pipeline-hygiene-review

Purpose

Review pipeline records for stage accuracy, stale deals, missing fields, and next-action clarity.

Use when

• Pipeline visibility is unclear and stages/next steps may be outdated.
• You need a read-only cleanup plan before any CRM updates are made by humans.

Required inputs

• Current pipeline export or summary [client-provided].
• Stage definitions and SLA expectations from context/BRAND-CONTEXT.template.md and context/CLIENT-CONTEXT.template.md.
• Any required CRM fields and owner assignments.

Safety/authority

• No direct CRM edits; produce draft recommendations only.
• No invented deal activity, revenue, or probability values.
• Flag missing/ambiguous data explicitly.

Workflow

1. Check each opportunity against stage criteria and recency thresholds.
2. Identify missing required fields, ambiguous owners, and stalled records.
3. Recommend disposition actions (advance, hold, nurture, close-lost pending validation).
4. Prioritize cleanup tasks by impact and urgency.

Output format

- Pipeline hygiene summary
- Issue table (record | issue | evidence | suggested action)
- Prioritized cleanup queue
- Data gaps to resolve

Quality checks

• All flags trace to supplied pipeline evidence.
• Recommended actions map to defined stage/SLA rules.

Related skills

crm-workflow-blueprint, lead-qualification, salesportl-account-handoff