Clean the shape
- Write the real sales stages.
- Map fields to decisions.
- Remove anything that does not help action.
Growth skill
CRM Cleanup Sprint
Clean the fields, stages, and next steps that make lead follow-up hard to trust.
When to use it
Run this when the system feels noisy.
A pipeline that shows what needs attention today.
Records have missing source data.
Stages do not match how sales work happens.
Old leads crowd the active pipeline.
Reporting needs too much manual cleanup.
Checklist
Check the path before adding more tools.
- List every active pipeline stage.
- Remove fields nobody uses.
- Mark the required fields for source and next step.
- Create one stale-lead view.
- Test one new lead from form to stage.
Walkthrough
A simple way to run the skill.
This is the operating path before any deeper build work starts.
Related stack
Tools that help run this skill.
LeadSimple
Use it when a property management or local service team needs cleaner lead stages and follow-up.
Apollo
Use it for B2B account and contact data before enrichment, outbound, or CRM cleanup.
Zapier
Use it for simple form, CRM, calendar, and alert handoffs when speed matters.
Supabase
Use it for fast internal tools, databases, auth, and small app backends.