🤝 CRM & sales

Builds a prompt-first home page from HubSpot for a rep who works through Claude instead of the HubSpot screens — today's meetings with briefs, waiting email and deals, where every card and every “log it” button is a prompt to copy into Claude. Use when a rep won't learn new software but uses Claude, or to recreate the Claude-first rep page from the HubSpot demo.

Checks every open deal's stage against its actual emails, meetings, calls, notes and tasks in HubSpot, and lists the deals whose stage doesn't match, each with a suggested stage, a confidence and the quote that shows it. Writes nothing. Use for a weekly pipeline review, before a forecast call, or when stages drift because reps update them last.

Checks HubSpot's official developer docs and changelog for what changed since the last check in the tools you use (the remote MCP server and Claude connector, the Agent CLI, CRM, marketing email and import APIs), and writes it into a notes file your agent reads before any HubSpot work. Use weekly, or before building anything on HubSpot.

Builds a newsletter performance dashboard from HubSpot marketing email data — opens, clicks and delivered per send, by publication, week over week, against your own averages, with every chart also shown as a table. Use when a marketer wants a weekly newsletter report without building HubSpot reports, or to recreate the marketing dashboard from the HubSpot demo.

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, then checks links and settings and stops before sending. Use when a newsletter is assembled from the same template every week and a person still reviews and sends it.

Audits a HubSpot portal read-only and builds a scorecard page — where contacts came from, lifecycle stages, companies missing domain or industry, deals with no amount, past close dates or no contact, pipeline stages in use, workflows switched on, property sprawl and lists, each with the fix and a link to HubSpot's docs. Use when taking over a portal, after a migration, or before planning automation.

Writes a pre-meeting brief for a client meeting from HubSpot alone — top line, what they bought by year, what's new since the last contact, the deal and last email, who's in the room, what to pitch, agenda, questions, likely objections and gaps. Use before a client meeting, or each morning for every meeting today and tomorrow, or to recreate the pre-meeting brief from the HubSpot demo.

Writes eight ready-to-paste Claude prompts for one person's day, filled with real names, companies, deals and dates from their HubSpot data and grouped by job (follow up, prep, renew, clean up, report). Use each morning to give someone prompts they can run without writing one, or to add the prompt recommendations to a morning page.

Lists the companies that bought this year (or last year) and have nothing booked for next year, from HubSpot deals, warmest first, with amounts, owner, last client email and a prompt to start each conversation. Use in renewal season or when a rep 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, quiet deals and meetings with no deal. Use when a manager wants a weekly team summary that reps can read without logging in to HubSpot.

Builds a sales rep's morning page from HubSpot alone — one HTML file with today's next moves, meetings, client email waiting on a reply, renewals, open deals and ready-to-copy Claude prompts. Use when a rep wants a daily “what do I do first today” page from their own HubSpot data, or to recreate the simple rep page from the HubSpot demo.

Builds a sales manager's team page from HubSpot — booked revenue against the goal by rep, what the team logged this week, meetings ahead, client email waiting on the team, the deals table with owners, deals whose stage doesn't match their activity, and Ask Claude prompts, with a picker to view any rep. Use when a sales manager wants one daily team view, or to recreate the manager page from the HubSpot demo.