sales-cadence

Sales Cadence

A two-routine sales workflow for Claude Code:

• Evening recap — interactive 5-10 min conversation that reviews the day's sales activity, captures your verbal context, files it into HubSpot, and sets reminders for action items.
• Morning outreach — autonomous run that drafts Challenger-style follow-up emails in your voice, suggests calls/texts, and emails you a pipeline summary.

The plugin ships an installer skill that walks any new user through a one-time interview and generates everything tailored to them: the two scheduled tasks, a HubSpot CRM skill, a brand-voice skill, and a personal-voice skill.

What gets installed

After running the installer, your ~/.claude/ will have:

~/.claude/
├── skills/
│   ├── hubspot-crm/SKILL.md           # CRM read/write via HubSpot API
│   ├── <company>-brand/SKILL.md       # your brand voice rules
│   └── talk-like-<name>/SKILL.md      # your personal sales voice
├── scheduled-tasks/                    # (or via scheduled-tasks MCP)
│   ├── sales-evening-recap/
│   └── sales-morning-outreach/
└── sales-pipeline/
    ├── state.json                      # pipeline state (38 leads, etc.)
    ├── smtp.json                       # Gmail app password (you fill in)
    └── hubspot.json                    # HubSpot token (you fill in)

Requirements

• Claude Code with the scheduled-tasks MCP available (or willingness to register the cadence with another scheduler)
• gws CLI (Google Workspace) authenticated for Gmail, Calendar, and Drive — required
• A HubSpot account with permission to create a Private App
• A Gmail account with 2-Step Verification enabled (for SMTP app password)
• One of these for reminders:
  • macOS + remindctl (Apple Reminders)
  • gws tasks scope authenticated (Google Tasks)
  • Or skip reminders entirely (action items live only in pipeline state)

Install

As a Claude Code plugin (recommended)

Once the repo is published:

/plugin marketplace add <github-org>/sales-cadence-plugin
/plugin install sales-cadence@samurai-code

For a private share:

• Push this repo to a private Git host
• Grant the receiving org's user access
• They run the same /plugin marketplace add and /plugin install against the private URL

Manual install (no plugin system)

Copy skills/sales-cadence-installer/ into the receiving user's ~/.claude/skills/ directory:

cp -r skills/sales-cadence-installer ~/.claude/skills/

Then in Claude Code, just say "install sales cadence" and the installer skill will trigger.

Run setup

In Claude Code, say:

install sales cadence

The installer asks ~25 questions across 11 sections (identity, company, schedule, HubSpot, SMTP, reminder tool, meeting notes source, brand voice, personal voice, internal team filter, confirm). The whole thing takes ~10 minutes once you have your tokens ready.

You'll be prompted to write tokens directly to disk — never paste credentials into the chat.

What the routines do

Evening recap (interactive)

1. Loads pipeline state and config
2. Pulls today's Gmail / Calendar / Drive / meeting notes activity
3. Syncs new findings into HubSpot
4. Walks you through each lead with activity, asks targeted questions, files your verbal answers as CRM notes
5. Creates reminders for any concrete tasks you mention
6. Updates state for the morning task to use

Morning outreach (autonomous)

1. Checks reminder completion status
2. Calibrates writing style from your sent folder + the personal-voice skill
3. Reads HubSpot notes (including last night's evening input)
4. Decides outreach action per lead — draft email, suggest call, suggest text
5. Drafts follow-ups in your voice (Challenger framework, 60-80 words, no AI vocabulary)
6. Logs activities + stage changes in HubSpot
7. Sends you an HTML summary email with drafts, intent signals, and what needs your personal attention

Customizing after install

Each generated artifact is a regular file or scheduled task — edit it like anything else. Common edits:

Want to...	Edit...
Change brand rules	~/.claude/skills/<company>-brand/SKILL.md
Tighten or loosen voice	~/.claude/skills/talk-like-<name>/SKILL.md
Change run times	The scheduled tasks (via mcp__scheduled-tasks__list_scheduled_tasks + update)
Switch reminder tool	Re-run the installer (it's idempotent — won't overwrite state.json)
Add a CRM operation	~/.claude/skills/hubspot-crm/SKILL.md

Layout of this repo