AI assisted pipeline hygiene checklist (L1)

The steps

1. 01

   Define hygiene in five rules

   Tool: Manual

   Five checks maximum, each objectively verifiable from the export. Twenty rules produce a list nobody works. Owner: RevOps lead. DoD: five rules written and agreed with sales leadership.

2. 02

   Export and check

   Tool: Salesforce

   Weekly export of open pipeline with the fields the rules need. At L1 this is a report export, not an integration. Owner: RevOps. DoD: export scheduled before the forecast call.

3. 03

   Produce an owner grouped list

   Tool: ChatGPT

   Output grouped by rep with the specific failing field per record. A total count changes nothing, a named list does. Pitfall: sending the whole list to everyone. DoD: each rep receives only their records.

4. 04

   Fix before the call, not during

   Tool: Slack

   Reps have until the morning of the call. Forecast meetings stop being data cleanup sessions, which is the actual return here. Owner: frontline managers. DoD: hygiene fail rate reported weekly.

Tools in this playbook

• Manual
• Salesforce
• ChatGPT
• Slack

Next playbooks

• Voice-of-Customer → Product & Enablement Loop (L2)
• Zapier Agents for sales ops chores (L2)
• Agentic Nightly CRM Hygiene + Ownership Sync (L3)
• AI-driven price-quote acceleration with CPQ (L3)