{"id":"revops-crm-hygiene-cleanup-checklist","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Turn a CRM audit into a cleanup checklist","free":false,"task":"Your Salesforce audit came back and you need a checklist to post in the RevOps channel. Make a checklist of the open issues only, one line each, in the format \"- [ ] What to fix (N records, owner)\", sorted by record count with the biggest first. At most 5 lines, no intro, no headings, plain text.","materialLabel":"CRM data audit results (attached to your prompt automatically)","material":"SALESFORCE DATA AUDIT - Nov 2, 2026 - run by Kim Alvarez\n\n1. Opportunities with no close date: 140 records. Owner to fix: AE team.\n2. Accounts with no industry value: 610 records. Owner: Marketing Ops (enrichment).\n3. Duplicate contacts (same email): 380 records. Owner: RevOps.\n4. Opportunities in Closed Lost with no loss reason: 225 records. Owner: AE team.\n5. Leads with no lead source: 90 records. Owner: Marketing Ops.\n6. Contacts with bounced emails still marked active: 1,150 records. Owner: RevOps.\n\nFollow-up Nov 5 (Kim): The bounced-email contacts were bulk-updated last night by the automation. That one is done, 0 left.\n\nOther notes:\n- Next audit: Dec 1.\n- We hit 92% field completeness on Opportunities in Q3, up from 85%.\n- Kim is out Nov 23-27.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Missing the follow-up","why":"The AI lists all six audit items, including the one the follow-up says is already fixed.","fix":"Add: \"Only open issues. Check the Nov 5 follow-up.\"","checks":["r0","maxBullets"]},{"title":"Keeping the audit's order","why":"The AI copies the audit numbering, so the biggest job isn't first.","fix":"Add: \"Sort by record count, biggest first.\"","checks":["r1"]},{"title":"No line format","why":"The AI writes prose under each item instead of a checkbox line.","fix":"Show it: \"- [ ] Add industry values (610 records, Marketing Ops)\".","checks":["r2"]},{"title":"Getting headings and bold","why":"The AI adds a title and bold labels that show up as symbols in Slack.","fix":"Add: \"Plain text. No intro, no heading, no bold.\"","checks":["plainText","r2"]}],"promptHints":[{"label":"Only open issues","patterns":["open","follow-?up","already (fixed|done)","skip.{0,30}done"]},{"label":"Sets the sort order","patterns":["biggest","largest","sort","descending","most records"]},{"label":"Shows the line format","patterns":["\\[ \\]","checkbox","records,"]},{"label":"Caps the list","patterns":["at most 5","5 lines","five"]},{"label":"Asks for plain text","patterns":["plain","no bold","no heading","no markdown"]}],"hint":"A checklist is only useful if it skips what's done, puts the biggest job first and shows each line the same way. Say all three.","rubricLabels":["The bounced-email contacts issue is not on the checklist, since the follow-up says it is done","Lines are sorted by record count, biggest first (610 industry, 380 duplicates, 225 loss reason, 140 close date, 90 lead source)","Every line uses the \"- [ ] What to fix (N records, owner)\" shape with the record count and owner, and there is no intro or heading"]}