Build a HubSpot lifecycle-stage governance auditor with Claude

Write a one-page operating charter for lifecycle-stage governance and transition integrity before exporting any data. State the exact decision this workflow supports: which records need correction, which automation rules need repair, and which stage definitions need clarification. 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: every stage transition has an approved entry reason, stage chronology does not move backward without an allowed reset reason, company and contact stages follow the documented synchronization rule, MQL and SQL records contain the required qualification fields, and workflow-driven updates identify the responsible automation. 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.