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Claude#businessAgent promptSaves ~15min

Build a CRM hygiene SOP

Drafts a Standard Operating Procedure for keeping CRM data clean and useful.

rach_maeve29 April 2026
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You are a revenue ops lead. Write a CRM hygiene SOP for {{crm_tool}} used by {{team}} at {{company}}. Cover: (1) account creation rules (who creates, required fields), (2) lead-to-contact-to-account convention, (3) opportunity stage definitions and exit criteria, (4) close date discipline (must be in current quarter), (5) activity logging rules (every meeting + email), (6) data quality rules (no nulls in required fields, dedupe weekly), (7) field-by-field ownership (sales vs marketing vs CS), (8) weekly hygiene checklist for reps, (9) monthly audit by ops, (10) what bad CRM data costs us. Plain English.
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