AI prompts that do real RevOps work
Copy-paste prompts for HubSpot and RevOps workflows — smart properties, data audits, deal reviews, attribution analysis and more. Each one is written the way we use it with clients, with steps and the gotchas included.
Smart properties
(3)Pre-call company summary
A smart property prompt that writes a one-sentence summary of what each company does, so reps open every call with context.
View promptICP fit classification
Classify every company as a Strong, Partial or Weak fit for your ICP — as a dropdown you can route and report on.
View promptCall objection summary
Pull the objections raised in recent sales calls into a field managers can read across the whole pipeline.
View promptData quality
(2)CRM property audit
Paste a property export and get a prioritised audit: fill rates, format problems, duplicates-in-disguise and what to fix first.
View promptDeduplication strategy
Design a safe merge plan for duplicate companies and contacts — match keys, survivorship rules and the order to merge in.
View promptSales & pipeline
(5)Lead scoring model design
Turn your ICP and funnel data into a fit + engagement scoring model ready to build in HubSpot.
View promptDeal review preparation
Summarise any deal from CRM notes and emails into a review-ready brief with MEDDPICC gaps and next steps.
View promptOutbound sequence writer
Draft a 4-step outbound email sequence with real personalisation slots — built for HubSpot sequences, not spray-and-pray.
View promptChatGPT + HubSpot: pipeline review to prepared follow-up
A three-prompt sales workflow for the HubSpot connector in ChatGPT: find the deals that need attention this week, brief yourself on one of them, then log the next step back into HubSpot with approval.
View promptChatGPT + HubSpot: 12 ways to spend less time on sales admin
Twelve copy-paste prompts for the HubSpot connector in ChatGPT, one per sales chore: call notes into the CRM, who to call today, meeting briefs, stakeholder gaps, stalled deals, follow-ups, re-engagement, missing fields, pipeline reviews, expansion, account research and lost-deal lessons.
View promptMarketing & content
(4)AEO content optimizer
Restructure an article so answer engines like ChatGPT and Perplexity can quote it — quick answers, FAQ, citable claims.
View promptCase study interview kit
Generate the interview questions and then turn the transcript into a case study with real numbers and quotes.
View promptAI content writing system
The complete workflow for writing expert-driven articles with AI, on one page — interview and outline, the kickoff prompt, section-by-section drafting, the visual plan, and every edit pass through to publish.
View promptChatGPT + HubSpot: compare two campaigns, then propose the next one
A two-prompt marketing workflow: use deep research with the HubSpot connector to compare two campaigns without mixing up their metrics, then turn the verified findings into one follow-up campaign proposal.
View promptReporting & attribution
(2)UTM naming convention
Design a UTM convention your whole team can follow — values, casing rules, and the validation checklist.
View promptAttribution report analysis
Paste a HubSpot attribution report export and get the story: what's working, what the model is hiding, what to do next.
View promptCMS & development
(2)Cursor setup for HubSpot CMS development
An agent prompt that turns a Cursor workspace into a safe HubSpot CMS dev environment — CLI auth, the Developer MCP server, your theme fetched locally, a test module, and draft-only uploads.
View promptChatGPT + HubSpot: from page metrics to an unpublished landing-page draft
A three-prompt workflow: review landing-page performance with exact HubSpot metric names, draft new copy from verified customer questions and an approved offer brief, then create an unpublished draft page in HubSpot for review.
View prompt