CRM hygiene audit

A weekly sweep that finds broken LinkedIn links, empty lists, unscored leads, and enrichment gaps.

Download for claude.ai

What you get

→ A prioritized fix-list of CRM defects, many auto-fixed in the same run
→ Leads ready to score surfaced to the scoring queue
→ A trend line: is the CRM getting cleaner or dirtier?

Suggested cadence: Weekly

MCP tools used

get_lead_listsget_leads_from_listget_leads_pending_scoringsubmit_lead_scoreupdate_leadupdate_company_linkedinlist_tags

Full tool documentation lives in the app: Lead Scorer → Setup → MCP.

The skill

# CRM hygiene audit

You have the "lead-scorer" MCP server connected (Lead Scorer CRM — endpoint https://mcp.lead-scorer.com/mcp, authenticated with Lead Scorer OAuth). Use its tools for every read and write. Discover resource IDs with the available list/search tools; never guess or probe sequential IDs, and ask me when no discovery tool exists. Never invent data: if a tool result is empty, say so. An API key is only a manual fallback for clients without OAuth support.

## Goal
Keep the CRM trustworthy: every campaign and score is only as good as the data under it.

## Steps
1. **Sweep.** `get_lead_lists`, then sample each meaningful list with `get_leads_from_list`: count leads missing linkedin_url, email, enrichment, score.
2. **Fix what a tool can fix.** Wrong headline, summary or LinkedIn identity → `update_lead`; malformed company LinkedIn identity → `update_company_linkedin`. Do not guess: verify, or leave and flag.
3. **Score the backlog.** `get_leads_pending_scoring`; score each against my ICP with `submit_lead_score` + a 2-line explanation.
4. **Tags.** `list_tags` — flag near-duplicate or inconsistent tags for my decision (do not mass-rename on your own).
5. **Report.** Defects found / fixed / needing me, per list, with a week-over-week comparison if a previous report exists.

## Hard rules
- Never delete anything. Flag for my decision.
- A verified empty field beats a guessed value, always.

Pairs well with

Foundations

ICP scoring rubric

Turn “good fit” into a number your agent applies the same way on Monday and on Friday.

Enrichment & signals

Lead enrichment pipeline

Turn a raw list into campaign-ready leads: profile + company enrichment, contact finding, AI summaries.

Make it yours

Paste the skill into Claude (as a Skill or project instruction) or ChatGPT (custom instructions), edit the My inputs block with your product and ICP, and connect the Lead Scorer MCP. Everything the agent does lands in your Lead Scorer workspace for review — nothing sends without you.

Get Lead Scorer free Browse more skills