@revopslabSkill
Find which CRM fields your team actually fills in, and which to hide, merge, or make required. Reads a HubSpot, Salesforce, or any CRM CSV export and reports fill rates, placeholder junk like n/a and unknown, sparse, constant, and duplicate fields, and fill by owner or team, ending in a cleanup plan. Never changes your CRM.
Find empty, junk, and duplicate fields in a CRM export.
@revopslabSkill
Clean up the sales pipeline before the forecast call: find deals with past close dates, stuck stages, no recent activity, or missing fields. Reads a HubSpot, Salesforce, or any CRM CSV export, checks fields required by stage and zero amounts, and writes a hygiene score plus a fix list for each rep. Drafts rep notes for you to send; never edits the CRM.
Flag deals with past close dates, stuck stages, or no next step.
@revopslabSkill
Decide which rep gets each new lead, and prove the rules work before they go live. Turns your routing policy into an ordered rules file with tests (existing accounts, partners, segment, region, junk filters), then routes a leads CSV with weighted round robin, out-of-office skips, and a fallback queue. Works with HubSpot, Salesforce, or any CSV; never writes to your CRM.
Design and test lead routing rules before applying them.
@revopslabSkill
Prep the weekly forecast call: closed won, commit, best case, and pipeline by rep and team for the quarter. Compares this week's CRM export with last week's and explains every move by deal: slipped, pulled in, upgraded, downgraded, new, won, lost, and dropped. Works with HubSpot, Salesforce, or any CRM CSV, and flags data problems before the numbers.
Roll opportunities into closed, commit, best case, and pipeline.
@revopslabSkill
Write the weekly go-to-market update leaders actually read: one page across marketing, sales, and customer success. Covers numbers against plan and last week, pace for the quarter, real wins and misses, risks with owners, last week's follow-ups, and next week's priorities. Works from what you have: CRM exports, a metrics sheet, team notes, and last week's wrap.
Write the one-page Friday wrap across marketing, sales, and success.
