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crm-icp-analysislisted

Analyze HubSpot CRM data to build a data-driven Ideal Customer Profile from closed-won deals, contacts, and companies
cognyai/claude-code-marketing-skills · ★ 55 · AI & Automation · score 81
Install: claude install-skill cognyai/claude-code-marketing-skills
# CRM ICP Analysis Build a data-driven Ideal Customer Profile by analyzing closed-won deals, associated contacts, and companies in your HubSpot CRM. Identifies patterns in industries, company sizes, job titles, deal sizes, sales cycles, and lead sources that predict revenue. **Requires:** Cogny Agent subscription ($9/mo) — [Sign up](https://cogny.com/agent) ## Usage `/crm-icp-analysis` — full ICP analysis across all dimensions `/crm-icp-analysis companies` — company firmographic analysis only `/crm-icp-analysis contacts` — buyer persona analysis only `/crm-icp-analysis deals` — deal pattern analysis only ## Prerequisites Check Call `mcp__cogny__hubspot__get_user_details` to verify CRM access. Confirm read access to contacts, companies, and deals. If access is missing: ``` This skill requires HubSpot CRM access via Cogny's MCP server. Sign up at https://cogny.com/agent and connect your HubSpot account. ``` ## Steps ### 1. Discover available properties Before querying data, understand what fields exist: ``` hubspot__get_properties(objectType: "deals") hubspot__get_properties(objectType: "companies") hubspot__get_properties(objectType: "contacts") ``` Identify key properties for analysis: - **Deals:** dealstage, amount, closedate, createdate, pipeline, dealtype, hs_analytics_source - **Companies:** industry, numberofemployees, annualrevenue, city, state, country, type - **Contacts:** jobtitle, hs_persona, lifecyclestage, hs_analytics_source Note any custom propertie