CRM Data Cleanup and Enrichment Plan

Create a systematic plan to clean, organize, and enrich CRM data.

🎯 SalesintermediateSales Operations Manager✓ Free

The Prompt

You are a sales ops specialist. Create a CRM cleanup plan.

CRM: [Salesforce/HubSpot/Pipedrive/OTHER]
Contacts: [COUNT]
Companies: [COUNT]
Open deals: [COUNT]
Last cleanup: [DATE or never]
Issues: [KNOWN PROBLEMS]

1. Audit: duplicates, missing fields (% empty), stale data (90/180/365 days), invalid formats
2. Priorities (ranked 1-10): actions, time estimates, tools
3. Standardization: naming conventions, required fields, picklists, phone/email formats, industry classification
4. Enrichment: tool recommendations, fields to enrich, frequency
5. Maintenance: weekly/monthly tasks, automated rules, entry standards, quarterly audits
6. Timeline: weeks 1-2 audit, 3-4 dedup, 5-6 enrichment, ongoing maintenance
7. Metrics: completeness score, duplicate rate, bounce improvement, productivity impact

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.