2 packs · 18 files · 6 skills

Sales knowledge packs: CRM and outreach

Two packs, both about the unglamorous middle of selling: keeping a CRM honest and following up without being a nuisance. The HubSpot pack goes down to the object model, the editions and the API, so Corey can tell you what your plan can actually do before you build around it. The outreach pack covers sequencing, deliverability and the cadence that gets replies.

CRM and outreach

HubSpotCRM and marketing

Reference · 10 files · 3 sources · researched 22/06/2026 · review by 22/12/2026

How to run CRM and marketing automation with HubSpot.

What it covers

Platform overview - the Hubs, the shared CRM, editions, what "portal" means.
Authentication - private app token vs OAuth, the dead API key, scopes.
Crm object model - standard and custom objects, properties, pipelines, record IDs.
Associations - relationships between records: types vs labels, v3/v4, batch limits.
Crm API patterns - REST conventions, batch endpoints, the Search API, date-based versioning.
Rate limits - burst and daily ceilings by edition, headers, 429 handling.
Webhooks - event subscriptions, signature verification, idempotency, delivery semantics.
Marketing automation - forms, lists, workflows, email, smart content, lead scoring.
And 1 more topics.

What Corey can do with it

Corey reads it whenever a job touches HubSpot, whichever skill is running.

Try asking

Talk me through authentication for HubSpot, and flag anything that changes often.
What do I need to get right about crm object model before I start?

What it will not do

Never use legacy API keys (hapikey). Sunset 30/11/2022.
Quote a price, limit or threshold from memory. Figures that move are kept in a dated ledger and re-checked against the primary source first.
Do anything public, costly or irreversible without your yes.

Outreachsales sequencing

Reference · 8 files · 10 sources · researched 22/06/2026 · review by 22/12/2026

How to build and run sales sequences that convert.

What it covers

Cadence design - touch count, sequence length, pacing, when to stop.
Channel mix - multi-channel structure (email + phone + social + video) and how to phase channels.
Targeting and signals - relevance, trigger/signal-based selling, intent data, real personalisation.
Message copywriting - length, subject lines, the single ask, low-friction CTA, copy frameworks.
Deliverability infrastructure - sending domains, SPF/DKIM/DMARC, warmup, volume limits, list hygiene.
Legal compliance - CAN-SPAM, GDPR, PECR, CASL (reference, not advice).
Metrics and testing - reply/meeting benchmarks, metric hygiene, A/B testing discipline.

What Corey can do with it

Corey reads it whenever a job touches Outreach, whichever skill is running.

Try asking

Talk me through cadence design for Outreach, and flag anything that changes often.
What do I need to get right about channel mix before I start?

What it will not do

Quote a price, limit or threshold from memory. Figures that move are kept in a dated ledger and re-checked against the primary source first.
Do anything public, costly or irreversible without your yes.

The sales skills

Skills are the step-by-step jobs that lean on these packs. You start one by asking for the job in plain English.

Firecrawl company directoriesExtract structured company lists from directories with Firecrawl.
Firecrawl lead genGenerate structured lead lists from prospect databases and web directories with Firecrawl browser.
Firecrawl lead researchProduce pre-meeting lead intelligence briefs with Firecrawl.
Grow businessGrow an existing business - map how it creates value, write the playbooks, build the scorecard, and stand up the dashboard, one step at a time.
Sales frameworksApply offer, lead-generation and money-model frameworks to any sales, pricing, packaging, offer-design or monetisation question.
Typeform leadsMonitor Typeform responses for the business's inbound leads.

Questions

2 knowledge packs, 18 files in all: crm and outreach (HubSpot, Outreach).

No. Ask for the job and Corey reads the packs it touches. You can name one to be sure, for example "use your HubSpot pack for this".

Every pack shows the date it was researched and the date it must be reviewed by (the earliest here is 22/12/2026). Figures that move fast are kept in a dated changes ledger and re-checked against the primary source before Corey quotes them.

No. The packs are reference material. Corey uses them to do the work and explain it, and anything public, costly or irreversible waits for your approval.

Where next

Corey is free for individuals and takes about two minutes to add to Claude.

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