Prompt library
Marketing
Systems & Data
RevOps

Data Assessment — Accounts

Ensure field completeness and object linking for reliable account based reporting.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
RevOps
Sales Ops
Account-Based Marketers
Data Engineers
Prompt
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Petavue, audit our Account data and deliver two outputs:

1. Completeness Report

Provide percentages for each field:

  • Industry
  • Employee Range
  • Annual Revenue
  • Website/Domain
  • HQ Country

Then assess:

  • % of Contacts linked to Accounts
  • % of Opportunities tied to both an Account and at least one Contact
  • Any broken or missing object relationships

Recommend validation rules or automation to enforce these associations at record creation.

2. Visual Dashboard

Create a dashboard showing account-level completeness segmented by region or sales segment.

Follow-up Prompts
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Based on the account-level completeness and association audit, recommend actions to improve CRM hygiene and ensure consistent object relationships.

For each flagged issue (e.g., missing Industry, broken Account-Contact linkage), suggest actions using:

  • Clay to enrich missing values (e.g., Industry, Revenue, Website)
  • Salesforce or HubSpot to:
    • Auto-link new Opps to Accounts and Contacts using rules
    • Enforce mandatory associations via validation rules or workflows
  • Slack to alert owners or Ops users for broken or incomplete object relationships

Output format:

  1. Issue Type (e.g., “Opps without Contact”)
  2. % Affected Records
  3. Recommended Tool Action
  4. Rule or Trigger Logic
  5. Sample Automation Rule or Slack Alert Copy
Action Prompt

What This Prompt Does

This prompt audits the completeness and relationship integrity of your Account data model. It checks whether key firmographic fields like Industry, Revenue, and Website are consistently populated, and whether Opportunities and Contacts are properly linked to Accounts. It identifies broken relationships, surfaces missing values, and recommends tools and automation logic to enforce consistent data capture. The output includes a dashboard-ready summary by region or sales segment to visualize gaps and progress over time.

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Strategic Impact

Clean account data is the foundation of accurate reporting, segmentation, and GTM execution. This prompt helps ensure every opportunity is attributable, every contact is linked, and every account is enriched for targeting.

Business outcomes:

 → Strengthens attribution and funnel reporting across GTM teams

 → Improves ABM precision through complete firmographics

 → Enables multi-threaded selling by linking key contacts

 → Reduces operational drag from broken object relationships