlistSkill
- landing-page-cpc-reportSkill
- linkedin-abm-account-penetrationSkill
- linkedin-audience-demographicsSkill
- linkedin-benchmark-contextSkill
- linkedin-campaign-early-readSkill
- linkedin-creative-fatigue-reportSkill
- linkedin-creative-performanceSkill
- linkedin-performance-kpisSkill
- manager-monthly-reportSkill
- market-benchmark-comparisonSkill
- monthly-targeting-reviewSkill
- multichannel-performance-rollupSkill
- no-deal-warm-leads-finderSkill
- pacing-check-against-scheduleSkill
- pausing-low-performing-adsSkill
- signal-list-routineSkill
- silent-watchers-finderSkill
- social-signals-to-pipelineSkill
- traffic-analysisSkill
- video-quality-checkSkill
- warm-lead-handoffSkill
- waste-budget-detectionSkill
- weekly-reportingSkill
- whos-looking-at-your-buying-pagesSkill
The file
We split this skill into the rules it gives an agent
6 rules. About 0 are common, 6 are distinctive, and 0 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈6
Distinctive · estimate
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
Licensed with conditions — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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