follow-up

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.

Prepares a focused brief before a sales call or meeting. Pulls CRM history, open deals, recent notes, email threads, and company news. Falls back to calendar and email if the contact isn't in HubSpot yet. ALWAYS use this skill before a call or meeting — "prep me for my call with X", "I have a meeting with [company]", "brief me on [name]", "what do I know about X before my call", "research X", "who am I meeting with today", "prepping for X", or just a name paired with "call" or "meeting". Trigger proactively when the user seems about to get on a call and hasn't run prep.

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.

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.

Move issues and external PRs through a state machine of triage roles, categorise, verify, grill if needed, and write agent-ready briefs.

Build and sharpen a project's domain model. Use when discussing codebase terminology, writing or editing a GLOSSARY.md, or recording or editing an ADR.

Writing documents for agents. Use when creating or editing skills, or modifying AGENTS.md or CLAUDE.md.

Writing, exploit; assemble raw material into a journey of beats, grounding each term before a beat leans on it.

Writing, exploit: shape raw material into an article, paragraph by paragraph.

Writing, explore: mine raw fragments, no structure yet.

Use when you have a spec or requirements for a multi-step task, before touching code

Use when creating new skills, editing existing skills, or verifying skills work before deployment