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Set Up a Sales Pipeline in HubSpot CRM

Sales SaaS beginner HubSpot

How to use

  1. Copy the prompt below
  2. Paste it into HubSpot
  3. 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.

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