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Expert en CRM avancé (HubSpot, Salesforce, pipeline, automation, reporting, contexte DZ, intégrations, data quality)

日本語の概要は準備中です。原文の説明を表示しています。

Expert en implémentation CRM (HubSpot, Salesforce, customization, data migration, DZ)

日本語の概要は準備中です。原文の説明を表示しています。

Generates standard operating procedures for B2B SaaS marketing operations: campaign naming conventions, UTM governance, tool administration, workflow QA, data hygiene, lead routing, and incident response playbooks. Use when setting up or auditing marketing ops processes, onboarding a new marketing ops hire, standardizing campaign tracking, fixing broken lead routing, cleaning up HubSpot or CRM data, building QA checklists for campaign launches, or creating incident response procedures for marketing system failures. Also use when asked to "fix our UTM mess," "standardize campaign naming," "build a QA checklist," "audit our marketing ops," or "create an ops runbook." Designed for B2B SaaS marketing teams running HubSpot with multi-geo, multi-segment operations.

日本語の概要は準備中です。原文の説明を表示しています。

Workflow for building and modifying content management systems across WordPress, Shopify, Wix, Squarespace, Drupal, WooCommerce, Joomla, HubSpot CMS Hub, Webflow, Adobe Experience Manager, and similar platforms. Use when working on CMS themes, plugins, apps, modules, admin panels, media uploads, content models, editors, markdown pipelines, or static export workflows.

日本語の概要は準備中です。原文の説明を表示しています。

Multi-channel demand generation, paid media optimization, SEO strategy, and partnership programs for Series A+ startups. Includes CAC calculator, channel playbooks, HubSpot integration, and international expansion tactics. Use when planning demand generation campaigns, optimizing paid media, building SEO strategies, establishing partnerships, or when user mentions demand gen, paid ads, LinkedIn ads, Google ads, CAC, acquisition, lead generation, or pipeline generation.

日本語の概要は準備中です。原文の説明を表示しています。

Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers, ranks the ones worth a call today with talking points, drafts the follow-ups, and proposes calendar times for the owner to book. Use when the owner asks to prioritize, score, or rank leads, asks "who should I call first," or asks about their pipeline. An ask that wants the ranked leads turned into a call list with time blocked on the calendar routes to /call-list, which runs this skill first and then books the time.

日本語の概要は準備中です。原文の説明を表示しています。

Runs the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three parts into a single one-page Monday document, delivered per the owner's stored output preference. Requires no connectors and degrades gracefully, building from whatever of the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), Calendar, DocuSign, Expensify, Gmail or M365, HubSpot, PayPal, Ramp, RingEx Chat, Shopify, Slack, Stripe, and TikTok Ads is connected, or from pasted and uploaded data when none are. Trigger on "Monday brief," "start my week," "what do I need to know this week," "weekly briefing," "catch me up before Monday," or when the owner schedules a recurring start-of-week update.

日本語の概要は準備中です。原文の説明を表示しています。

Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a daily brief, a Friday recap, or says anything like "what am I missing" or "catch me up on the business." A start-of-week briefing routes to /monday-brief, which runs this skill as its first link.

日本語の概要は準備中です。原文の説明を表示しています。

Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.

日本語の概要は準備中です。原文の説明を表示しています。

Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".

日本語の概要は準備中です。原文の説明を表示しています。

Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. This is the one-shot campaign executor: a finished brief goes in, a complete campaign comes out. Use when the owner hands off an approved brief or points at one — "run this brief," "execute the campaign," "turn this brief into posts," "build the campaign from the plan we approved." For day-to-day posting with no brief — "I need to post more," "what should we post" — use social-content-engine instead; it owns the standing calendar.

日本語の概要は準備中です。原文の説明を表示しています。

Runbook for turning a HubSpot renewal date into a prepped packet and a drafted outreach email for {{projectName}}. Covers the 90/60/30-day windows, what belongs in a renewal packet, at-risk signals, Google Calendar cross-checking, and the human approval gate before anything sends or discounts.

日本語の概要は準備中です。原文の説明を表示しています。

Daily HubSpot pipeline-hygiene rules — staleness, missing next step/close date, stage stalls, and overdue tasks — plus how to nudge the owning rep in Slack and escalate the day's worst offenders to the sales manager. The only write is an internal hygiene flag; stage, owner, and amount are never touched.

日本語の概要は準備中です。原文の説明を表示しています。

Daily runbook for tracking new customer accounts against onboarding milestones in Postgres and HubSpot for {{projectName}}. Covers the milestone framework, stall and overdue detection, nudge drafting, the owning-CSM alert, and the human approval gate before anything sends or changes account state.

日本語の概要は準備中です。原文の説明を表示しています。

The per-call runbook for turning a finished sales call's transcript — found in the connected Google Drive folder — into an updated HubSpot deal (or a flagged handoff when no deal matches), filed follow-up tasks in {{linear_team}}, and a drafted recap email — held for the rep's approval before it sends.

日本語の概要は準備中です。原文の説明を表示しています。

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

日本語の概要は準備中です。原文の説明を表示しています。

Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).

日本語の概要は準備中です。原文の説明を表示しています。

Decides which named technologies a company actually runs on its website, verified against the live site. Triggers on "find companies using Shopify", "they're on HubSpot", "tech stack targeting", "technographics", "who uses Klaviyo", "companies running WordPress". Outputs a per-domain verdict (tech_confirmed plus the verified stack and its evidence); the copy-ready clause is OFF by default and runs only when the operator asks for one.

日本語の概要は準備中です。原文の説明を表示しています。

Use when responsive HTML email has to render correctly in every client — table-based structure, inline CSS, 600px max width, dark mode handling, quirks for Gmail, Apple Mail, Outlook and Yahoo, bulletproof buttons, and a pre-send test checklist, shipping a self-contained .html file to paste into Klaviyo, Mailchimp, HubSpot, or Brevo. Trigger on 'HTML email', 'code an email template', 'responsive email', 'why does my email break in Outlook', 'email dark mode is broken', 'the newsletter looks wrong on mobile'. Not for — sequence strategy and subject lines, see `14-email-marketing-global`; a web page, see `12-landing-page-brief-global`; brand colors and fonts, see `46-brand-guideline-global`.

日本語の概要は準備中です。原文の説明を表示しています。

Use when handling external API rate limits (e.g., OpenAI 429s, HubSpot or Stripe rate limits), preventing duplicate work from rapid event bursts (debouncing user actions), spreading load over time, ensuring per-tenant fairness, processing events in batches, limiting concurrent runs of the same operation, or assigning priority to important runs. Covers Inngest flow control: concurrency limits with keys, throttling, rate limiting, debounce, priority, singleton, and event batching.

日本語の概要は準備中です。原文の説明を表示しています。

Build managed ingestion pipelines into Databricks using Lakeflow Connect. Use when ingesting from SaaS apps (Salesforce, Workday Reports, ServiceNow, Google Analytics 4, HubSpot, Confluence) or databases (SQL Server cloud and on-prem; PostgreSQL/MySQL CDC in PuPr) into Unity Catalog with serverless pipelines.

日本語の概要は準備中です。原文の説明を表示しています。

Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries, flags stale, invalid, role, and test records, finds broken contact-company associations, and produces a reviewable merge plan plus import-ready files without touching the live CRM. Use this skill whenever the user wants to dedupe, find or merge duplicate contacts, merge companies or accounts, clean up a CRM, prep a CRM migration or re-import, or says the CRM export is a mess. Also use it when they mention only one symptom, like "the same person is in here three times", "half our leads are junk", or "our company records don't match".

日本語の概要は準備中です。原文の説明を表示しています。

Multi-channel demand generation, paid media optimization, SEO strategy, and partnership programs for Series A+ startups. Includes CAC calculator, channel playbooks, HubSpot integration, and international expansion tactics. Use when planning demand generation campaigns, optimizing paid media, building SEO strategies, establishing partnerships, or when user mentions demand gen, paid ads, LinkedIn ads, Google ads, CAC, acquisition, lead generation, or pipeline generation.

日本語の概要は準備中です。原文の説明を表示しています。

Generate UTM-tagged URLs for campaign tracking. Create consistent, organized tracking links for Google Analytics, HubSpot, and other analytics platforms. Supports bulk generation, naming conventions, and campaign documentation. Use when creating tracking links, campaign URLs, or organizing marketing attribution.

日本語の概要は準備中です。原文の説明を表示しています。