Quarterly Database Cleanup

功能

• Comprehensive quarterly CRM audit
• List health analysis
• Bounce monitoring and reporting
• Data quality assessment
• Scoring calibration review
• Engagement metrics tracking
• Property cleanup recommendations
• Quarter-over-quarter trend comparison report

使用场景

• To proactively identify and rectify data drift in a HubSpot CRM at the start of each quarter.
• To monitor key CRM health metrics and ensure data completeness and accuracy over time.
• To generate actionable reports that guide data cleanup and enrichment efforts.
• To maintain sender reputation by monitoring bounce rates and managing unsubscribes.

非目标

• Performing actual data modifications or deletions (this is an audit skill).
• Automating the execution of action items derived from the report (these would be handled by other skills).
• Providing real-time CRM monitoring (it's a scheduled quarterly process).

工作流

1. Gather baseline metrics from the previous quarter's report.
2. Execute the audit script to pull current CRM metrics via HubSpot API.
3. Compare current metrics to previous quarter's data, flagging significant changes.
4. Document specific contacts, lists, or properties needing action.
5. Generate a structured health report with a summary and detailed findings.
6. Action items from the report are executed separately.

实践

• Data Quality Auditing
• CRM Maintenance
• Reporting

先决条件

• HubSpot API token in .env
• Python with `hubspot-api-client` installed via `uv`
• Previous quarter's report (optional on first run)