HubSpot programs accumulate technical debt fast — old workflows still running, sequences with declining enrollment, smart lists that stopped refreshing after the last data migration. This stack runs a structured diagnostic on your HubSpot demand gen architecture. Export program and workflow performance from Marketing Hub, cross-reference against CRM deal influence data, and run the combined dataset through a Claude nurture diagnostic prompt adapted for HubSpot. The output: a prioritized list of workflows to rebuild, programs to pause, and nurture sequences to optimize.
The Stack
The Prompt
This stack is built around the Marketo Nurture Diagnostic Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a marketing operations specialist auditing a HubSpot demand gen program architecture. Review the HubSpot workflow and email campaign performance data, and the CRM deal influence data provided below. Identify workflows with declining enrollment rates, high exit rates, or deal influence below the benchmark threshold. Flag any workflows that are conflicting with each other or creating duplicate contact enrollment. Identify workflows that should be rebuilt (structural logic issues) vs. optimized (performance tuning) vs. paused immediately (actively causing harm). Output a prioritized HubSpot ops diagnostic with specific rebuild, pause, or optimize recommendations for each flagged program.[ ... continued — see full prompt ]
The Workflow
-
Export HubSpot workflow performance
Pull workflow enrollment, completion, and exit rates from HubSpot Marketing Hub for the past 90 days. Include the contact volume at each step to identify where contacts are dropping out.
-
Export email campaign engagement data
Pull email performance from HubSpot — open rates, click rates, and unsubscribe rates by sequence and campaign over the same period. Flag sequences with declining engagement.
-
Pull CRM deal influence data
Export deal influence data from HubSpot CRM — which workflows and campaigns are touching active deals and closed-won revenue. Identify programs with zero pipeline influence.
-
Run the nurture diagnostic prompt
Paste workflow performance, email data, and deal influence into the Marketo Nurture Diagnostic prompt adapted for HubSpot. Claude identifies what to rebuild, optimize, or pause — with priority order.
-
Implement and alert
Rebuild or pause the flagged workflows in HubSpot based on Claude's recommendations. Post the diagnostic summary and action list to Slack for team alignment before making changes.
What This Replaces
- HubSpot workflows running for 18 months that nobody knows are still actively enrolling contacts
- Program optimization decisions based on open rate alone without deal influence data in the analysis
- Quarterly HubSpot audits that happen too late to prevent compounding technical debt
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.