crm-icp-analysis

Analyze HubSpot closed-won deals to build a data-driven Ideal Customer Profile.

90|10|Updated Mar 25, 2026
One-click install
npx skills add https://github.com/cognyai/claude-code-marketing-skills --skill crm-icp-analysis
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm-icp-analysis
Source: https://github.com/cognyai/claude-code-marketing-skills/tree/main/skills/crm-icp-analysis
Command: npx skills add https://github.com/cognyai/claude-code-marketing-skills --skill crm-icp-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill turns messy HubSpot CRM data into a clear, data-driven Ideal Customer Profile by analyzing closed-won deals, associated companies, and buyer contacts to identify the firmographic and persona patterns that predict revenue.

Core Features & Use Cases

  • Closed-won deal analysis: Aggregates and summarizes deal counts, total revenue, average and median deal sizes, deal-size distribution, and sales cycle lengths.
  • Firmographic profiling: Extracts company-level signals like industry, employee count, revenue bands, and geographic clusters to define company-level ICP sweet spots.
  • Buyer persona extraction: Clusters contact job titles and seniority to identify primary and secondary buyer personas and multi-threaded deal characteristics.
  • Cross-dimensional insights & scoring: Combines deals, companies, and contacts to produce best/worst segments, an ICP scoring model, anti-ICP rules, and recommended actions captured as findings.
  • Use case: Use this Skill to prioritize outbound and ad targeting by identifying the industry + company size + persona combination that delivers the highest win rate and revenue per deal.

Quick Start

Run the /crm-icp-analysis command to analyze your HubSpot closed-won deals and generate an ICP report with actionable findings and recommended next steps.

Frequently Asked Questions about crm-icp-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a data-driven ICP from HubSpot CRM data?

To build a data-driven ICP from HubSpot CRM data, this Skill analyzes your closed-won deals, associated companies, and buyer contacts to identify the firmographic and persona patterns that predict revenue. It aggregates deal metrics, clusters firmographics, and extracts buyer personas.

Can I analyze closed-won deal revenue and sales cycle length in HubSpot?

Yes, you can analyze closed-won deal revenue and sales cycle length in HubSpot. This Skill aggregates and summarizes deal counts, total revenue, average and median deal sizes, deal-size distribution, and sales cycle lengths from your HubSpot datasets to define your ICP sweet spots.

What firmographic and buyer persona signals are used for ICP customer profiling?

For ICP customer profiling, this Skill extracts firmographic signals like industry, employee count, revenue bands, and geographic clusters, alongside buyer persona signals by clustering contact job titles and seniority to identify primary and secondary buyers.

Do I need Cogny MCP HubSpot connectors to run closed-won deal analysis?

Yes, you need Cogny MCP HubSpot connectors with read access to run closed-won deal analysis. This Skill requires these connectors to access your HubSpot datasets and supports recording ICP recommendations and findings via the mcp__cogny__create_finding function.

What's the best way to score and segment leads against an ICP model?

The best way to score and segment leads against an ICP model is by cross-referencing deals, companies, and contacts. This Skill combines these dimensions to produce best and worst segments, an ICP scoring model, and anti-ICP rules for prioritizing outbound and ad targeting.

When should I not use HubSpot closed-won data for ICP analysis?

You should not use HubSpot closed-won data for ICP analysis if your CRM dataset is incomplete, messy, or lacks associated company and contact records. Meaningful firmographic clustering, buyer persona extraction, and deal-size segmentation require clean, well-connected historical CRM data.