SG Sales & Marketing — Cowork Plugin

This pack helps a lean sales or marketing team convert daily noise into revenue-focused action. It ranks who deserves attention first, turns product and CRM signals into campaigns, creates draft assets and messages, and keeps HubSpot cleaner with less admin. The outcome is a tighter pipeline, faster campaign execution, and more consistent follow-up without losing approval control over anything that gets sent.

• You're deciding who to call or follow up with first.
• You're planning what to post or promote this month.
• You're running a seasonal campaign (CNY, Hari Raya, GSS, 11.11/12.12).
• Your CRM is out of date and full of stale deals and duplicates.

1. 1Say a trigger like "who should I call first?", "what should I post this month?", "turn this into a campaign", or "clean up HubSpot".
2. 2Claude pulls from your sales and CRM data, drafts the work, and shows it to you.
3. 3Approve each post, message, or CRM change before anything goes out.

• lead-triage

  Scores inbound HubSpot leads into a 'call these 5 today' list with talking points, drafts follow-ups, and blocks calendar time.

• call-list

  Ranks the top leads worth calling today with talking points pulled from email history, then drafts the follow-ups.

• content-strategy

  Analyses what's selling and layers in SG retail seasonality into a prioritised 30-day content brief — what to push, what to hold.

• sales-brief

  Surfaces top and bottom sellers across your channels and produces a 2-week brief to push winners and clear slow movers.

• run-campaign

  Runs a marketing campaign end-to-end — sales analysis, content brief, Canva assets, and HubSpot + WhatsApp sends.

• canva-creator

  Takes an approved brief and builds the posting calendar, Canva designs, captions, and staged sends.

• crm-maintenance

  Keeps HubSpot current from Gmail and Calendar context — logs notes and calls so you stop doing data entry.

• crm-cleanup

  Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what you approve.

1. 1Download the .zip below and unzip it — inside you'll find the plugin file and an installation guide.
2. 2Open the Claude desktop app (Cowork) and start a new chat.
3. 3Click the + (attach) button and add the .plugin file — it appears with a PLUGIN badge.
4. 4Type "install this plugin" and send the message. (The install preview only appears after you send.)
5. 5On the preview, click Install. Every skill in the pack loads at once.
6. 6Say a trigger phrase (e.g. "close the month"). When a skill needs a tool, Claude prompts you to connect it via Settings → Connectors.