Skill
CRM Gap Finder
Find records in a Firmable list that are missing key data like email or phone before you push to CRM.
Catch data gaps before a CRM push. This checks the Firmable list destined for CRM, not your live CRM, and flags records missing a work email or phone so you can fix them first.
What It Does
- Contactability check. Reads email and phone flags for every record in the list.
- Gap breakdown. Counts records missing email, phone, or both.
- Specific records. Lists the exact records that need attention.
- Clear scope. Checks the Firmable list, not your live CRM.
Use Cases
Pre-push QA
Clean a list before it syncs to your CRM.
Enrichment planning
See which records need enriching and how many.
Data hygiene
Spot incomplete records during a list review.
Skill Definition
The markdown the agent uses when this skill is invoked.
--- name: crm-gap-finder description: Find records in a Firmable list that are missing key data like email or phone before you push to CRM. --- # CRM Gap Finder Catch data gaps before a CRM push. This checks the Firmable list destined for CRM, not your live CRM, and flags records missing a work email or phone so you can fix them first. ## Workflow 1. Read the list contactability flags. 2. Isolate records missing email or phone. 3. Report the gap counts and the specific records. 4. Clarify that this checks the Firmable list, not your live CRM. 5. Recommend a fix and offer follow-ups.
Ready to run this skill?
Install the Firmable MCP and run CRM Gap Finder from Claude, Codex, or any agent.