uplift.page
← library
skill🤝 CRM & salesv2 · updated 2026-10-09

HubSpot renewals list

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.

Run it as a prompt

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

prompt.md
# HubSpot renewals list

Find next year's renewals before the client goes quiet, from HubSpot alone, through the HubSpot connector.

## When to use

- "Who do I need to renew for next year?"
- Planning the renewal push each fall

## Steps

1. Pull closed-won deals for this year and last year with company, owner, amount and close date, and every open deal for next year.
2. Keep companies with spend this year (or last year) and no deal for next year.
3. Rank warmest first: a client email in the last 30 days, then this year's spend, then last year's.
4. For each: company, owner, this year, last year, last client email (quoted briefly, with date), open tasks, and one suggested next step.
5. Add a Copy for Claude prompt per company that drafts the renewal email from its history.
6. Show it as a table I can sort and filter by owner, saved as one HTML file.

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

The full skill

Find next year's renewals before the client goes quiet, from HubSpot alone, through the HubSpot connector.

When to use

  • "Who do I need to renew for next year?"
  • Planning the renewal push each fall

Steps

  1. Pull closed-won deals for this year and last year with company, owner, amount and close date, and every open deal for next year.
  2. Keep companies with spend this year (or last year) and no deal for next year.
  3. Rank warmest first: a client email in the last 30 days, then this year's spend, then last year's.
  4. For each: company, owner, this year, last year, last client email (quoted briefly, with date), open tasks, and one suggested next step.
  5. Add a Copy for Claude prompt per company that drafts the renewal email from its history.
  6. Show it as a table I can sort and filter by owner, saved as one HTML file.

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.

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