onboarding

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.

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.

Read first to make, edit, animate or render any video with HyperFrames (HTML rendered to video), including launch films, explainers, music videos, charts, maps, vertical clips, title cards, captions and overlays. Holds the render contract, the work loop and what each kind of video needs.

Get or make any media for a HyperFrames video - music, sound effects, images, icons, logos, voiceover, avatar and generated video, transcripts, cutouts, colour grades and looks - with HeyGen or free local tools, and mix placed audio. Also for footage that looks dark, flat or dull, or should be stylized or hidden.

A relentless interview to sharpen a plan or design, which also creates docs (ADR's and glossary) as we go.

Shared vocabulary for designing deep modules. Use when the user wants to design or improve a module's interface, find deepening opportunities, decide where a seam goes, make code more testable or AI-navigable, or when another skill needs the deep-module vocabulary.

Bring existing video code or footage into HyperFrames and verify it frame by frame against the original - Remotion first, also Motion Canvas, Lottie, Three.js, p5.js, canvas or plain HTML/CSS animation, or renders from Manim, After Effects or Blender. Use to port, convert, migrate or reuse work made with another tool.

Bring Figma into a HyperFrames video - rendered assets, brand tokens, components, storyboard frames as reconstructed motion (frames read as states, not slides), shaders and connector-assisted motion. Use when the person pastes a figma.com link or asks to use a Figma design, frame, logo or brand.

Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.

Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having Anthropic's look-and-feel. Use it when brand colors or style guidelines, visual formatting, or company design standards apply.