Prompt library
Marketing
Systems & Data
RevOps

Data Assessment — Leads

Improve segmentation, scoring, and routing by cleaning and standardizing lead-level data.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
RevOps
Marketing Ops
Demand Generation
Prompt
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Petavue, audit our Lead and Contact objects for these key fields:

  • Email
  • Job Title
  • Lead Source
  • Original Source
  • Lifecycle Stage
  • Lead Status
  • Persona
  • Industry
  • Company Size

For each field, report:

  1. In Schema? (Yes/No)
  2. % Completeness (non-null records)
  3. Standardized? (dropdown or normalized values, Yes/No)

Flag any field with < 40% population or inconsistent values, and recommend validation rules or a dropdown schema as needed.

Finally, create a dashboard highlighting field completeness and data hygiene by segment or lead source.

Follow-up Prompts
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Based on the data hygiene audit of Lead and Contact objects, recommend next actions to improve field quality and enforce standards using:

  • Clay to backfill or enrich missing values (Job Title, Company Size, Industry)
  • Salesforce or HubSpot to:
    • Enforce dropdown schema for Lead Source. Persona, Lifecycle Stage
    • Trigger validation logic or data alerts for <40% populated fields
  • Use Slack to notify Ops owners of low-quality segments or urgent cleanup zones

For each flagged field or problem:

  1. Field Name:
  2. Issue Identified:
  3. Recommended Action (Tool):
  4. Fix Logic or Segment Targeting Rule:
  5. Enrichment or Standardization Example:
Action Prompt

What This Prompt Does

This prompt evaluates the hygiene and structure of lead and contact data by assessing completeness, schema presence, and value standardization across key fields such as Email, Job Title, Lead Source, Lifecycle Stage, and Persona. It flags underpopulated or inconsistent fields, recommends enforcement logic or dropdown schemas, and surfaces segments needing enrichment. The output includes a dashboard that highlights data quality by source or segment, giving operations teams a clear view of where cleanup and governance are needed.

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Strategic Impact

Lead-level data is the foundation for effective scoring, routing, segmentation, and campaign orchestration. This prompt helps identify silent blockers that impact funnel velocity before they surface in downstream metrics.

Business outcomes:

 → Improves segmentation and routing precision by enforcing field-level data standards

 → Increases lead-to-opportunity conversion by addressing early-stage data gaps

 → Enhances attribution and scoring accuracy through schema validation

 → Enables targeted data enrichment and proactive cleanup to support RevOps efficiency