Claude.ai & MCP supported — another step towards a more powerful AdzviserRead Me
HubSpot Prompt Library
Ready-to-use AI prompts to analyze your HubSpot CRM data, optimize your sales pipeline, and generate actionable reports. Customize with your portal name and date range, then paste into ChatGPT, Claude, or Gemini.
20
Ready-to-use prompts
4
Categories
∞
Customizations
Customize:
Showing 20 prompts
See available HubSpot metrics & breakdowns →Reporting
Weekly Pipeline Summary
Get a weekly snapshot of your sales pipeline.
Pull pipeline data from my HubSpot account for the last 30 days. Show: Total Deals Created, Total Deal Value, Deals Won, Revenue Won, Deals Lost, Win Rate, Average Deal Size, and Average Days to Close. Include week-over-week changes. Highlight metrics that changed by more than 15%.
Reporting
Monthly Sales Executive Report
Generate a monthly report for sales leadership.
Generate a monthly report for my HubSpot account covering the last 30 days. Include: 1) Pipeline value and deal count by stage. 2) Deals won/lost with revenue. 3) Top 5 deals by value. 4) Win rate by deal source. 5) Sales rep leaderboard. 6) A summary with 3 recommendations.
Reporting
Deal Stage Pipeline Report
Analyze your pipeline by deal stage.
From my HubSpot account for the last 30 days, show pipeline by stage. Include: Stage Name, Number of Deals, Total Value, Average Days in Stage, Conversion Rate to Next Stage, and Stalled Deals (no activity in 14+ days). Which stages have the highest drop-off? Where are deals getting stuck?
Reporting
Contact & Lead Report
Analyze contact and lead activity.
Analyze contact data from my HubSpot account for the last 30 days. Show: New Contacts Created, Leads Generated, MQLs, SQLs, Contact-to-MQL Rate, MQL-to-SQL Rate, and Top Lead Sources. Which lead sources produce the highest quality leads?
Reporting
Sales Rep Performance Report
Compare sales rep performance.
Analyze sales rep performance from my HubSpot account for the last 30 days. For each rep: Deals Created, Deals Won, Revenue Won, Win Rate, Average Deal Size, Average Sales Cycle Length, and Activities Logged. Who are the top performers? Who needs coaching?
Optimization
Pipeline Velocity Optimization
Identify bottlenecks slowing down your pipeline.
Analyze pipeline velocity for my HubSpot account during the last 30 days. For each stage: Average Days in Stage, Conversion Rate, and Deals Stalled. Which stages are bottlenecks? Compare stage velocity for won vs lost deals. Recommend specific actions to accelerate deal movement.
Optimization
Lead Scoring Optimization
Evaluate and optimize your lead scoring model.
Analyze lead-to-close conversion by lead score for my HubSpot account during the last 30 days. Show: Lead Score Range, Number of Leads, Conversion to Opportunity Rate, Conversion to Customer Rate, and Average Revenue. Is your lead scoring model predictive? Which score ranges need recalibration?
Optimization
Email Campaign Optimization
Optimize email marketing performance.
Analyze email campaign data from my HubSpot account for the last 30 days. For each campaign: Emails Sent, Open Rate, Click Rate, Reply Rate, Unsubscribe Rate, and Conversions. Which campaigns perform best? Are open and click rates trending up or down? Recommend email optimization strategies.
Optimization
Deal Win/Loss Analysis
Understand why deals are won or lost.
Analyze won and lost deals from my HubSpot account for the last 30 days. Compare won vs lost deals by: Deal Source, Deal Size, Sales Cycle Length, Number of Touchpoints, Product/Service, and Industry. What differentiates won deals from lost deals? Recommend strategies to increase win rate.
Optimization
Activity Impact Analysis
Understand which sales activities drive closes.
Analyze the relationship between activities and deal outcomes from my HubSpot account for the last 30 days. For won vs lost deals: Average Emails Sent, Calls Made, Meetings Held, and Notes Created. Which activities most strongly correlate with winning? Recommend optimal activity cadences.
Analysis
Sales Funnel Analysis
Analyze conversion rates across your sales funnel.
Map the complete sales funnel from my HubSpot account for the last 30 days: Lead → MQL → SQL → Opportunity → Customer. Show: Volume at Each Stage, Conversion Rate Between Stages, Average Time Between Stages, and Revenue per Conversion. Where is the biggest drop-off? What's the cost per acquisition at each stage?
Analysis
Revenue Attribution Analysis
Understand which channels and campaigns drive revenue.
Analyze revenue attribution from my HubSpot account for the last 30 days. Break down closed revenue by: Source/Channel, Campaign, and Content. Show first-touch and last-touch attribution. Which channels drive the most revenue? Which are underinvested relative to their contribution?
Analysis
Customer Lifecycle Analysis
Track how contacts move through lifecycle stages.
Analyze lifecycle stage progression from my HubSpot account for the last 30 days. Show: Movement between Subscriber → Lead → MQL → SQL → Opportunity → Customer. How long does each transition take? What percentage of contacts advance vs stall? Recommend nurturing improvements.
Analysis
Deal Forecast Analysis
Analyze pipeline coverage and forecast accuracy.
Analyze pipeline coverage from my HubSpot account for the last 30 days. Show: Current Pipeline Value by Stage, Expected Close Dates, Win Probability, and Weighted Pipeline. Is there enough pipeline to hit targets? What's the forecast vs actual accuracy? Recommend pipeline development priorities.
Analysis
Contact Engagement Trend Analysis
Track how contact engagement changes over time.
Analyze contact engagement from my HubSpot account during the last 30 days. Show: Email Opens, Website Visits, Form Submissions, and Meeting Bookings over time. Are contacts becoming more or less engaged? Which engagement signals best predict conversion? Recommend engagement strategies.
Audit
CRM Health Check
Comprehensive health check for your HubSpot CRM.
Perform a health check for my HubSpot account using data from the last 30 days. Evaluate: 1) Data quality (contact completeness). 2) Pipeline health (stage distribution). 3) Activity logging consistency. 4) Lead response time. 5) Deal velocity trends. Give a health score from 1-10 and list top 5 priorities.
Audit
Data Quality Audit
Assess CRM data quality and completeness.
Audit data quality in my HubSpot account for the last 30 days. Check: 1) Contacts missing key fields (email, company, phone). 2) Deals without close dates or amounts. 3) Stale deals (no activity in 30+ days). 4) Duplicate contacts. 5) Contacts without lifecycle stage. Quantify data quality issues and recommend cleanup priorities.
Audit
Pipeline Hygiene Audit
Clean up your pipeline and remove stale deals.
Audit pipeline hygiene for my HubSpot account during the last 30 days. Identify: 1) Deals with no activity in 30+ days. 2) Deals past their expected close date. 3) Deals stuck in the same stage for too long. 4) Deals without next steps or tasks. Calculate the value of stale pipeline. Recommend cleanup actions.
Audit
Sales Process Audit
Evaluate your sales process effectiveness.
Audit the sales process in my HubSpot account during the last 30 days. Check: 1) Stage definition clarity. 2) Conversion rates between stages. 3) Average time per stage. 4) Required fields per stage. 5) Automation and workflow usage. Is the sales process being followed consistently? Recommend improvements.
Audit
Marketing-to-Sales Handoff Audit
Evaluate the quality of marketing to sales handoffs.
Audit the marketing-to-sales handoff for my HubSpot account during the last 30 days. Check: 1) MQL-to-SQL conversion rate. 2) Lead response time. 3) Lead rejection rate and reasons. 4) SQL-to-opportunity rate. 5) Feedback loop quality. Are marketing leads being followed up quickly? Recommend handoff improvements.
Ready to use these prompts with your own data?
Connect your HubSpot account to Adzviser and start getting AI-powered insights in minutes. No coding required.
Start your 14-day trialNot looking for HubSpot prompts? Browse prompts for other platforms →
