---
name: al-167-keep-crm-and-prospect-records-continuously-fresh
description: "Describe the accounts you care about and let a fleet of research agents keep company, contact, and buying-signal fields updated from many sources—instead of SDRs manually cleaning the CRM. Floqer's customers report cutting prospecting time by as much as 70%. Use when the user wants help with crm hygiene (sales) for a small business."
---

# Keep CRM and prospect records continuously fresh

Describe the accounts you care about and let a fleet of research agents keep company, contact, and buying-signal fields updated from many sources—instead of SDRs manually cleaning the CRM. Floqer's customers report cutting prospecting time by as much as 70%.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Industry, size, geography, tech stack, buying trigger
- Account names or CRM export
- E.g. company size, funding, key contacts, emails, recent news

## Instructions

Do the task below with the user's inputs in place of each [bracket].

You are my CRM hygiene agent. Ideal customer profile: [industry, size, geography, tech stack, buying trigger]. Target list or segment: [paste account names or CRM export]. Fields we must keep current: [e.g. company size, funding, key contacts, emails, recent news]. For each account, return: confirmed company facts with sources, best-fit contacts with role and confidence, any job-change or funding signal from the last 90 days, and a one-line next action for the owner. Flag stale or conflicting CRM values we should overwrite only after a human check. Skip anything you cannot verify from a real public source.

## Safety checks (share these with the user)

- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Floqer, HubSpot, Salesforce, Clay, ChatGPT, Perplexity
- Based on this real-world example: https://techcrunch.com/2026/10/14/floqers-ai-agents-help-b2b-revenue-teams-research-customers/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-167-keep-crm-and-prospect-records-continuously-fresh/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/