Track every client's delivery directly from Claude Code.
Track every client's delivery directly from Claude Code. HubSpot is the single source of truth. No spreadsheets. No local files. Every FSM sees the same data instantly.
How it works: Every /client command hits the HubSpot API in real-time. There are no local files, no sync delays. When Sean logs a session on his machine, Nick sees it immediately. HubSpot is the single source of truth for all client delivery data.
Everything you need to know about HubSpot deal stages, what happens at each one, and how to keep the pipeline clean. Zero prior HubSpot experience required.
Why this matters: HubSpot is the single source of truth for every founder's journey. If the deal stage is wrong, the team can't see where the founder is. If the status is missing, leadership can't spot problems. Move the deal forward the same day the milestone happens. Every time.
Each card tells you exactly what happens at this stage, what YOU do, and what moves the founder forward.
The closer signed this founder. The deal is won. You are now their Founder Success Manager. This is the handoff moment.
Move to Stage 2 when: The founder submits their Typeform intake. This usually takes 1-3 days. If 5 days pass with no submission, send the gentle nudge (see Recovery section).
The founder completed their 42-field Typeform. You now have their business details, social links, audience info, goals, and pain points. This is your first real data.
Move to Stage 3 when: You have sent the scorecard AND the Brand Deep Dive call is booked on the calendar.
The scorecard is delivered. The 60-min call is on the calendar. The founder has reviewed their scores and is coming in with expectations.
Move to Stage 4 when: The Brand Deep Dive call is complete AND you have the Fathom transcript exported.
This is the strategic foundation. Brand Positioning (12-part strategy), Brand Strategy Deck (interactive Vercel presentation), Content GPS + 200 Hooks. Everything after this stage is built on top of these documents.
Move to Stage 5 when: Phase 1 Review Call is complete, founder feedback is incorporated, and final deliverables are in their Google Drive.
The full content engine. 14 LinkedIn posts, 14 X posts, 10 IG carousels (scripts + production-ready designs), LinkedIn infographics, Content Waterfall system, and CTA Strategy with ManyChat flows.
Move to Stage 6 when: Phase 2 Review Call is complete, all content assets delivered to Google Drive.
Revenue engine. YouTube scripts, VSL script, email sequences (5 welcome + 4 FOMO), newsletter template, offer stack (pricing + objections), lead magnets as interactive HTML with PDF download.
Move to Stage 7 when: Phase 3 Review Call is complete, all monetization assets delivered.
The closing machine. Landing page (copy + live build), workshop script + interactive deck, org chart with hiring roadmap, personalized sales deck, leadership blueprint. The full system is now installed.
Move to Stage 8 when: Phase 4 Review Call is complete. All assets delivered. The founder has brand strategy, content machine, revenue engine, and conversion system. Transition to advisory.
Monthly strategy calls. Review performance data. Run content refreshes every 4-6 weeks. The system compounds. Move to Stage 9 at Month 5.
Month 5. Review scorecard baseline vs. current performance. Show them how far they've come. Plan the next chapter together. Move to Stage 10.
Three options: Continue Velocity, ascend to Edge (1:1 with Matt), or graduate. The quality of the prior 5 months is the only pitch needed. No pressure.
Velocity renewal, Edge ascension, or Continuity/Henso. New engagement starts. Reset delivery timeline. The relationship deepens.
Don is building a /hubspot command that lets you manage deals directly from Terminal. Here is what it will do and how to use it.
Searches HubSpot for a contact or deal by name. Returns their deal stage, status, contact info, associated company, and timeline. Use this before every work session to confirm where the founder is in the pipeline.
# Look up a founder before starting work
/hubspot lookup Mike Rodriguez
# Returns: Deal Stage, Status, Last Activity, Next Action
Moves a deal to the next stage. Validates that the deal is currently in the previous stage (no skipping). Logs the transition with a timestamp and your name.
# After the Brand Deep Dive call is complete
/hubspot move "Mike Rodriguez" "Brand Positioning"
# After Phase 1 deliverables are approved
/hubspot move "Mike Rodriguez" "Content GPS"
Sets the deal health status. Use "at-risk" if the founder hasn't responded in 5+ days or missed a review call. Use "blocked" if there is a dependency preventing progress.
# Founder hasn't responded to scorecard email in 6 days
/hubspot status "Mike Rodriguez" at-risk
# Fathom recording failed, need to reschedule
/hubspot status "Mike Rodriguez" blocked
# Back on track after rescheduled call
/hubspot status "Mike Rodriguez" on-track
Adds a timestamped note to the deal record. Use after every review call, deliverable send, or status change. The note should say what happened and what is next.
# After a Phase 1 review call
/hubspot note "Mike Rodriguez" "Phase 1 review complete. Founder loved the strategy deck. Minor edits to Content GPS section 3. Amendments sent. Moving to Content GPS."
Shows all founders assigned to you with their current stage, status, and days in stage. Use this every morning to prioritize your day. Founders marked "At Risk" or "Blocked" should be addressed first.
# Start every workday with this
/hubspot my-founders
# Returns a table:
# Name | Stage | Status | Days
# Mike Rodriguez | Brand Positioning | On Track | 3
# Sarah Chen | Content GPS | At Risk | 8
# James Park | Advisory | Complete | 45
The rule: Move the deal forward the same day the milestone happens. Set the status at every stage. View the full CRM flow →