CRM MASTER

When a new lead enters HubSpot, enrich it with: company size from LinkedIn, 
website technology stack via web browsing, recent company news. Calculate 
a lead score (1-100) based on: company size, job title seniority, email 
domain, engagement history. Update the lead score in HubSpot. If score 
is 70+, create a task for sales rep to follow up within 24 hours and 
send Slack notification to #sales-alerts.

When a lead reaches "Qualified" status in HubSpot, draft a personalized 
outreach email using: their LinkedIn profile for personalization hooks, 
recent company news for relevance, their industry for case study selection. 
Save the draft in HubSpot as a template and create a task to send it. 
Include 3 follow-up email drafts scheduled for days 3, 7, and 14.

Daily at 9 AM, check HubSpot for customers with: no activity in 30 days, 
support tickets older than 7 days, contracts expiring in 90 days. For 
each at-risk customer, search recent news about their company. Create 
a HubSpot task for the CSM with: risk factors, suggested talking points, 
recent company updates. Add to a "Health Check" Google Sheet for tracking.

30 minutes before any scheduled call with a HubSpot contact, create a 
Google Doc titled "Call Prep: [Contact Name]" with: contact history 
from HubSpot, recent email threads from Gmail, company news from web 
search, LinkedIn profile summary, previous call notes, suggested agenda 
based on deal stage. Email the doc to me and save to Drive.

Every Friday at 4 PM, analyze my HubSpot pipeline: calculate weighted 
forecast by stage, identify deals stuck in stage >14 days, find deals 
with no activity >7 days. Create a Google Sheet "Pipeline Review" with: 
this week's movements, at-risk deals with reasons, next week's focus 
recommendations. Post summary to Slack #sales-updates with action items.

When a deal moves to "Closed Won" in HubSpot: post celebration message 
in Slack #wins channel tagging the team, create onboarding task sequence 
for customer success, draft personalized welcome email using deal context, 
generate a "Customer Summary" Notion page with all deal details for CS 
team handoff, schedule 30-day check-in call on Google Calendar.