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skill🤝 CRM & salesv2 · updated 2026-10-09

HubSpot prompt ideas

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.

Run it as a prompt

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

prompt.md
# HubSpot prompt ideas

Give a person eight prompts worth running today, written from their own HubSpot data, through the HubSpot connector. A good prompt names the client, the deal and the date, so it works when pasted as is.

## When to use

- Every morning, for each rep, manager or marketer
- Filling the Prompt ideas section of a morning page

## Steps

1. Ask whose day it is and their role (rep, manager, marketer).
2. Pull their meetings today and tomorrow, client emails waiting on them, open deals with stage and last activity, renewals with nothing booked, and tasks due.
3. Write eight prompts in five groups: Follow up, Prep, Renew, Clean up HubSpot, Report. Each names a real record and says what to produce (a draft, a brief, a list), and that nothing is sent or saved without a yes.
4. Check each prompt can be answered from HubSpot alone; drop any that can't.
5. Return them as a list, or as HTML cards with a Copy button and the record each one is about.

## 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.

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-prompt-ideas/SKILL.md --create-dirs -o .agents/skills/hubspot-prompt-ideas/SKILL.md
or from any MCP client
MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-prompt-ideas"}

The full skill

Give a person eight prompts worth running today, written from their own HubSpot data, through the HubSpot connector. A good prompt names the client, the deal and the date, so it works when pasted as is.

When to use

  • Every morning, for each rep, manager or marketer
  • Filling the Prompt ideas section of a morning page

Steps

  1. Ask whose day it is and their role (rep, manager, marketer).
  2. Pull their meetings today and tomorrow, client emails waiting on them, open deals with stage and last activity, renewals with nothing booked, and tasks due.
  3. Write eight prompts in five groups: Follow up, Prep, Renew, Clean up HubSpot, Report. Each names a real record and says what to produce (a draft, a brief, a list), and that nothing is sent or saved without a yes.
  4. Check each prompt can be answered from HubSpot alone; drop any that can't.
  5. Return them as a list, or as HTML cards with a Copy button and the record each one is about.

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.

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