How do I install the Deal Hygiene skill?

Run npx skillmds add majiayu000/deal-hygiene in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

What does the Deal Hygiene skill do?

Automated HubSpot deal hygiene maintenance to keep the pipeline clean and accurate. It is listed under DevOps & Infra on SkillMD.

Is Deal Hygiene safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: docs only. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Deal Hygiene?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Deal Hygiene free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Deal Hygiene?

majiayu000 (@majiayu000) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Deal Hygiene by majiayu000 — Agent Skill

Name: Deal Hygiene
Rating: 4.2 (5 reviews)
Author: majiayu000

File contents

Deal Hygiene Skill

name: deal-hygiene description: Check and fix HubSpot pipeline hygiene issues - past close dates, missing next steps, stale deals. Triggers on "deal hygiene", "pipeline cleanup", "fix close dates", "stale deals", "pipeline health check".

Purpose

Automated HubSpot deal hygiene maintenance to keep the pipeline clean and accurate.

Triggers

"deal hygiene"
"pipeline cleanup"
"fix close dates"
"stale deals"
"pipeline health check"
"check pipeline hygiene"

What It Checks

1. Past Close Dates

Deals with close dates in the past get auto-pushed to future based on stage:

Prospecting: +60 days
Discovery: +45 days
Rate Creation: +30 days
Proposal: +21 days
Negotiation: +14 days
Implementation: +14 days
Shipping: +30 days

2. Missing Next Steps

Deals without hs_next_step populated (shows as "--" in HubSpot).

3. Stale Deals

Deals with no activity for 14+ days (excluding Closed and Shipping stages).

Usage

Report Only (Check Mode)

python scripts/deal_hygiene_check.py

Auto-Fix Close Dates

python scripts/deal_hygiene_check.py --fix

Custom Stale Threshold

python scripts/deal_hygiene_check.py --fix --days 30

Integration with Daily Sync

Add to EOD sync for automatic hygiene maintenance:

# In unified_sync.py eod_sync():
subprocess.run(['python', 'scripts/deal_hygiene_check.py', '--fix'])

Output Example

============================================================
HUBSPOT DEAL HYGIENE CHECK
Date: 2025-12-30 14:30
Mode: FIX
============================================================

Checking 45 active deals...

----------------------------------------
1. PAST CLOSE DATES
----------------------------------------
  [FIXED] Athleta - Parcel Shipping Optimiz
          2025-11-30 -> 2026-01-31 (30d past)

----------------------------------------
2. MISSING NEXT STEPS
----------------------------------------
  [NEEDS ATTENTION] Everything's On The Table
                    Stage: 04-Proposal

----------------------------------------
3. STALE DEALS (>14 days)
----------------------------------------
  [21d stale] Some Deal Name                   $500,000
              Stage: 02-Discovery

============================================================
SUMMARY
============================================================
  Past close dates:      1 (fixed)
  Missing next steps:    1
  Stale deals:           1

  Total issues: 3

HubSpot Fields Used

Field	Purpose
`closedate`	Close date (Unix ms)
`hs_next_step`	Next step text
`hs_lastmodifieddate`	Last activity date
`dealstage`	Current pipeline stage

Related Skills

/pipeline-health - Quick pipeline overview
/check-tasks - Task hygiene
/cvm-goals - Goal tracking

---name: deal-hygienedescription: Automated HubSpot deal hygiene maintenance to keep the pipeline clean and accurate.--- # Deal Hygiene Skill --- name: deal-hygiene description: Check and fix HubSpot pipeline hygiene issues - past close dates, missing next steps, stale deals. Triggers on "deal hygiene", "pipeline cleanup", "fix close dates", "stale deals", "pipeline health check". --- ## Purpose Automated HubSpot deal hygiene maintenance to keep the pipeline clean and accurate. ## Triggers - "deal hygiene" - "pipeline cleanup" - "fix close dates" - "stale deals" - "pipeline health check" - "check pipeline hygiene" ## What It Checks ### 1. Past Close Dates Deals with close dates in the past get auto-pushed to future based on stage: - Prospecting: +60 days - Discovery: +45 days - Rate Creation: +30 days - Proposal: +21 days - Negotiation: +14 days - Implementation: +14 days - Shipping: +30 days ### 2. Missing Next Steps Deals without `hs_next_step` populated (shows as "--" in HubSpot). ### 3. Stale Deals Deals with no activity for 14+ days (excluding Closed and Shipping stages). ## Usage ### Report Only (Check Mode) ```bash python scripts/deal_hygiene_check.py ``` ### Auto-Fix Close Dates ```bash python scripts/deal_hygiene_check.py --fix ``` ### Custom Stale Threshold ```bash python scripts/deal_hygiene_check.py --fix --days 30 ``` ## Integration with Daily Sync Add to EOD sync for automatic hygiene maintenance: ```python # In unified_sync.py eod_sync(): subprocess.run(['python', 'scripts/deal_hygiene_check.py', '--fix']) ``` ## Output Example ``` ============================================================ HUBSPOT DEAL HYGIENE CHECK Date: 2025-12-30 14:30 Mode: FIX ============================================================ Checking 45 active deals... ---------------------------------------- 1. PAST CLOSE DATES ---------------------------------------- [FIXED] Athleta - Parcel Shipping Optimiz 2025-11-30 -> 2026-01-31 (30d past) ---------------------------------------- 2. MISSING NEXT STEPS ---------------------------------------- [NEEDS ATTENTION] Everything's On The Table Stage: 04-Proposal ---------------------------------------- 3. STALE DEALS (>14 days) ---------------------------------------- [21d stale] Some Deal Name $500,000 Stage: 02-Discovery ============================================================ SUMMARY ============================================================ Past close dates: 1 (fixed) Missing next steps: 1 Stale deals: 1 Total issues: 3 ``` ## HubSpot Fields Used | Field | Purpose | |-------|---------| | `closedate` | Close date (Unix ms) | | `hs_next_step` | Next step text | | `hs_lastmodifieddate` | Last activity date | | `dealstage` | Current pipeline stage | ## Related Skills - `/pipeline-health` - Quick pipeline overview - `/check-tasks` - Task hygiene - `/cvm-goals` - Goal tracking

Frequently asked questions