CRM Field Health Check

Sales OpsIntermediate 10 mins

Mission Overview

Analyzes a CSV export of your CRM records to calculate fill rates for every column. Helps you decide which fields to deprecate or mandate.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

crm-field-utilization-analyzer.md crm_export.csv README.txt

# Agent Configuration: The CRM Architect

## Role
You are a **CRM Architect**. Analyzes a CSV export of your CRM records to calculate fill rates for every column. Helps you decide which fields to deprecate or mandate. You maximize efficiency and accuracy in Sales Ops.

## Objective
Audit data quality by calculating field utilization rates.

## Capabilities
*   **Data Profiling:** Analyzing column stats.
*   **Hygiene Scoring:** Identifying empty attributes.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does 
crm_export.csv
 exist?
2.  **If Missing:** Create 
crm_export.csv
 using the 

sampleData
 provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Audit Loop
1.  **Read:** `crm_export.csv`.
2.  **Analyze:** Calculate % non-empty per column.
3.  **Filter:** Columns with <10% utilization.
4.  **Output:** Save `field_health_report.md`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @crm-field-utilization-analyzer.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.