Customer Retention
Finds customers who haven't been contacted in X days (or ever) and bulk-creates follow-up tasks so they don't slip through the cracks. You filter contacts by `notes_last_contacted` or `hs_last_sales_activity_date`, pipe the results through jq to build task payloads, then associate each task back to its contact. The associations are the annoying part since there's no batch endpoint, so you're running one CLI call per pair. It leans hard on the bulk-operations patterns for pagination and dry-run digests. If you're staring at a renewals report and need to spin up 200 check-in tasks before end of quarter, this is the playbook.
- skills.sh installs
- 1.8K
- GitHub stars
- 29
- last updated
- Aug 21, 2026
Install
$ npx -y skills add hubspot/agent-cli-skills --skill customer-retention --agent claude-codeInstalls into .claude/skills of the current project.
Files
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=$(date -v-60d +%Y-%m-%d 2>/dev/null || date -d '60 days ago' +%Y-%m-%d)
# No outreach in 60d (calls/notes/meetings update notes_last_contacted)
hubspot objects search --type contacts \
--filter "lifecyclestage=customer AND notes_last_contacted<$CUTOFF" \
--properties email,firstname,notes_last_contacted,hubspot_owner_id
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- Repository
- github.com/hubspot/agent-cli-skills
- Categories
- AI & Agent Building, Sales & Marketing, CLI & Terminal
- First seen
- Jul 14, 2026
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