Pipeline Hygiene Audit
Score every open deal for hygiene — stale fields, missing next steps, single-threaded risk — and hand reps a fix list, not a lecture.
Every open deal scored for hygiene — with the HG signal behind each flag
| Deal | Defect | HG signal |
|---|---|---|
| Acme - $80k | Stale close date (past) | Intent flat 60d - de-prioritize |
| Beta - $120k | Single-threaded (1 contact) | Intent rising - add 2 contacts |
| Gamma - $45k | No next step set | In-market - book the next step |
Overview
Audit a pasted open-pipeline export for data-hygiene defects (stale close dates, missing amounts, single-threaded contacts, no next step) and enrich each flagged account with HG firmographic + intent context so the RevOps team hands reps a prioritized, evidence-backed clean-up list.
Use cases
RevOps stops sending hygiene nags reps ignore
The weekly 'clean up your pipeline' email gets archived. A fix list ranked by deal value times in-market signal — with the HG evidence attached — gets worked, because the rep can see the $120k deal is still hot and only single-threaded.
Forecast accuracy from hygiene, not hope
Past-dated close dates and zero-activity deals are the number-one source of forecast slip. This audit surfaces them every week and tells the rep whether the account is worth re-dating or worth closing-lost.
View workflow prompt
# Pipeline Hygiene Audit
## Parameters
- `{{pipeline_export}}` *(required)* — Pasted open-pipeline rows (deal name, account domain, stage, amount, close date, last activity, contact count). Example: `Acme - acme.com - Negotiation - $80k - 2026-03-01 - 41 days ago - 1 contact`
- `{{hygiene_rules}}` *(optional)* — Your team's hygiene rules to grade against. Example: `close date in the past = stale; >30 days no activity = at risk; <2 contacts = single-threaded`
## Purpose
Grade every open deal in {{pipeline_export}} against {{hygiene_rules}} (or sensible defaults), then enrich the flagged accounts with HG firmographic, intent, and contact context so the fix list is evidence-backed, not a generic nag.
## Process
1. **Parse the export** — read {{pipeline_export}} into one row per deal. Note any rows missing amount, close date, next step, or contact count.
2. **Apply hygiene rules** — grade each deal against {{hygiene_rules}}. Default rules: past-dated close = stale; >30 days since last activity = at risk; <2 contacts = single-threaded; missing amount = uncategorized.
3. **Enrich flagged accounts** — for each flagged domain, `company_firmographic` to confirm size/segment and `company_intent` to check whether the account is still in-market (rising intent argues for rescue; flat/declining argues for de-prioritize).
4. **Multi-threading gaps** — `contact_search` on single-threaded accounts to surface 2-3 buying-committee titles the rep should add.
5. **Prioritize** — rank the fix list by deal amount × in-market signal, so reps fix the biggest at-risk deals first.
## Output Format
Markdown with:
- `# Pipeline Hygiene Audit`
- `## Defect Summary` (counts by defect type)
- `## Prioritized Fix List` (table: deal | account | defect(s) | HG signal | suggested fix)
- `## Multi-Threading Targets` (single-threaded deals + suggested contacts)
- `## Citations` (every HG signal cites its tool)
## Quality Checklist
- Every flagged deal traces to a specific hygiene rule
- In-market vs. cooling judgement cites `company_intent`
- Suggested contacts are real titles from `contact_search`
- No deal is told to 'rescue' without a supporting intent signal