Customer and CRM prompts¶
For HubSpot and LeadConnector (GoHighLevel) pipelines. Add Email and Calendar to get engagement context, QuickBooks to tie deals to invoiced revenue.
"How healthy is my sales pipeline?"¶
What this does: Pipeline review — deal velocity, stalled
opportunities, contact engagement gaps, forecast accuracy.
Connectors used: HubSpot or LeadConnector, Email, Calendar,
QuickBooks, Shopify.
Behind the scenes: crm-pipeline-health skill.
Sample answer shape: Stage-by-stage pipeline health with stalled-deal
list and forecast confidence note.
"Which deals are stuck?"¶
What this does: Ranks open deals by days-since-last-activity. Surfaces
ones with no email/calendar touch.
Connectors used: HubSpot, Email, Calendar.
Behind the scenes: crm-pipeline-health.
Sample answer shape: Deal list with amount, stage, days idle, last
contact.
"Score every customer by health."¶
What this does: Account-by-account health scoring — usage, billing,
engagement, support signals. Identifies healthy / at-risk / critical.
Connectors used: HubSpot, GA4 (or PostHog), Email, QuickBooks.
Behind the scenes: customer-health-scorecard skill.
Sample answer shape: Ranked list with health score, top driver,
and recommended action per account.
"Which customers are about to churn?"¶
What this does: Surfaces at-risk accounts before cancellation —
declining engagement, failed payments, support escalations.
Connectors used: HubSpot, Email, QuickBooks, Klaviyo (if available).
Behind the scenes: churn-prevention skill.
Sample answer shape: At-risk account list with risk signals and a
suggested save play.
"Find the contact record for Jane at Acme."¶
What this does: Searches your CRM for a person.
Connectors used: HubSpot or LeadConnector.
Behind the scenes: search_hubspot_contacts or
search_leadconnector_contacts.
Sample answer shape: Matching contacts with email, phone, company,
and last-activity.
"Prep me for my call with Acme."¶
What this does: Pulls everything CorpusIQ has on a specific account
— CRM deal, recent emails, past meetings, invoice/payment history,
support threads.
Connectors used: HubSpot, Email, Calendar, QuickBooks.
Behind the scenes: sales-call-prep-brief skill.
Sample answer shape: A pre-call brief — relationship state, open
items, last touchpoint, suggested talking points.
"Prepare a QBR deck for [customer name]."¶
What this does: Builds a quarterly business review brief — usage
metrics, wins, open issues, expansion angles.
Connectors used: HubSpot, GA4 or PostHog, Email.
Behind the scenes: qbr-prep-assembler skill.
Sample answer shape: Structured QBR sections populated from the
account's actuals.
"How are bookings going? What's the meeting-to-close rate?"¶
What this does: Analyzes the booked-meeting funnel — bookings,
no-shows, demos completed, demo-to-deal rate.
Connectors used: Calendly, HubSpot, Calendar.
Behind the scenes: meeting-funnel-analyst skill.
Sample answer shape: Funnel from booked → showed → converted with
conversion rate per stage.
"List my most engaged customer contacts this month."¶
What this does: Cross-references CRM with email and calendar activity. Connectors used: HubSpot, Email, Calendar. Behind the scenes: Pipeline + engagement join. Sample answer shape: Contact list ranked by touchpoint count.