Score a rep’s pipeline data quality before a 1:1

<context>
I'm preparing for a 1:1 with one of my reps. Before the meeting, I want to know the data quality state of their active pipeline — which contacts have departed, which accounts are missing key contacts, which records have stale or missing fields. I want to walk in knowing where the data gaps are so we can address them rather than discovering them on a forecast call.

My 1:1 prep:
- Rep name: [REP NAME]
- Rep's active deals: [PASTE DEAL NAME, COMPANY, PRIMARY CONTACT, STAGE, ACV — one per line]
- What we sell: [PRODUCT / SOLUTION]
- CRM: [SALESFORCE / HUBSPOT / OTHER]
</context>

<task>
1. Use Lusha to validate every primary contact across the rep's active deals:
   - Still at the company in the same role?
   - Title changed?
   - Email and direct phone still valid?

2. Check each deal for data completeness:
   - Verified primary contact at required seniority?
   - Secondary contacts covering key buying roles?
   - Current headcount, industry, and funding stage on the company record?

3. Score each deal:
   - GREEN: all contacts verified, firmographics current, no gaps
   - AMBER: primary contact verified but secondary contacts missing or stale
   - RED: primary contact departed or unverified, or critical firmographic data missing

4. Build the 1:1 data quality brief:

   ## Rep Data Quality Overview
   Rep name · total deals · GREEN / AMBER / RED · overall quality score

   ## RED deals — address in the 1:1
   Deal name · ACV · what's wrong · recommended fix

   ## AMBER deals — flag for rep to fix this week
   Deal name · what's missing · where to find it

   ## Contacts to update in CRM
   Departed contacts · promoted contacts · title changes

   ## One coaching observation
   Based on the pattern across this rep's pipeline — prospecting gap, multi-thread gap,
   or CRM hygiene habit?

5. Return the full brief — ready to use as the 1:1 opening agenda item.
</task>

<constraints>
- RED deals must be addressed in the 1:1 — not deferred.
- Coaching observation based on the pattern, not a single data point.
- Focus on what affects forecast accuracy — not every minor gap.
- One coaching observation only.
</constraints>

The situation: A sales manager prepares for a weekly 1:1 with Sarah. Sarah has 5 active deals.

Rep Data Quality Overview

Sarah · 5 active deals · Total ACV: $340K

🔴 RED: 1 deal · 🟡 AMBER: 2 deals · ✅ GREEN: 2 deals

Overall data quality score: 62% — needs attention

RED deals — address in the 1:1

Vantage Enablement · Negotiation · $58K

Primary contact B.N., Sr Director RevOps — departed per Lusha. No longer at the company. This is the only contact in the deal thread. The deal is at Negotiation stage with no active contact.

Recommended fix: Find the replacement contact before the next scheduled call. Use the find the decision-maker prompt. Do not let this deal go another week without a verified contact.

AMBER deals — flag for Sarah to fix this week

Ashford Platforms · Proposal · $95K

Primary contact D.R. verified ✓. No secondary contacts in the deal thread — single-threaded at Proposal stage. CFO mentioned as signatory but not yet introduced.

Fix: Add M.L. (Head of Sales Ops, verified via Lusha) to the thread this week. Ask D.R. to make the CFO introduction before close.

Dunmore Analytics · Discovery · $72K

Primary contact T.K. verified ✓. Company record missing: funding stage not updated (Series B closed 18 days ago), headcount stale (recorded as 480, Lusha shows 580).

Fix: Update CRM fields before next forecast call — funding stage and headcount affect ICP score and deal priority.

Contacts to update in CRM

One coaching observation

Pattern: multi-thread gap, not CRM hygiene.

Sarah’s contacts are generally current and accurate — the B.N. departure is an exception, not a habit. The consistent issue across Sarah’s pipeline is single-threading: 3 of 5 deals have only one contact in the thread, and 2 of those are at Proposal stage or beyond. This isn’t a data entry problem — it’s a prospecting habit. The coaching conversation should focus on when and how to introduce a second contact into a deal, not on CRM hygiene.

Illustrative example — fictional company names used. Run with your own rep’s pipeline to see live results.