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The 45-prompt Claude + HubSpot Playbook.

The exact prompts we load into Claude once it is connected to your HubSpot. Ready to run across sales, marketing, RevOps, reporting, finance and leadership. Yours, free, no strings.

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What's inside

Forty-five prompts, across six parts of your business.

Not chat tricks. Real, standing instructions you can hand to Claude once it is connected to your HubSpot, so the work runs itself. Here is a taste of what is in the pack.

Sales
Marketing
RevOps
Reporting
Finance
Leadership
Reporting
"Every Monday at 7am, analyse last week's pipeline and send me a plain-English summary: what moved, what stalled, and the three deals that need me this week."
Sales
"When a deal reaches proposal stage, draft a tailored proposal from our template using the contact's notes, industry and past emails, and leave it in my drafts."
Marketing
"Find contacts who opened our last three emails but never clicked, and draft a short, personal re-engagement note for each."
RevOps
"Audit our pipeline for deals with no activity in 14 days, flag the ones worth saving, and suggest the next step for each."
Finance
"Reconcile this month's closed-won deals against our Xero invoices and flag anything unpaid or mismatched before month end."
Leadership
"Give me a full strategic read across our CRM for next quarter: the three biggest opportunities, the three biggest risks, with the evidence."

These six are just the start. Get the full 45-prompt pack →

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45 prompts6 categoriesReady to runYours, free
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Want these set up for you?

The playbook is the do-it-yourself version. The HubSpot Super Brain is where we wire Claude into your portal and set it all up properly, so your team gets the answers without the copy and paste.

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