🤝 CRM & sales

Builds a one-page brief to read five minutes before a first call with an organization, from public information only. It covers who they are, why now (each reason with a source and date), who is likely involved, what they likely care about, five questions to ask and what not to assume. Use when a salesperson or account manager wants to walk into a first meeting prepared, in any AI app, with web access or with pasted information.

Turns walk-through notes from a site visit into a scope checklist, the questions you forgot to ask, a line-item quote skeleton with price placeholders, assumptions and risks, and a simple timeline, so nothing gets missed on a decommission or ITAD quote. Your pricing stays out of the chat. Use when a salesperson or estimator prepares a quote for an equipment pickup, data-center decommission or office cleanout.

Builds a prompt-first home page from HubSpot for a rep who works through Claude instead of the HubSpot screens — ready-made prompts grouped by job at the top, then the day's meetings (each with a brief), client email waiting on a reply and open deals, where every card and every “log it” button copies a prompt. Use when a rep won't learn new software but uses Claude every day.

Checks every open deal's stage against its real emails, meetings, calls and notes in HubSpot — including the ones filed on the deal's company and contacts — and lists the deals whose stage doesn't match, each with a suggested stage, a confidence and the quoted sentence that shows it. Writes nothing. Use for a sales manager's weekly pipeline review or before a forecast call.

Reads HubSpot's official developer changelog and docs for what changed since the last check in the AI tools a team uses — the HubSpot connector (remote MCP server), the Agent CLI and the APIs they call — and keeps a short notes file every HubSpot task starts from. Use weekly on a schedule, or before building or debugging anything on HubSpot.

Builds a newsletter dashboard from HubSpot marketing email data — this week's tiles, click rate per send grouped by newsletter against each newsletter's own average, and a week-over-week trend of sends, opens and clicks with bot activity left out — every chart with a table view. Use when a marketer wants a weekly newsletter report without building HubSpot reports.

Builds this week's newsletter as a HubSpot marketing email draft by cloning last week's send and swapping in the stories and ads you give it, keeping the template's layout and styles, then checks links, subject, preview text and recipients and stops before sending. Use when a marketer assembles the same newsletter every week and a person still reviews and sends it.

Audits a HubSpot account read-only and builds a scorecard page — where contacts came from, lifecycle stages, companies missing domain or industry, contacts with no company or owner, deals with no amount, past close dates or no contact, pipeline stages in use, workflows switched on, lists and property sprawl — each finding with the number behind it, the fix and a link to HubSpot's docs, then a 30/60/90-day order. Use when taking over an account, after a migration or big import, or before planning automation.

Builds a sales rep's meeting prep page from HubSpot alone — the meetings ahead, and for each client meeting a full brief (top line, what they bought by year, what's new since the last contact, the deals and the last client email, who's in the room, what to pitch with prices, agenda, questions, likely objections, gaps, sources) plus a company note (people, deals, what they buy, a dated timeline), as one HTML page. Use before a client meeting, or every morning for a rep's meetings today and tomorrow.

Writes eight ready-to-paste Claude prompts for one person's day from their HubSpot data — each naming a real contact, company, deal or meeting and the date — grouped by job (follow up, prep, renew, clean up, report) and tailored to the role (sales rep, sales manager or marketer). Use each morning to give someone prompts they can run without writing one, or to fill the prompt section of a morning page.

Lists the customers who bought this year or last year and have nothing booked for next year, from HubSpot deals, warmest first, with spend by year, owner, last client email and a ready-to-paste prompt to start each renewal conversation. Use in renewal season, or when a sales rep or manager asks who to renew next.

Builds a weekly rep activity page from HubSpot — emails, client replies, meetings, calls, notes and tasks each rep logged this week against the last eight, open pipeline per rep, deals gone quiet and meetings with no deal — a page a sales manager can send around instead of a status meeting. Use for a Friday team summary reps can read without logging in to HubSpot.

Builds a sales rep's morning page from HubSpot alone — one HTML file with up to six ranked next moves, today's meetings with a short brief each, client email waiting on a reply, renewals with nothing booked yet, open deals and ready-to-copy Claude prompts. Use when a sales rep wants a daily “what do I do first today” page built from their own HubSpot data.

Builds a sales manager's team page from HubSpot — booked revenue against the goal with today's pace, what each rep logged this week, meetings ahead, client email waiting on the team, the deals table with owners, a stage check that quotes the email behind each suggested stage, and Ask Claude prompts, with a picker to view the whole team or one rep. Use when a sales manager wants one daily view of the team.

Builds a weekly list of ten organizations likely to need what you sell soon, from public signals only. Each comes with the trigger, a source link and date, the role to contact and a first line in your voice. It keeps a skip list so the next week doesn't repeat. Use when a small team wants steady prospecting without a sales department, in any AI app with web search or with pasted results.