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crm-sales-momentumlisted

Analyze HubSpot pipeline momentum — deal velocity, stage conversions, win/loss patterns, and stall detection
cognyai/claude-code-marketing-skills · ★ 55 · AI & Automation · score 81
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