CRM Audit
premium skill, $14 · crm-operations
A full CRM audit that ends in a prioritized remediation plan, not a findings list.
Install it after checkout
bash
unzip crm-audit.zip -d ~/.claude/skills/What it does
Every CRM audit finds the same things; the difference is what happens next. This skill runs the audit as audit then plan then execute: data quality, pipeline hygiene, field usage, automation state, and ownership gaps, each finding scored by business impact and sequenced into a remediation plan a team can actually run. CRM neutral by design, it works against HubSpot, Pipedrive, or Salesforce shaped data.
What it covers
- CRM
- data quality
- RevOps
- audit
- pipeline hygiene
How it arrives
- Buy it once. The download is a zip with SKILL.md at the root.
- Unzip it into your agent's skills folder.
- Invoke it by name in Claude Code, Codex CLI, Cursor or any MCP compatible agent.
- Fixes and improvements ship as updates, with release notes by email.