Agent skill
deal-hygiene
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/deal-hygiene
SKILL.md
Deal Hygiene Skill
name: deal-hygiene description: Check and fix HubSpot pipeline hygiene issues - past close dates, missing next steps, stale deals. Triggers on "deal hygiene", "pipeline cleanup", "fix close dates", "stale deals", "pipeline health check".
Purpose
Automated HubSpot deal hygiene maintenance to keep the pipeline clean and accurate.
Triggers
- "deal hygiene"
- "pipeline cleanup"
- "fix close dates"
- "stale deals"
- "pipeline health check"
- "check pipeline hygiene"
What It Checks
1. Past Close Dates
Deals with close dates in the past get auto-pushed to future based on stage:
- Prospecting: +60 days
- Discovery: +45 days
- Rate Creation: +30 days
- Proposal: +21 days
- Negotiation: +14 days
- Implementation: +14 days
- Shipping: +30 days
2. Missing Next Steps
Deals without hs_next_step populated (shows as "--" in HubSpot).
3. Stale Deals
Deals with no activity for 14+ days (excluding Closed and Shipping stages).
Usage
Report Only (Check Mode)
python scripts/deal_hygiene_check.py
Auto-Fix Close Dates
python scripts/deal_hygiene_check.py --fix
Custom Stale Threshold
python scripts/deal_hygiene_check.py --fix --days 30
Integration with Daily Sync
Add to EOD sync for automatic hygiene maintenance:
# In unified_sync.py eod_sync():
subprocess.run(['python', 'scripts/deal_hygiene_check.py', '--fix'])
Output Example
============================================================
HUBSPOT DEAL HYGIENE CHECK
Date: 2025-12-30 14:30
Mode: FIX
============================================================
Checking 45 active deals...
----------------------------------------
1. PAST CLOSE DATES
----------------------------------------
[FIXED] Athleta - Parcel Shipping Optimiz
2025-11-30 -> 2026-01-31 (30d past)
----------------------------------------
2. MISSING NEXT STEPS
----------------------------------------
[NEEDS ATTENTION] Everything's On The Table
Stage: 04-Proposal
----------------------------------------
3. STALE DEALS (>14 days)
----------------------------------------
[21d stale] Some Deal Name $500,000
Stage: 02-Discovery
============================================================
SUMMARY
============================================================
Past close dates: 1 (fixed)
Missing next steps: 1
Stale deals: 1
Total issues: 3
HubSpot Fields Used
| Field | Purpose |
|---|---|
closedate |
Close date (Unix ms) |
hs_next_step |
Next step text |
hs_lastmodifieddate |
Last activity date |
dealstage |
Current pipeline stage |
Related Skills
/pipeline-health- Quick pipeline overview/check-tasks- Task hygiene/cvm-goals- Goal tracking
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
majiayu000/claude-skill-registry
agent-ops-spec
Manage specification documents in .agent/specs/. Use when user provides requirements, acceptance criteria, or feature descriptions that need to be tracked and validated against implementation.
majiayu000/claude-skill-registry
agent-ops-state
Maintain .agent state files. Use at session start, after meaningful steps, and before concluding: read/update constitution/memory/focus/issues/baseline consistently.
majiayu000/claude-skill-registry
agent-ops-spec
Manage specification documents in .agent/specs/. Use when user provides requirements, acceptance criteria, or feature descriptions that need to be tracked and validated against implementation.
majiayu000/claude-skill-registry
agent-ops-testing
Test strategy, execution, and coverage analysis. Use when designing tests, running test suites, or analyzing test results beyond baseline checks.
majiayu000/claude-skill-registry
agent-ops-testing
Test strategy, execution, and coverage analysis. Use when designing tests, running test suites, or analyzing test results beyond baseline checks.
majiayu000/claude-skill-registry
agent-ops-state
Maintain .agent state files. Use at session start, after meaningful steps, and before concluding: read/update constitution/memory/focus/issues/baseline consistently.
Didn't find tool you were looking for?