crm-cleanup

Installation
SKILL.md

Run a HubSpot hygiene pass using the crm-maintenance skill cleanup workflow. Act immediately — the user typed /crm-cleanup, so skip the intent-detection step.

Parse arguments:

  • --scope (default: all) — deals for deal audit only, contacts for contact dedup only, all for both

Step 1 — Scan for stale deals

If scope includes deals:

  1. Pull all open deals from HubSpot.
  2. Flag deals with no activity (email, call, meeting, note) in the last 14 days.
  3. For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
  4. Propose actions per deal: update next-step, change stage, add a note, or close-lost.

Present the full stale-deals list before making any changes.

Step 2 — Scan for duplicate contacts

If scope includes contacts:

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