call-prep

Quick book-of-business snapshot for a HubSpot Solutions Partner — total clients, total MRR, which clients need attention (churn signals, declining usage, near-term renewals, renewal dates to verify, managed relationships about to lapse) and which carry an ML-detected revenue signal. The fast entry point: it gives the overview, then points you to the specialised partner skills for the deep work. Read-only: never creates or edits records or deals, and never contacts anyone. ALWAYS use this skill for any portfolio-level request — "how's my book of business", "show me my clients", "client overview", "portfolio summary", "book of business", "client snapshot", "which clients need attention", "how's my portfolio doing", "partner overview", "review my clients" — and for "tell me about [client]". This skill is a lightweight pulse only — it hands off to the other skills for detail.

Read-only expansion reporting for a HubSpot Solutions Partner: surface which of the partner's clients are worth an upsell or cross-sell — including clients maxed out on seats, credits, or contacts, sitting on unactivated tools, or simply thriving with room to grow — ranked by value, plus (on request) the reasoning for a fit and suggested outreach copy. Use for viewing, prioritizing, or drilling into a partner's expansion, upsell, or cross-sell opportunities — e.g. "which clients can I sell more to", "who's maxed out on seats", "best Sales Hub opportunities", or "which clients should I approach about AI agents, and why". Do not use for creating or editing deals, updating records, or sending outreach or contacting customers — it drafts copy but only reads and reports. The deep-dive companion to book-pulse.

Read-only renewal reporting for a HubSpot Solutions Partner: surface which of the partner's clients have HubSpot subscription renewals coming up, ranked by urgency, with per-Hub renewal dates and the Contract Manager to coordinate with. Also flags renewal dates in the past that need verifying. Use for viewing, prioritizing, or drilling into upcoming or per-Hub client renewals — e.g. "walk me through my upcoming renewals", "who's renewing in the next 90 days", or "renewal dates for [client]". Do not use for creating or editing renewal deals, updating records, or contacting Contract Managers or customers — those are write workflows, and this skill only reads and reports. The deep-dive renewals companion to book-pulse.

Pulls a full view of a contact from HubSpot — deal status, lifecycle stage, last interaction, notes, tasks, and associated company. Returns a clean summary in chat. ALWAYS use this skill when the user asks about a specific person by name — "pull up X", "show me X's record", "what's happening with X", "check X", "who is X", "tell me about X", "what's X's status", "when did we last contact X", "look up X". Also trigger when the user pastes a contact email address wanting context on that person.

Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs as readable markdown. ALWAYS use this skill when the user wants their day laid out — "good morning", "daily brief", "morning brief", "what do I need to do today", "what's on my plate", "what should I focus on", "catch me up", "today's priorities", "what's urgent", "what's due today", "show me my day", or any morning planning request. Trigger proactively when a user opens Claude first thing with no specific ask.

Drafts a personalised follow-up or outreach email for a named contact, grounded in HubSpot deal context, recent notes, and email history. Opens HubSpot with the email pre-populated so the rep can review and send with full tracking. If deal-related, updates the next step or deal stage as applicable. ALWAYS use this skill when the user wants to write or send outbound communication to a specific contact — "follow up with X", "draft an email to X", "send something to X", "check in with X", "reach out to X", "ping X", "touch base with X", "I need to reply to X", "draft a follow-up for [deal]", "write to X". Trigger on any request to compose outbound communication tied to a contact or deal.

Main HubSpot assistant and entry point for all CRM tasks. Handles direct lookups, stats, quick field updates, and how-to questions — and routes to specialized skills (call-prep, daily-brief, follow-up, log-call, pipeline-pulse, import-contacts) when a specific workflow is needed. ALWAYS use this skill as the primary entry point for any HubSpot-related request — "show me [contact]", "open deals", "pipeline value", "create a task", "update [deal]", "how many contacts", "what can you do", or anything touching contacts, companies, deals, or tasks. Even when another skill might match, use this one — it routes appropriately. Trigger on "/hubspot", "hey HubSpot", or any CRM question without a more specific skill clearly in scope.

Imports contacts into HubSpot from any source — a CSV file, a pasted list, or data from connected apps like Gmail. Handles field mapping, duplicate detection, batch import, and company association. ALWAYS use this skill when the user wants to bring contacts into HubSpot — "import contacts", "upload a CSV", "add these people to HubSpot", "import my list", "bring in contacts from [source]", "I have a spreadsheet of contacts", "add contacts from my email", "migrate contacts", "sync contacts from [app]", "load my network". Trigger whenever the user wants to bulk-add people to the CRM, regardless of source.

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飞书多维表格（Base）操作：建表、字段、记录、视图、统计、公式/lookup、表单、仪表盘、应用模式（BaseApp/AppMode 页面与组件）、Workspace 目录、workflow、角色权限、模板中心（多维表格模板分类/列表/搜索）；遇到 Base/多维表格/bitable、BaseApp/AppMode、/base/ 或 /app/ 链接时使用。BaseApp 不走 lark-apps；文件导入/导出转 lark-drive，认证/授权转 lark-shared。

Use for lark-cli setup/auth tasks: auth login/status/logout, user vs bot identity, business-domain permissions (--domain, including all/docs/drive), missing scopes, revoking authorization, or handling _notice JSON.

飞书知识库：管理知识空间、空间成员和文档节点。创建和查询知识空间、查看和管理空间成员、管理节点层级结构、在知识库中组织文档和快捷方式。当用户需要在知识库中查找或创建文档、浏览知识空间结构、查看或管理空间成员、移动或复制节点时使用。当用户给出 doubao.com 的 /wiki/ URL/token 时，也应直接使用本 skill，不要因为域名不是飞书而回退到 WebFetch；路由依据是 URL 路径模式和 token，而不是域名。不负责：上传文件到知识库节点下（走 lark-drive）、编辑文档/表格/Base 内容（走 lark-doc / lark-sheets / lark-base）。

飞书任务：管理任务、清单和任务智能体。创建待办任务、查看和更新任务状态、拆分子任务、组织任务清单、分配协作成员、上传任务附件、注册或注销任务智能体、更新任务智能体的主页数据、写入智能体任务记录。当用户需要创建待办事项、查看任务列表、跟踪任务进度、管理项目清单或给他人分配任务、为任务上传附件文件、注册注销任务智能体、更新智能体主页数据、写入任务记录时使用。