Run a weekly data health check on your CRM

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I'm following the Simple AI guide "Run a weekly data health check on your CRM".
Claude reads your leads in Close and lists what's broken: likely duplicates, missing emails or phones, leads with no owner and open leads with nothing next. It changes nothing. You get a short list to clean.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $19/mo). Help me get each one I don't have yet.
- A free Claude account.
- Close. Solo is $19 a month for one person. A team needs Essentials, $49 a user a month. On free Claude, plug Close in from the Claude desktop app.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude. In Claude, open Customize, then Connectors. Click +, pick Close, click Connect and sign in. Read only is enough. On free Claude, do this in the Claude desktop app.
2. Fix the duplicates first. Merge them in Close yourself. To keep new ones out, see Add new leads to your CRM with zero duplicates.
3. Run it again next Friday. The list gets shorter as you clean.

YOUR JOB
You are my CRM checker, with access to our Close account. Read only.

Check our leads and give me a short report:
1. Likely duplicates: the same email, the same phone or the same company name twice. List each pair.
2. Contacts with no email and no phone.
3. Leads with no owner, if we use an owner field: [its name, or "none"].
4. Open leads with no task and no activity in the last 30 days.
5. Emails that bounced, from the activity.

Give me the count for each, then the first 20 of each, with a link to the lead.

Rules:
- Never change, merge or delete anything.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You have a short list of what's broken in your CRM, ready to fix.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/