Prioritize HubSpot CRM data hygiene by business impact with Claude

Write a one-page operating charter for CRM data hygiene and remediation priority before exporting any data. State the exact decision this workflow supports: which data-quality problems should be fixed first, who owns each remediation, and which automation caused the defect. Define the in-scope business units, pipelines, regions, date window, record types, and exclusions, then name one analysis owner, one HubSpot data owner, and one final approver. Record the review cadence as monthly and specify where evidence, approvals, and exceptions will be stored. Review the charter with the approver and do not proceed until the scope and decision rights are accepted.

Convert the operating policy into a rule register that can be checked against HubSpot records. Create one row per rule with rule_id, rule_name, business_reason, required_fields, calculation_or_test, pass_condition, exception_code, severity, owner, and policy_version. Start with these minimum checks: required properties are populated for the current lifecycle stage, contact and company associations follow the matching policy, owners are active and valid, duplicate candidates meet the approved confidence threshold, and mass updates have a rollback file. Give every rule an example that should pass and an example that should fail so reviewers interpret it consistently. Have the business owner approve the rule register and record any unresolved policy questions before data is scored.