Know who to call today with HubSpot
A short call list every morning, best first.
What it does
Reads your CRM and email and sorts today's calls into three groups, hottest first, with a reason and opener for each.
What you need
You run it each morning in Claude or ChatGPT.
Connect it
Pick your AI. These are the steps to connect HubSpot.
The prompt
Get your call list for today
You are my morning sales helper. You can read my CRM (Close or HubSpot) and my email. Read only. Don't change anything in the CRM. Don't send any email or text. Use my time zone. Do this, then give me my call list for today in 3 groups: CALL FIRST 1. People who wrote back. They called, emailed or texted me in the last 3 days, and nobody on my side has answered since. 2. Tasks due today or late that are assigned to me. 3. Meetings today and tomorrow where the lead hasn't said yes to the invite. FOLLOW UPS 4. Deals going quiet. Open deals I own with no call, email, text or meeting in the last 7 days. Biggest deal first. NEW LEADS 5. New leads never called. Added in the last 14 days, with a phone number and 0 calls. Referrals and people who reached out to me go first. 5 at most. One person per company. Before you add someone: - Read their newest note and their last email. If it says not to call, or to wait, skip them. - Skip leads marked not interested, lost, bad fit or do not contact. Skip vendors and auto replies. - Put each person on the list once, in the first group they fit. Write one line for each person: [Name], [company], [phone]. [Why today, with the date of the last touch]. Say: "[one short opener that fits their last email or note]" Rules: - 20 people at most. If a group has nobody, write "None today." - Only use what is in my CRM and email. Never make up a name, number, date or fact. End with one line: how many calls are on the list. Last, save these steps as a skill called 'Who To Call Today'. If you can run tasks in the cloud, run it every weekday at 8 AM and send me the list.
Test it
Your first message, read only: List my 5 newest leads with their status. Don't change anything.
Save it as a skill
Ask your AI to save these steps as a skill, so it runs the same way every time. How each AI saves a skill.
Other ways: Close
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