Agent skill

CRM Sales Momentum

by cognyai in cognyai/claude-code-marketing-skills

Analyze HubSpot pipeline momentum — deal velocity, stage conversions, win/loss patterns, and stall detection

No licenceAuto-check: notesSales & Support

Install CRM Sales Momentum

skills CLI
$ npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install cognyai/claude-code-marketing-skills crm-sales-momentum --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/cognyai/claude-code-marketing-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/crm-sales-momentum .claude/skills/crm-sales-momentum && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
crm-sales-momentum
GitHub stars
104
Token cost
~2.5k tokens
SKILL.md length
557 words
Files
1
Skills in repo
47
Repo updated
First seen
Licence
None found

At a glance

Analyze HubSpot pipeline momentum — deal velocity, stage conversions, win/loss patterns, and stall detection

  • Works in 8 steps: Discover pipeline structure → Pull deal data across all stages → Deal velocity analysis → …
  • Tasks that involve CRM management
  • SKILL.md covers Usage, Prerequisites Check and Steps
  • Reaches cogny.com

What it does

CRM Sales Momentum is an agent skill from cognyai/claude-code-marketing-skills. Analyze HubSpot pipeline momentum — deal velocity, stage conversions, win/loss patterns, and stall detection

Its SKILL.md is about 2.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering CRM management. It works with HubSpot. The repository describes itself as: Marketing skills for Claude Code — SEO audits and implementation, ad analysis, ad optimization. Free skills need no account. $9/mo for live Search Console, Bing & LinkedIn data.

When your agent uses it

  • Tasks that involve CRM management

Example prompts

  • “/crm-sales-momentum”

Requirements

  • Pre-approved tools (allowed-tools): mcp__cogny__hubspot__*, mcp__cogny__create_finding, Bash, Read, Write

Workflow steps

8 steps, taken from the step headings in SKILL.md.

  1. Discover pipeline structure
  2. Pull deal data across all stages
  3. Deal velocity analysis
  4. Stuck deal detection
  5. Win/loss pattern analysis by segment
  6. Momentum scoring
  7. Output momentum report
  8. Record findings

What it can do on your machine

Read from SKILL.md and the folder at commit a062fb4. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • mcp__cogny__hubspot__*
    • mcp__cogny__create_finding
    • Bash
    • Read
    • Write

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • cogny.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

CRM Sales Momentum loads about 2.5k tokens when it runs. Until then it costs about 32 tokens; SKILL.md has 557 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~32
When it runs · the whole SKILL.md, loaded when a task matches
~2.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NotePre-approves every shell command (allowed-tools: Bash)SKILL.md
    allowed-tools: mcp__cogny__hubspot__*, mcp__cogny__create_finding, Bash, Read, Write

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Without a licence we can't republish the file, so here is its outline and opening line. It has 557 words (~2,481 tokens).

“Analyze what is driving or stalling pipeline momentum in your HubSpot CRM. Measures deal velocity, stage conversion rates, time-in-stage, and win/loss patterns by segment. Surfaces the deal characteristics that predict wins versus losses and identifies stuck deals.”

— opening of SKILL.md by cognyai
name
crm-sales-momentum
allowed-tools
mcp__cogny__hubspot__*, mcp__cogny__create_finding, Bash, Read, Write
version
1.0.0
author
Cogny AI
platforms
hubspot
user-invocable
true
argument-hint
[full|velocity|stalls|segments]

Read the full SKILL.md on GitHub

Files

Just SKILL.md in skills/crm-sales-momentum of cognyai/claude-code-marketing-skills.

Open the folder on GitHubat commit a062fb4

Compare with similar skills

CRM Sales Momentum next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

CRM Sales Momentum compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
CRM Sales Momentum this skillcognyai/claude-code-marketing-skills104—~2.5kAutomated safety check: NotesNone
Google Maps Exportgmapsscraper/google-maps-agent-skills132—~1.2kAutomated safety check: PassMIT
Lost Deal Revival AgentOthmane-Khadri/YALC-the-GTM-operating-system318—~3kAutomated safety check: PassMIT
HubspotOpenClaudia/openclaudia-skills713—~1.8kAutomated safety check: NotesMIT
Aai Hubspotaai-labs/agent-barn109—~223Automated safety check: PassApache-2.0
Hubspotrefly-ai/refly-skills204—~491Automated safety check: PassNone

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Works with

Categories

Questions about CRM Sales Momentum

What does CRM Sales Momentum do?

Analyze HubSpot pipeline momentum — deal velocity, stage conversions, win/loss patterns, and stall detection. CRM Sales Momentum is an agent skill from cognyai/claude-code-marketing-skills.

When should I use CRM Sales Momentum?

CRM Sales Momentum fits situations like: tasks that involve CRM management.

How do I install CRM Sales Momentum in Claude Code?

Run `npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a claude-code`. Or copy the skill folder (skills/crm-sales-momentum in cognyai/claude-code-marketing-skills) into .claude/skills/crm-sales-momentum in your project. Claude Code loads it when a task matches its description.

How do I install CRM Sales Momentum in Codex?

Run `npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a codex`. Or copy the skill folder (skills/crm-sales-momentum in cognyai/claude-code-marketing-skills) into .agents/skills/crm-sales-momentum in your project. Codex loads it when a task matches its description.

Can I use CRM Sales Momentum in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/crm-sales-momentum, .gemini/skills/crm-sales-momentum, .github/skills/crm-sales-momentum and .opencode/skills/crm-sales-momentum in your project.

What does CRM Sales Momentum need to run?

SKILL.md names no scripts, command-line tools or credentials: CRM Sales Momentum is instructions for the agent only. Its frontmatter pre-approves these tools: mcp__cogny__hubspot__*, mcp__cogny__create_finding, Bash, Read, Write.

Does CRM Sales Momentum access the network?

SKILL.md names 1 domain. In commands or code: cogny.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is CRM Sales Momentum safe to install?

Our automated static check of SKILL.md found notes only (pre-approves every shell command (allowed-tools: bash)), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.

What licence does CRM Sales Momentum use?

No licence was found for CRM Sales Momentum or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does CRM Sales Momentum use?

About 2.5k tokens (SKILL.md is roughly 9.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to CRM Sales Momentum?

Skills that share tags, products or a category with CRM Sales Momentum: Google Maps Export (gmapsscraper/google-maps-agent-skills, 132 stars), Lost Deal Revival Agent (Othmane-Khadri/YALC-the-GTM-operating-system, 318 stars), Hubspot (OpenClaudia/openclaudia-skills, 713 stars) and Aai Hubspot (aai-labs/agent-barn, 109 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains CRM Sales Momentum?

cognyai (a GitHub organization) maintains it in cognyai/claude-code-marketing-skills, which has 104 GitHub stars. The repository holds 47 skills in this directory. The repository was last updated on June 16, 2026.

Source: cognyai/claude-code-marketing-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.