# Crm Hygiene > Use to enforce stage definitions, next-step requirements, and data completeness Use when this capability is needed. - Skill: `tomevault-io/crm-hygiene` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/crm-hygiene` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/crm-hygiene/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Marketing & Growth - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/crm-hygiene --- # CRM Hygiene Playbook Skill ## When to Use - Preparing for pipeline inspections or forecast calls. - Auditing data quality before exec reviews or board decks. - Coaching reps on consistent CRM updates. ## Framework 1. **Stage Definitions** – document entry/exit criteria and mandatory fields for each stage. 2. **Data Completeness** – ensure next steps, close dates, contacts, and products are filled. 3. **Aging Thresholds** – define acceptable days-in-stage and automatic escalation triggers. 4. **Exception Handling** – outline how to request overrides or re-open closed deals. 5. **Monitoring** – schedule hygiene dashboards + alerts for missing data. ## Templates - Stage checklist (fields + approvers per stage). - Hygiene scorecard for reps/managers. - Escalation request form for data overrides. ## Tips - Automate reminders for missing next steps or overdue close dates. - Pair with forecasting enablement to keep assumptions grounded. - Share hygiene scores transparently to drive accountability. --- --- > Converted and distributed by [TomeVault](https://tomevault.io/claim/gtmagents) — claim your Tome and manage your conversions.