Agent Skill

Prospect List Cleanup

Normalize and improve the consistency of prospect-list data before outreach or import.

Version 1.0 Updated June 2026 SKILL.md MIT 6 min read

Overview

What this skill does

Exported prospect lists arrive messy: mixed casing, inconsistent company names, partial rows, and stray duplicates that break CRM imports and personalization.

This skill standardizes the records, flags incomplete rows and suspected errors instead of silently editing them, and returns a clear cleanup summary so you can trust what changed and what still needs a human.

When to use it

Best used for

  • Preparing an export for CRM or outreach import
  • Standardizing names, casing, and formats
  • Flagging incomplete or broken rows
  • Producing a defensible cleanup audit

Know the limits

When not to use this skill

  • You need verified emails or enrichment, not cleanup
  • The file has no consistent columns to normalize
  • You want hard de-duplication (use Duplicate Record Review)

Inputs

Provide these when prompted. The skill asks for anything missing before it runs.

Required

  • A prospect or lead list

Optional

  • A target column schema
  • Formatting conventions (casing, phone format)
  • Fields that are mandatory

Outputs

The cleaned list plus a summary with a consistent, inspectable schema.

  • standardized_records

    Records normalized to a consistent format.

  • incomplete_records

    Rows missing mandatory fields.

  • suspected_errors

    Likely typos or malformed values.

  • normalization_notes

    What was changed and why.

  • cleanup_summary

    Counts and an overall summary.

Example

Example

Two rows normalized.

Input

name,company,email
maria chen,LUMEN ROBOTICS inc,maria@lumen
james,Northwind,

Output

standardized_records: Maria Chen | Lumen Robotics | maria@lumenrobotics.com (email domain incomplete, flagged)
incomplete_records: Row 2 (James) missing last name and email
suspected_errors: Row 1 email missing TLD
normalization_notes: Title-cased names; trimmed company suffix
cleanup_summary: 2 rows; 1 standardized, 1 incomplete, 1 suspected error

The skill fixes casing and company form, but it flags rather than fabricates the broken email and the missing fields, leaving the judgment calls to you.

Setup

How to use the skill

General steps first, then notes for specific clients where verified.

  1. 1Download the file using the button below, or copy the Markdown.
  2. 2Place it in a directory named after the skill (e.g. skill-name/).
  3. 3Make sure the filename stays exactly SKILL.md.
  4. 4Add any references or assets included with the package.
  5. 5Load the skill into a compatible agent and provide the required inputs.
Claude Code
  1. 1Create a folder for the skill and save SKILL.md inside it.
  2. 2Place the folder where your project's skills are discovered.
  3. 3Reference the skill when you want it applied to your data.
Other compatible clients
  1. 1Confirm the client supports the open Agent Skills format.
  2. 2Load the SKILL.md file as instructed by that client.
  3. 3If skills are not auto-loaded, paste the Markdown as instructions.

Source

Full SKILL.md source

Read the rendered skill or copy the complete Markdown. The download is generated from this exact source.

Version 1.0 SKILL.md ~2 KB MIT
View on GitHub

Prospect List Cleanup

Purpose

Normalize and improve the consistency of prospect-list data before outreach or import.

When to use this skill

  • Preparing an export for CRM or outreach import
  • Standardizing names, casing, and formats
  • Flagging incomplete or broken rows
  • Producing a defensible cleanup audit

When not to use this skill

  • You need verified emails or enrichment, not cleanup
  • The file has no consistent columns to normalize
  • You want hard de-duplication (use Duplicate Record Review)

Required inputs

  • A prospect or lead list

Optional inputs

  • A target column schema
  • Formatting conventions (casing, phone format)
  • Fields that are mandatory

Rules

  1. Standardize formatting; do not invent missing values.
  2. Flag incomplete and suspect rows rather than deleting them.
  3. Record every change in normalization notes.
  4. Preserve the original value when flagging an error.
  5. Apply the same conventions to every row.

Process

  1. Profile the columns and detect formats.
  2. Normalize casing, names, companies, and formats.
  3. Flag incomplete and suspected-error rows.
  4. Record normalization notes.
  5. Produce a cleanup summary with counts.

Output format

Return the cleaned list plus a summary with the following fields:

  • standardized_records
  • incomplete_records
  • suspected_errors
  • normalization_notes
  • cleanup_summary

Validation

  • Confirm no values were invented.
  • Confirm flagged rows retain their original data.
  • Confirm the summary counts match the records.

Limitations

  • It standardizes formatting, not factual accuracy.
  • Suspected errors are heuristics and should be reviewed.

Before you rely on it

Safety and limitations

  • It standardizes formatting, not factual accuracy.
  • Suspected errors are heuristics and should be reviewed.
  • Review the output before acting on it.
  • Do not upload confidential datasets to an external model without authorization.
  • Outputs depend on the model and the source data and are not guaranteed to be accurate.

History

Changelog

  1. v1.0June 2026
    • Initial release.

Questions

Agent Skill FAQ

What fields does it standardize?
Formatting and consistency across names, companies, titles, locations, and similar fields. It normalizes values and reports what changed; it does not invent missing data.
Will it delete duplicate rows?
No. It flags suspected issues but leaves de-duplication to Duplicate Record Review so you stay in control of merges.
Do I need ProfileSpider to use this skill?
No. The skill works on any compatible data. ProfileSpider is one convenient way to produce that structured input.
Does running this skill send data to ProfileSpider?
No. Downloading or copying the file does not send any data to ProfileSpider. What happens afterward depends on the AI service you load it into.
Are Agent Skills the same as prompts?
No. A skill is a structured, reusable package — task, inputs, rules, process, and output format — so the workflow runs consistently and can be shared, versioned, and edited.

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