HubSpot Customer Prep
Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.
Workflow
- Call
get_user_details and confirm read access to the needed object types.
- Clarify seed record and goal: company, contact, deal, ticket, meeting type, attendees, date, and desired outcome.
- Find the seed record with
search_crm_objects using name, domain, email, deal name, or ticket subject. If multiple records match, return a disambiguation list with URLs.
- Discover properties with
search_properties: company owner/lifecycle/domain; contact title/email/last contact; deal amount/stage/close date/next step; ticket status/priority/category.
- Use
associatedWith searches for related contacts, companies, deals, and tickets. Fetch selected records with get_crm_objects when richer fields are needed.
Brief
Return source record URLs, snapshot, people, open opportunities, support health, recommended agenda, questions to ask, follow-ups, and caveats. For tasks, next steps, associations, ownership, or stage changes, show exact proposed changes and get approval before manage_crm_objects.
1---2name: hubspot-customer-prep3description: Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups.4---56# HubSpot Customer Prep78Assemble a customer-ready brief while separating CRM facts from inferred recommendations. Follow [../hubspot/SKILL.md](../hubspot/SKILL.md) for access, URLs, pagination, and write approvals.910## Workflow11121. Call `get_user_details` and confirm read access to the needed object types.132. Clarify seed record and goal: company, contact, deal, ticket, meeting type, attendees, date, and desired outcome.143. Find the seed record with `search_crm_objects` using name, domain, email, deal name, or ticket subject. If multiple records match, return a disambiguation list with URLs.154. Discover properties with `search_properties`: company owner/lifecycle/domain; contact title/email/last contact; deal amount/stage/close date/next step; ticket status/priority/category.165. Use `associatedWith` searches for related contacts, companies, deals, and tickets. Fetch selected records with `get_crm_objects` when richer fields are needed.1718## Brief1920Return source record URLs, snapshot, people, open opportunities, support health, recommended agenda, questions to ask, follow-ups, and caveats. For tasks, next steps, associations, ownership, or stage changes, show exact proposed changes and get approval before `manage_crm_objects`.
ConcertoNotes