营销与写作

customer-retention

hubspot/agent-cli-skills

Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.

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安装命令

npx skills add https://github.com/hubspot/agent-cli-skills --skill customer-retention

SKILL.md

Resources

File When to use
resources/customer-health-signals.md Filter cookbook of churn signals — --filter expressions for notes_last_contacted, hs_last_sales_activity_date, hs_email_optout, stale tickets, subscription status.

Prereqs

Read bulk-operations/SKILL.md first — every read/write below uses its JSONL pipe, pagination, and dry-run/digest patterns. Activity-property tables and association rules live in sales-execution/SKILL.md.

Schema is portal-specific. Verify each property before filtering — e.g. hubspot properties get --type contacts notes_last_contacted, ... hs_last_sales_activity_date, ... --type subscriptions hs_subscription_status. If subscriptions returns 403, your token lacks subscriptions-read — use a private-app token with that scope.

1 — Find inactive customers

CUTOFF=$(date -v-60d +%Y-%m-%d 2>/dev/null || date -d '60 days ago' +%Y-%m-%d)