Slack Announcement - HubSpot Lead Nudge Agent


Hey AI team 👋

I’ve got a new agent build ready for review. This one addresses a real pain point: deals getting stuck in HubSpot deal stages for ~21 days because we never have time to systematically follow up.

PR: https://github.com/brainforge-ai/brainforge-platform/pull/153

What I need from you:

  1. Review the PRD (knowledge/sales/agents/workers/outreach/hubspot-lead-nudge/PRD.md) - Full requirements with Before/After framework
  2. Review the build request (SLACK_BUILD_REQUEST.md) - Quick summary with concrete example
  3. Take on building this agent - This is a priority build for me

The Problem: We say we should follow up on stuck deals every 3-5 days, but it NEVER HAPPENS. No time to check HubSpot daily, no owner responsible, always deprioritized. Result: deals stall indefinitely.

The Solution: Agent that queries HubSpot daily for deals stuck >10 days, generates personalized nudge messages for EA review, tracks touch count, handles responses, and escalates appropriately.

Key Features:

  • Touch frequency: Touch 1-3 every 5 days, Touch 4-5 every 10 days, Touch 6+ monthly
  • Escalation: 3 assistant touches → CEO escalation
  • Response handling: Meeting booking = ideal, any response → HubSpot note for EA action
  • Never uses urgency/manipulation language
  • Goal: Reduce deal stage duration from 21 days to <10 days

What’s Included:

  • Complete PRD with Before/After framework
  • Scoping summary with implementation phases
  • Slack build request with concrete example
  • McGaw sequence analysis (learnings from real-world follow-up sequence)

Impact: Creates systematic pipeline velocity that didn’t exist before (0% → 100% follow-up coverage). This is net new value, not just speed improvement.

Take a look at the PR and let me know if you have questions. I’d like to get this built soon since deals are currently sitting idle.

Thanks!