# crm-icp-analysis

This skill reads closed-won deals, contacts and companies in HubSpot, Pipedrive or Upsales and turns them into an ideal customer profile.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · ★ 111
- Author: Cogny AI
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/cognyai/claude-code-marketing-skills/tree/HEAD/skills/crm-icp-analysis/SKILL.md
- Updated: 2026-10-12
- HTML: https://affpapa.org/en/nevibecode/skills/crm-icp-analysis

## What it 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.

## Requirements
- Works with: HubSpot

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/crm-icp-analysis/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/crm-icp-analysis/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/crm-icp-analysis/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/crm-icp-analysis/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install cognyai/claude-code-marketing-skills crm-icp-analysis
```

2. **Manually: put the files in place**
- File: `.github/skills/crm-icp-analysis/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/cognyai/claude-code-marketing-skills --path skills/crm-icp-analysis
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/crm-icp-analysis/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-icp-analysis -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/cognyai/claude-code-marketing-skills/tree/HEAD/skills/crm-icp-analysis/SKILL.md

## When to use it
- 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
- Analyze closed-won deals in HubSpot and build our ideal customer profile
- Run `/crm-icp-analysis companies` and show which industries we win most often
- Go through contacts from closed deals in Pipedrive and name the typical buyer titles

## Similar
- [sales-icp-definition](https://affpapa.org/en/nevibecode/skills/sales-icp-definition.md) — skill · 26500 installs
- [crm-data-quality](https://affpapa.org/en/nevibecode/skills/crm-data-quality.md) — skill · 1800 installs
- [sales-reporting](https://affpapa.org/en/nevibecode/skills/sales-reporting.md) — skill · 1700 installs
- [call-list](https://affpapa.org/en/nevibecode/skills/call-list.md) — skill · 1600 installs
- [suede-prospecting](https://affpapa.org/en/nevibecode/skills/suede-prospecting.md) — skill · ★ 126
- [hubspot](https://affpapa.org/en/nevibecode/skills/openclaudia-hubspot.md) — skill · 438 installs

From the same set: [cognyai/claude-code-marketing-skills](https://affpapa.org/en/nevibecode/by/cognyai/claude-code-marketing-skills.md) — 18 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md