CorpusIQ pairs HubSpot with the QBR Prep Assembler skill so a quarterly review stops being a 6-tab assembly job. The skill reads the full HubSpot account history (deals, contacts, notes, support cases logged in HubSpot) through read-only OAuth and returns a cited brief organized into wins, risks, expansion signals, and next-quarter asks. The Solo plan starts at $29.95 per month and the brief runs in ChatGPT, Claude, and Perplexity.
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Example prompt
Assemble the QBR brief for Acme Corp covering the last quarter.
Each prompt below pulls live data from HubSpot and returns a cited answer with source links back to the exact records.
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
Read the full security controls and pricing.
Yes if you connect more sources. Adding Gmail expands the email history. Adding QuickBooks adds invoice and payment context. The base pair is HubSpot-only because most QBR data already lives there.
Not directly. The skill outputs a structured brief in markdown. Paste into your deck tool of choice. A slide-output mode is on the roadmap.
By reading recent activity patterns: increased login frequency surfaced in HubSpot, new stakeholders added, support cases tagged 'feature request', open deals beyond the renewal. The brief shows the evidence for each signal.
Yes. The skill is structured for any account-history briefing. For prospects, the wins section becomes 'engagement so far' and the next-quarter asks become 'next milestones'.
