CRM data degrades faster than most teams realize. Contacts change jobs. Companies get acquired. SDRs enter records inconsistently for three years until the database is a patchwork of contradictory information. The result is segmentation you can't trust, routing logic that fires on bad data, and attribution reports built on a foundation that doesn't reflect reality. This stack runs a systematic hygiene pass: export CRM records, enrich with Clearbit for current firmographic data, run through Claude for duplicate detection and stale record flagging, and get a ranked cleanup list you can act on this week.
The Stack
The Prompt
This stack is built around the Bad Lead Pattern Detection Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a B2B marketing ops analyst running a CRM data hygiene audit. Review the CRM records and Clearbit enrichment comparison below. Flag records where: job title has changed, company domain doesn't match, email is likely invalid, or the record appears to be a duplicate of another in the dataset. Rank your findings by severity: critical (actively breaking routing or scoring), moderate (degrading segmentation), and low (cosmetic cleanup).[ ... continued — see full prompt ]
The Workflow
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Export CRM records for hygiene review
Pull all contacts and leads created or modified in the last 90 days from Salesforce or HubSpot. Include key fields: email, company, job title, lead source, and last activity date.
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Run the export through Clearbit
Send the record list to Clearbit to check for job changes, company accuracy, and email validity. The delta between your CRM data and Clearbit's current data is your hygiene problem list.
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Paste the comparison into the Bad Lead Pattern Detection prompt
Include both your CRM data and the Clearbit enrichment output side by side. Claude compares the two, identifies mismatches, and flags records that should be updated, merged, or removed.
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Review Claude's ranked audit findings
Claude produces a severity-ranked cleanup list: critical issues breaking routing or scoring, moderate issues degrading segmentation, and low-priority cosmetic fixes. Start with critical.
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Execute cleanup and post audit report to Slack
Process the cleanup list in Salesforce or HubSpot. Post the audit summary to your marketing ops Slack channel so the team knows what changed and why. Schedule the next audit for 90 days out.
What This Replaces
- CRM data that everyone knows is bad but nobody has time to actually fix
- Routing and scoring logic that misfires on stale job titles and outdated company data
- Quarterly data cleanup projects that take two weeks and still miss half the problems
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.