Run · Sales · beginner
Set Up a Sales Pipeline in HubSpot CRM
Sales SaaS beginner HubSpot
How to use
- Copy the prompt below
- Paste it into HubSpot
- Review the output and follow up with refinements
Prompt
I need to set up a sales pipeline in HubSpot CRM (free tier) for my early-stage product. I'm a founder doing sales myself — keep it simple and actionable.
Business details:
- Product: [your product name and one-line description]
- Average deal value: $[X]/month or $[X] one-time
- Sales cycle length: [e.g. "1-2 weeks", "1 month", "same-day close"]
- How leads come in: [e.g. "inbound from website signup", "cold outreach", "referrals", "Product Hunt launch"]
- Team size doing sales: [e.g. "just me", "me + 1 SDR"]
- Current process: [e.g. "spreadsheet", "nothing", "messy Notion board"]
Set up the following:
1. Pipeline stages:
Design a pipeline with these stages (adjust naming to match my sales motion):
- Stage 1: New lead (just entered the pipeline)
- Stage 2: Contacted (first message sent)
- Stage 3: Discovery call booked
- Stage 4: Demo/proposal sent
- Stage 5: Negotiation (pricing discussion or trial)
- Stage 6: Closed Won
- Stage 7: Closed Lost
For each stage, tell me:
- The win probability percentage to set
- What action moves a deal to the next stage
- How long a deal should sit here before it's stale (set a reminder)
2. Deal properties to customize:
- Add a custom property: "Lead Source" with options: [Inbound, Outbound, Referral, Product Hunt, Other]
- Add: "Product Interest" with options matching my tiers
- Add: "Blocker" as a text field (what's preventing the close)
- Show me where to add these in HubSpot settings
3. Contact and company setup:
- Import my existing contacts from [source, e.g. "a CSV", "Google Sheets", "Notion"]
- Set up the required contact properties: name, email, company, role
- Create a "Founder" and "Decision Maker" tag for filtering
- Show me how to associate contacts with companies and deals
4. Automations (free tier):
- Auto-create a deal when someone fills out my website contact form
- Send me a Slack notification (or email) when a deal moves to "Discovery call booked"
- Create a task automatically when a deal has been in one stage for more than [X] days
- Set up a follow-up task sequence for Closed Lost deals (check back in 30 days)
5. Dashboard and reporting:
- Create a "Founder Sales Dashboard" with these widgets:
- Open deals by stage (pipeline view)
- Revenue forecast for this month
- Deals closing this week
- Activity feed (calls, emails, meetings logged)
- Set up a weekly email report to myself every Monday morning
6. Daily workflow:
- Give me a 15-minute daily sales routine using HubSpot:
- What to check first
- How to prioritize follow-ups
- When to move stale deals to Closed Lost
- Show me the 3 most useful HubSpot keyboard shortcuts
Keep everything on the free HubSpot plan. Tell me if anything requires an upgrade so I can decide if it's worth it. Related prompts
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