FREE CHEAT SHEET

6 AI Plays for HubSpot Sales Teams

Copy-paste prompts your team can run this week using the free Claude connector. Pipeline reviews, follow-ups in your rep's voice, lead enrichment with reasoning, and more.

6 copy-paste prompts
Setup instructions included
Before/after benchmarks
01 The Monday Pipeline Review
02 Follow-Ups in Your Rep's Voice
03 Lead Enrichment With Reasoning
04 Rep Activity Audit
05 Deal Risk Scoring
06 Objection-Based Content Briefs

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The Monday Pipeline Review

Replaces 45 minutes of clicking through HubSpot dashboards

BEFORE

Open HubSpot. Click into Deals. Filter by stage. Sort by last activity. Scroll through each one. Open the deal record. Check the timeline. Note down who owns it. Repeat for every deal over $25K. Build a spreadsheet. Share it on Slack.

45 minutes. Every Monday.

AFTER
YOU TYPE

"Show me my pipeline summary for this quarter. Flag deals over $25K with no activity in the last 14 days. For each stalled deal, tell me the last touchpoint, who owns it, and what you'd recommend as a next step."

CLAUDE RETURNS

A plain-English summary with deal names, owners, dollar values, days since last activity, and a recommended action for each one. Your sales manager reads it in 3 minutes instead of building it in 45.