HubSpot pre-meeting brief

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.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/hubspot-pre-meeting-brief/raw

prompt.md

# HubSpot pre-meeting brief

Write the brief a rep reads five minutes before a client meeting. Everything comes from HubSpot through the HubSpot connector, and every claim says where it came from.

## When to use

- "Prep me for my meeting with <company>"
- Every morning, for each client meeting today and tomorrow

## Steps

1. Find the meeting in HubSpot (or each of my meetings today and tomorrow), with its company, contacts and deal.
2. Pull: closed-won deals and line items by year for the company; open deals with stage, amount and close date; the last ten emails, notes and meetings on the company and its contacts; contact titles and when each last replied; the company record (industry, size, description).
3. Write these sections, short: Top line (why we meet, what to leave with); The numbers (by year, change vs last year, still to run); New since last contact; Deals and the conversation (last client email quoted); Who's in the room; What to pitch (two or three options with prices from past line items); Agenda; Questions to ask; Likely objections with an answer each; Gaps (what HubSpot doesn't say); Sources.
4. End with a Result line to fill in after the meeting, and one prompt to log the outcome.
5. Save as markdown and as a one-page HTML file, readable on a phone.

## Rules

- Read only: never create, update, log or delete anything in HubSpot.
- Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
- Quote people exactly and briefly. Plain words, one line per item, no filler.
- If a number can't be found, put it under Gaps instead of estimating it.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download

curl -fsSL https://uplift.page/p/hubspot-pre-meeting-brief/SKILL.md --create-dirs -o .agents/skills/hubspot-pre-meeting-brief/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-pre-meeting-brief"}

The full skill

Write the brief a rep reads five minutes before a client meeting. Everything comes from HubSpot through the HubSpot connector, and every claim says where it came from.

When to use

"Prep me for my meeting with "
Every morning, for each client meeting today and tomorrow

Steps

Find the meeting in HubSpot (or each of my meetings today and tomorrow), with its company, contacts and deal.
Pull: closed-won deals and line items by year for the company; open deals with stage, amount and close date; the last ten emails, notes and meetings on the company and its contacts; contact titles and when each last replied; the company record (industry, size, description).
Write these sections, short: Top line (why we meet, what to leave with); The numbers (by year, change vs last year, still to run); New since last contact; Deals and the conversation (last client email quoted); Who's in the room; What to pitch (two or three options with prices from past line items); Agenda; Questions to ask; Likely objections with an answer each; Gaps (what HubSpot doesn't say); Sources.
End with a Result line to fill in after the meeting, and one prompt to log the outcome.
Save as markdown and as a one-page HTML file, readable on a phone.

Rules

Read only: never create, update, log or delete anything in HubSpot.
Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
Quote people exactly and briefly. Plain words, one line per item, no filler.
If a number can't be found, put it under Gaps instead of estimating it.

Served from the uplift.page library and refreshed within 5 minutes of every update.