gtm-engineer-playbook: Skill for Claude Code

CRM Hygiene Scanner

Scan a CSV export of CRM data (contacts, companies, or deals), detect duplicates, flag stale records, measure data completeness, calculate an overall quality score, and produce a prioritized cleanup plan. This is a read-only audit — the original file is never modified.

Tools Used

• Read — load the CSV file and any existing hygiene reports
• Write — save the hygiene report to docs/crm-hygiene-report.md
• Bash — run Python one-liners for CSV parsing, fuzzy matching, and statistical analysis
• Glob — check for existing reports before overwriting

Methodology

Follow these steps in order. Do not skip steps. Do not fabricate data.

Step 1: Input

Ask the user for four pieces of information before proceeding:

To run the CRM hygiene scan, I need:

1. CRM export file path — path to the CSV file on disk
2. Data type — is this contacts, companies, or deals/opportunities?
3. CRM system — which CRM did this come from? (HubSpot, Salesforce, Pipedrive, or other)
4. Critical fields — which fields matter most for your business? (e.g., email, phone, company name, deal stage, last activity date, owner)

Wait for all four answers. Do not assume defaults.

Once the user responds, validate the CSV path exists using Read. If the file is not found, tell the user and ask for the correct path.

Step 2: Data Profiling

Read the CSV and build a profile of the dataset. Use Bash with Python one-liners for parsing.

Produce these metrics:

Metric	How to Calculate
Total records	Row count (excluding header)
Column inventory	List every column name
Data types	Infer type per column: text, email, phone, date, number, boolean, URL
Fill rate per column	(non-empty cells / total rows) * 100 — report as percentage
Date range	Oldest and newest value across all date columns
Unique vs. total values	For each key field (email, company name, phone), count unique values vs. total rows
Row completeness	Average number of filled columns per row, as a percentage of total columns