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BB crm-hygiene-sweep

Have a proactive agent sweep a CRM (HubSpot, Salesforce, Pipedrive) on a schedule for the things that quietly rot a pipeline: deals with no next step, close dates in the past, deals untouched for weeks, contacts with no owner, and duplicate records, reported per owner with suggested fixes a human approves. Use when asked to clean up my CRM, find stale deals, have Duet check HubSpot every week, which deals have no next step, or pipeline hygiene check. Produces the sweep rules, the per-owner list of issues with the evidence, the suggested fix per line, and the weekly summary numbers; it never edits, merges or deletes records itself.

mohitagw15856/pm-claude-skills Agent Skills author: mohitagw15856 1 file body ≈ 664 tokens Open the sourcegithub.com↗ analyzed 3 d ago

Have a proactive agent sweep a CRM (HubSpot, Salesforce, Pipedrive) on a schedule for the things that quietly rot a pipeline: deals with no next step, close…

As a process B 72/100 · Nearly there — weak spots: when it triggers, running it twice, progress reporting

ProcedureHubSpotSalesforceSales and CRMtype and topics are labelled automatically from the skill text
Runs in: Claude / Claude Code ChatGPT / Codex Gemini CLI Cursor GitHub Copilot / VS Code Qwen Code Kimi Code CLI Z.ai (GLM) DeepSeek (Deep Code) Mistral Vibe LangChain (deepagents) OpenClaw Goose OpenCode
JSON
Technical rating
B
94/100
safety, quality, tests
Safety 60%
100
Quality 40%
86
Run on models
none yet
Process rating
B
72/100
Nearly there
Progress reporting w 2
0
When it triggers w 12
20
Running it twice w 4
30
the three weakest of ten parameters · all ten
This is a copy of a skill from another catalog; the rating counts the canonical one: crm-hygiene-sweep (mohitagw15856/pm-claude-skills)

How to improve

    For the model run — optional
    • Your own cases (evals/evals.json, 4–6 real requests with expected answers): the full check would then run those instead of a model-drafted suite.
    • A spec.yaml with trigger phrases and assertions — a behaviour contract for CI; `skilltest init` writes a template.

    Guard findings · 0

    ✓ No critical or high findings

    Files scanned: 1. Evidence is masked. Grey chips explain why severity was lowered.

    Against the Agent Skills spec

    • note frontmatter-key unknown frontmatter key "duet"

    Process rating: all ten parameters 72/100

    • 0Progress reporting. Says nothing while it works
    • 20When it triggers. No condition that starts the skill
    • 30Running it twice. 1 mutating operations with no state check
    • 55Failures and branches. 1 branches
    • 60Result and completion. Output format stated, no completion criterion
    • 70Inputs and preconditions. Inputs and preconditions are listed
    • 100Tools and files. No external tools needed
    • 100Steps. 20 steps
    • 100Consistency. Name and required fields are in place
    • 100Execution cost. Instruction body is 664 tokens

    Everything here is measured from the skill text rather than judged by a model, so the numbers are checkable. A parameter weighs more when it is a more common reason for the process to stall.

    Quality signals

    • +5Description has no quoted example phrases that should trigger the skill
    • +4Description does not say when NOT to use the skill (false activations)
    • +1No license
    • +2Single-language instructions
    • +3Description length 638: enough signal without eating the budget
    • +4Structure: 9 headings
    • +3Step-by-step instructions: 20 items
    • +3Output format is stated explicitly
    • +4Has examples (0 code blocks)

    Quality base 70; lint remarks subtract, signals add up to 100. Result: 86.