crm-sales-momentumlisted
Install: claude install-skill cognyai/claude-code-marketing-skills
# CRM Sales Momentum Drivers
Analyze what is driving or stalling pipeline momentum in your HubSpot CRM. Measures deal velocity, stage conversion rates, time-in-stage, and win/loss patterns by segment. Surfaces the deal characteristics that predict wins versus losses and identifies stuck deals.
**Requires:** Cogny Agent subscription ($9/mo) — [Sign up](https://cogny.com/agent)
**Tip:** Run `/crm-icp-analysis` first to establish your ICP baseline, then use this skill to see how ICP-fit deals move through pipeline compared to non-fit deals.
## Usage
`/crm-sales-momentum` — full momentum analysis
`/crm-sales-momentum velocity` — deal velocity and stage timing only
`/crm-sales-momentum stalls` — stuck deal detection only
`/crm-sales-momentum segments` — win/loss patterns by segment 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 pipeline structure
Get deal stage properties to understand the pipeline:
```
hubspot__get_properties(objectType: "deals", propertyNames: ["dealstage", "pipeline"])
```
Identify:
- All pipeline stages and their order (from the `dealstage` property enum values)
- Pipeline names (if multiple pipelines exist)
- Custom deal properties relevant to segmentation
Use