171 skills ・ Works with: HubSpot · sorted by popularity
Assess how marketing channels contribute to conversions and revenue. Compare attribution models, which assign credit to customer interactions, reconcile conflicting reports, and design first-party tracking that connects browsing history to bookings or purchases.
Design the processes connecting marketing, sales, and customer success. Produce documents for lead scoring, meaning prospect prioritization, along with assignment rules, handoff deadlines, deal stages, CRM workflows, and dashboards that show where prospects stall.
Build or modify content management systems such as WordPress and Shopify. Locate the right theme, extension, editor, or content layer, then make changes that respect platform conventions, media handling, previews, and publishing behavior.
Plan customer acquisition through paid ads, SEO, and partnerships for growing B2B SaaS startups. Includes campaign templates, customer acquisition cost calculations, and HubSpot tracking guidance to connect marketing activity with sales opportunities.
Design pricing and subscription plans around customer value and willingness to pay. The skill guides pricing surveys, billing units, feature bundles, free plans, trials, and price increases, helping organize options and define how to evaluate changes.
Helps B2B SaaS teams define target customers, explain product value, and plan market launches. Includes positioning frameworks, competitor comparison sheets for sales, win/loss analysis, and guidance for international expansion.
Combine growth results, customer feedback, and dated competitor changes into a single weekly marketing brief. Connect the findings, highlight the week’s main issue, and prioritize up to three actions with supporting numbers and estimated value.
Find prospective customers resembling your best existing customers, identify relevant decision makers, and rank them by fit, buying signals, and ease of contact. Results include reasons to reach out, source information, and a full XLSX list.
Prioritize inbound HubSpot leads using engagement, company fit, urgency, and recent activity. Get a call list with talking points, follow-up email drafts, and proposed call times, with a CSV or pasted-list fallback.
Review incoming sales inquiries, classify their fit and urgency, and draft replies in the owner's voice using available meeting times. Notify the team about urgent prospects, record activity, and hold every customer reply for approval.
Draft prospect emails and follow-up sequences using the sender’s established writing style and specific facts about each recipient. Present messages for approval, prepare approved sends when connected, and record contact history in HubSpot or a file.
Create a one-page Monday briefing that combines cash, sales, sales opportunities, saved performance reports, and upcoming commitments. Identify one priority for the week using connected services or data supplied through pasted text and uploaded files.
Draft customer replies using order details, payment status, support history, and refund policies, matching the owner's writing style. With connected tools, prepare approved refunds and identify Shopify orders that need attention before customers contact support.
Maintain an ongoing social content calendar, learn the owner's writing style, and prepare Canva graphics and captions. Adapt approved content across channels and stage posts for review, with manual posting plans available when connectors are absent.
Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.
Bring cash, sales, deals, upcoming commitments, and urgent messages into a one-page business brief for small business owners. Use connected tools or owner-supplied figures to show changes, specific risks, and today's most important action.
Keep customer records and sales deals current using emails, meetings, and call transcripts. Prepare activity summaries, follow-up drafts for quiet deals, cleanup proposals, and a next-step queue with owners and dates.
Prepare a daily sales call list ranked by lead priority, with talking points drawn from recent emails. Get proposed calendar slots, follow-up email drafts, and a printable call sheet with space to record outcomes.
Audit CRM deals for missing fields, outdated dates, inactive records, and mismatches between sales stages and supporting evidence. Receive a checklist of issues and suggested fixes, using connected CRM data or an uploaded pipeline export.
Turn an approved campaign brief into a posting calendar, Canva social designs, captions, and plain-text emails. With owner approval at each stage, schedule social posts in HubSpot and hand over email drafts for sending through the owner's chosen tool.
Plan customer acquisition across paid ads, SEO, and partnerships. Structure channel budgets, calculate customer acquisition cost, define lead handoffs to sales, and set up campaign tracking to understand which activities contribute to new business.
Check open HubSpot deals for inactivity, missing next steps or close dates, stalled stages, and overdue tasks. Update an internal flag, send grouped Slack reminders to each representative, and report the highest priority deals to the sales manager.
Assign new HubSpot leads to sales representatives using territory, specialist rules, and weekly lead counts. The skill records assignment reasons, highlights strong buying signals in Slack, and escalates cases that need human judgment.
Turn unhandled contacts in a HubSpot list into researched first-contact emails and follow-up drafts. Record the research and messages in HubSpot, prevent duplicate drafting, and prepare a limited batch for human review and sending.