crm-sales-momentum
OfficialAccelerate HubSpot pipeline momentum.
Authorcognyai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Pipeline momentum in HubSpot often remains opaque: deals stall silently, velocity varies by stage, and teams lack a clear, data-driven path to push opportunities to close. This skill analyzes velocity, stage conversions, and win/loss patterns to surface actionable bottlenecks and momentum drivers in your CRM.
Core Features & Use Cases
- Velocity metrics: compute average days in each stage and overall sales cycle length for won and lost deals.
- Stuck-deal detection: identify deals lingering beyond expected thresholds and surface context from owner, company, and recent activity.
- Momentum scoring: generate a structured score and top recommendations to accelerate high-potential pipelines.
- Segment-based insights: compare win rates, cycle times, and deals by size, source, owner, and industry to optimize the funnel.
Quick Start
Run /crm-sales-momentum to generate a full momentum report for the last 90 days.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: crm-sales-momentum Download link: https://github.com/cognyai/claude-code-marketing-skills/archive/main.zip#crm-sales-momentum Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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