call-prep

Quick book-of-business snapshot for a HubSpot Solutions Partner — total clients, total MRR, which clients need attention (churn signals, declining usage, near-term renewals, renewal dates to verify, managed relationships about to lapse) and which carry an ML-detected revenue signal. The fast entry point: it gives the overview, then points you to the specialised partner skills for the deep work. Read-only: never creates or edits records or deals, and never contacts anyone. ALWAYS use this skill for any portfolio-level request — "how's my book of business", "show me my clients", "client overview", "portfolio summary", "book of business", "client snapshot", "which clients need attention", "how's my portfolio doing", "partner overview", "review my clients" — and for "tell me about [client]". This skill is a lightweight pulse only — it hands off to the other skills for detail.

Read-only expansion reporting for a HubSpot Solutions Partner: surface which of the partner's clients are worth an upsell or cross-sell — including clients maxed out on seats, credits, or contacts, sitting on unactivated tools, or simply thriving with room to grow — ranked by value, plus (on request) the reasoning for a fit and suggested outreach copy. Use for viewing, prioritizing, or drilling into a partner's expansion, upsell, or cross-sell opportunities — e.g. "which clients can I sell more to", "who's maxed out on seats", "best Sales Hub opportunities", or "which clients should I approach about AI agents, and why". Do not use for creating or editing deals, updating records, or sending outreach or contacting customers — it drafts copy but only reads and reports. The deep-dive companion to book-pulse.

Read-only renewal reporting for a HubSpot Solutions Partner: surface which of the partner's clients have HubSpot subscription renewals coming up, ranked by urgency, with per-Hub renewal dates and the Contract Manager to coordinate with. Also flags renewal dates in the past that need verifying. Use for viewing, prioritizing, or drilling into upcoming or per-Hub client renewals — e.g. "walk me through my upcoming renewals", "who's renewing in the next 90 days", or "renewal dates for [client]". Do not use for creating or editing renewal deals, updating records, or contacting Contract Managers or customers — those are write workflows, and this skill only reads and reports. The deep-dive renewals companion to book-pulse.

Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat. ALWAYS use this skill when the user asks about a specific person by name — "pull up X", "show me X's record", "what's happening with X", "check X", "who is X", "tell me about X", "what's X's status", "when did we last contact X", "look up X". Also trigger when the user pastes a contact email address wanting context on that person.

Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs as readable markdown. ALWAYS use this skill when the user wants their day laid out — "good morning", "daily brief", "morning brief", "what do I need to do today", "what's on my plate", "what should I focus on", "catch me up", "today's priorities", "what's urgent", "what's due today", "show me my day", or any morning planning request. Trigger proactively when a user opens Claude first thing with no specific ask.

Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with full tracking. If deal-related, updates the next step or deal stage as applicable. ALWAYS use this skill when the user wants to write or send outbound communication to a specific contact — "follow up with X", "draft an email to X", "send something to X", "check in with X", "reach out to X", "ping X", "touch base with X", "I need to reply to X", "draft a follow-up for [deal]", "write to X". Trigger on any request to compose outbound communication tied to a contact or deal.

Main HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipeline-pulse, import-contacts) when a specific workflow is needed. ALWAYS use this skill as the primary entry point for any HubSpot-related request — "show me [contact]", "open deals", "pipeline value", "create a task", "update [deal]", "how many contacts", "what can you do", or anything touching contacts, companies, deals, or tasks. Even when another skill might match, use this one — it routes appropriately. Trigger on "/hubspot", "hey HubSpot", or any CRM question without a more specific skill clearly in scope.

Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association. ALWAYS use this skill when the user wants to bring contacts into HubSpot — "import contacts", "upload a CSV", "add these people to HubSpot", "import my list", "bring in contacts from [source]", "I have a spreadsheet of contacts", "add contacts from my email", "migrate contacts", "sync contacts from [app]", "load my network". Trigger whenever the user wants to bulk-add people to the CRM, regardless of source.

Manage the sales CRM in ActiveCampaign — deals, pipelines, stages, deal notes, owner assignment, and custom objects. Use when the user wants to create or update deals, build or reorganize a pipeline, move deals between stages, reassign deal owners, add notes, or model custom data with custom objects.

Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let the skill pick the meeting from your upcoming calendar. Provide attendee names or emails and rich context on the meeting purpose, stakes, and known dynamics to get a tight, decision-ready brief — headline, relationship posture per attendee, prior-conversation context (open threads and unresolved questions from past calls and emails), ranked talking points, discovery questions, suggested agenda, and what NOT to do. Use when prepping for a sales or customer call, QBR, renewal, or demo. Optimized for a 30-min slot.

Analyze meeting notes to find action items and create Jira tasks for assigned work. When an agent needs to: (1) Create Jira tasks or tickets from meeting notes, (2) Extract or find action items from notes or Confluence pages, (3) Parse meeting notes for assigned tasks, or (4) Analyze notes and generate tasks for team members. Identifies assignees, looks up account IDs, and creates tasks with proper context.

Generate project status reports from Jira issues and publish to Confluence. When an agent needs to: (1) Create a status report for a project, (2) Summarize project progress or updates, (3) Generate weekly/daily reports from Jira, (4) Publish status summaries to Confluence, or (5) Analyze project blockers and completion. Queries Jira issues, categorizes by status/priority, and creates formatted reports for delivery managers and executives.

Automatically convert Confluence specification documents into structured Jira backlogs with Epics and implementation tickets. When an agent needs to: (1) Create Jira tickets from a Confluence page, (2) Generate a backlog from a specification, (3) Break down a spec into implementation tasks, or (4) Convert requirements into Jira issues. Handles reading Confluence pages, analyzing specifications, creating Epics with proper structure, and generating detailed implementation tickets linked to the Epic.

Intelligently triage bug reports and error messages by searching for duplicates in Jira and offering to create new issues or add comments to existing ones. When an agent needs to: (1) Triage a bug report or error message, (2) Check if an issue is a duplicate, (3) Find similar past issues, (4) Create a new bug ticket with proper context, or (5) Add information to an existing ticket. Searches Jira for similar issues, identifies duplicates, checks fix history, and helps create well-structured bug reports.

Use when the user asks about finding the best, top, or recommended model for a task, wants to know what AI model to use, or wants to compare models by benchmark scores. Triggers on: "best model for X", "what model should I use for", "top models for [task]", "which model runs on my laptop/machine/device", "recommend a model for", "what LLM should I use for", "compare models for", "what's state of the art for", or any question about choosing an AI model for a specific use case. Always use this skill when the user wants model recommendations or comparisons, even if they don't explicitly mention HuggingFace or benchmarks.

Validate a user AnomalyGenNext dataset and recipe, freeze its validation set, and prepare a canonical texture fine-tuning recipe. Use when AnomalyGenNext task weights do not yet exist. Do not use for ordinary defect generation.