crm-icp-analysis — Claude Code skill: build an ICP from your CRM
This skill reads closed-won deals, contacts and companies in HubSpot, Pipedrive or Upsales and turns them into an ideal customer profile.
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a claude-codeWhat crm-icp-analysis does
The skill looks at deals you won and hunts for patterns: industries, company sizes, buyer job titles, deal amounts, sales cycle length, lead sources. Those patterns become the profile of the customer that actually pays.
Call it with an argument. /crm-icp-analysis covers every dimension, while companies, contacts and deals narrow the run to one slice. All CRM access is read-only. HubSpot is the primary path; Pipedrive and Upsales get their own calls, because Pipedrive stores custom deal fields under hash keys and Upsales uses custom.<id>. Lead source is often missing outside HubSpot, and when it is, that dimension is skipped along with its scoring weight.
A Cogny Agent subscription at $9/mo and a CRM wired up through the Cogny MCP gateway are required. Without Cogny the skill halts at step zero and prints setup instructions. Connect more than one CRM and each is analyzed on its own, results side by side — deal amounts are never pooled across currencies.
What it helps with
- build a customer profile from closed-won deals
- find which industries and company sizes bring revenue
- compare buyer job titles across successful deals
- estimate typical deal size and sales cycle length
- break lead sources down by won deals
Example prompts for the agent
- Analyze closed-won deals in HubSpot and build our ideal customer profile
- Run
/crm-icp-analysis companiesand show which industries we win most often - Go through contacts from closed deals in Pipedrive and name the typical buyer titles
How to install crm-icp-analysis
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a claude-code2Manually: put the files in place
~/.claude/skills/crm-icp-analysis/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/crm-icp-analysis/
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a codex2Manually: put the files in place
.agents/skills/crm-icp-analysis/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a cursor2Manually: put the files in place
.cursor/skills/crm-icp-analysis/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install cognyai/claude-code-marketing-skills crm-icp-analysis2Manually: put the files in place
.github/skills/crm-icp-analysis/SKILL.md1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a gemini-cli2Platform CLI
gemini skills install https://github.com/cognyai/claude-code-marketing-skills --path skills/crm-icp-analysisManually: put the files in place
.devin/skills/crm-icp-analysis/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about crm-icp-analysis
How do I install crm-icp-analysis in Claude Code?
Run npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a claude-code. The skill file lands at ~/.claude/skills/crm-icp-analysis/SKILL.md.
What does crm-icp-analysis do?
It reads closed-won deals with their contacts and companies in HubSpot, Pipedrive or Upsales, then derives patterns from them: industries, company sizes, job titles, deal amounts, sales cycle, lead sources.
What do I need before running it?
A Cogny Agent subscription at $9/mo and a CRM connected through Cogny. Without the Cogny gateway the skill stops and walks you through connecting one.
