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Research new HubSpot leads and prepare personalized follow-up email drafts using the team's sales guidance. Include one tailored qualifying question and an available call time, save research to HubSpot, and hold drafts for human review.

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• Prepare follow-up drafts for new leads
• Tailor sales emails using company research
• Propose a call time from calendar availability

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.

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• Finding deals with no recent activity
• Checking for missing next steps and close dates
• Reminding representatives about overdue tasks

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.

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• Assigning new leads to the right sales representative
• Highlighting leads with strong buying signals
• Checking why a lead was assigned to a representative

Maintain HubSpot customer records by merging duplicate contacts, filling missing information from Clearbit, and flagging inactive deals. Field-fill batches above a configured record threshold wait for human approval, and each run reports its changes and pending requests.

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• Scheduled nightly CRM cleanup
• Merging duplicate contact records
• Filling missing job titles and company details

Check new customer onboarding progress using HubSpot and Postgres, identify stalled or overdue milestones, and prepare emails tailored to the missed step. Notify the customer success manager while leaving customer communication to human review.

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• Daily checks of new customer onboarding progress
• Drafting helpful emails for stalled setup steps
• Reminding customer success managers about overdue accounts

Build a weekly sales forecast from HubSpot deals using the team’s configured stage probabilities. Compare expected revenue with the quarterly quota, break it down by stage, owner, and segment, and report deal risks in Slack.

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• Preparing weekly sales forecast reports
• Comparing quarterly forecasts with quotas
• Reviewing forecasts by stage, owner, and segment

Analyze won and lost HubSpot deals by customer segment, competitor, deal value, and the stage before a loss. Group recorded loss reasons into themes and post a weekly Slack summary with concrete recommendations, leaving deal records unchanged.

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• Reviewing weekly win rates and won or lost deal value
• Comparing outcomes by customer segment and competitor
• Finding price bands and sales stages with frequent losses

Turn a sales call transcript into an updated HubSpot deal, Linear tasks for commitments, and a recap email draft. Ambiguous deal matches are flagged for a person to check, and the email stays unsent for the representative's review.

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• Update deal records after a sales call
• Create follow-up tasks for promises made on a call
• Draft a recap email for representative review

Find the Wren CLI workflow for answering data questions, connecting databases or SaaS sources, generating model definitions, adding business metrics, or building a shareable analytics app. Guides are retrieved from the installed CLI version.

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• Set up Wren and connect a database
• Load HubSpot or Stripe data through dlt
• Generate model definitions and add business metrics

Import SaaS data into DuckDB using dlt, a data loading tool, then generate a Wren project with table definitions and relationships. Verify the setup with real SQL queries, or start from an existing DuckDB file.

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• Importing HubSpot or Stripe data for SQL analysis
• Creating a Wren project from an existing dlt DuckDB file
• Generating table definitions and parent-child relationships

Design workflows for completing business lead records, verifying contact details, and ranking prospects against an ideal customer profile. Plan provider sequences in Clay, scoring rules, and data quality checks around lead volume, existing tools, and budget.

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• Designing a workflow to fill missing lead data
• Defining lead scores against an ideal customer profile
• Reviewing email verification when bounce rates rise

Choose metrics for AI product revenue, sales efficiency, retention, and computing costs. Plan dashboards and weekly reviews, assess customer data quality, and decide how to credit marketing and sales interactions for completed deals.

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• Choosing revenue and sales metrics for an AI product
• Planning dashboards for executives and sales teams
• Assessing CRM data quality

Plan personalized video outreach for prospective customers, from useful sample deliverables and short scripts to tool selection and follow-up sequences. Use viewing data to guide next steps and design product demos prospects can watch independently.

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• Add personalized videos to cold outreach
• Choose video tools for sales volume and budget
• Plan recorded demos prospects can watch independently

Plan AI sales development systems that qualify prospects, organize outreach, classify replies, and hand opportunities to people. Use customer criteria, budget, CRM setup, and sales goals to shape platform choices and a four-week rollout plan.

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• Planning an AI sales development rollout
• Defining prospect scores and qualification criteria
• Improving outreach with low reply or meeting conversion rates

Design automation for sales and marketing workflows, including lead scoring, routing, CRM updates, and AI agent tasks. The skill helps choose platforms, organize shared customer context, and define monitoring and feedback loops around team needs and budget.

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• Designing lead enrichment and routing workflows
• Comparing n8n, Make, and Zapier for team needs
• Planning AI-assisted sales workflows

Replicate the 7 programmatic SEO plays that took Zapier, Clay, Composio, Gamma, Mintlify, HeyGen and HubSpot to

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Build sourced JSON dossiers on people, companies, or topics with DeepAPI. Use for profiles, prospects, vendor due diligence, or customer research across sources; use deep-research for recommendations.

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Interactive setup wizard for the claude-ops plugin. Installs missing CLIs, configures env vars for each channel (Telegram, WhatsApp, Email, Slack, Notion, Linear, Sentry, Vercel), builds the project registry, and saves user preferences. Run once after installing the plugin or any time to reconfigure.

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Add any SaaS API as a first-class integration. Provide the service name — ops-integrate discovers auth patterns, tests connectivity, and registers the API in your partner registry so it's available to other skills.

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Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.

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Comprehensive Apollo.io migration strategies. Use when migrating from other CRMs to Apollo, consolidating data sources, or executing large-scale data migrations. Trigger with phrases like "apollo migration", "migrate to apollo", "apollo data import", "crm to apollo", "apollo migration strategy".

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Help users identify the most viable path into product management, assess their role fit, and execute a transition strategy through internal mobility, APM programs, or startup roles.

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Read and manage the HubSpot CRM: contacts, contact search, deals. Trigger phrases: hubspot, CRM, contacts, deals, pipeline.

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Pre-sales-call intelligence composite. Deep dives on the person AND their company before a sales call, then maps findings to your product to generate talking points, objection prep, and a call strategy. Goes beyond generic attendee research — this is sales-specific intelligence that helps SDRs, AEs, and founders walk into calls with a plan. Tool-agnostic — works with any CRM, research source, and calendar.

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