aiagents.org

HubSpot

3 listings

Tools

Skills

Check whether a small business's marketing and sales are working

This skill from Anthropic's official small-business plugin answers one question for a small business owner: is the growth engine working? It pulls sales by channel, funnel conversion, campaign return, best and worst products and customer sentiment from connected tools such as HubSpot, Shopify, Stripe or Mailchimp, or from CSV exports if nothing is connected. It uses shared files from the same plugin, so install the whole plugin rather than the skill alone. You get a short growth report that ends with the three actions worth taking this week.

Review one sales deal for health, risks and next steps

This skill from Anthropic's official sales plugin reviews a single opportunity in depth. You ask something like "review the Acme deal" or "is this deal going to close", and it reads the deal from your connected CRM, works out a health score adjusted for recent signals, and lists the risks, gaps in qualification and recommended next actions. It updates records, sends email or books meetings only when you ask; anything else it suggests is shown as a proposal for you to approve. You get a deal health score, a risk and gap list, and next steps for that opportunity.

Show all 25Show fewer