Name: HubSpot Renewal Setup Agent
Author: Michael Ewing

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Michael Ewing

Audit your HubSpot and build enterprise-grade renewal operations in minutes. This agent scans your existing setup, identifies gaps, and generates ready-to-use Breeze AI prompts for custom properties, pipelines, churn forecasting, retention metrics, dashboards, and reports — the setup that normally requires a RevOps consultant.

HubSpot Renewal Setup Agent

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The first run scans your portal for renewal readiness -- existing pipelines, properties, dashboards -- and shows you exactly what's already in place versus what's missing across seven data-model modules. You see the gap before you commit to fixing it.

HubSpot Portal Audit

For each missing piece, the agent generates a Breeze AI prompt you copy-paste into HubSpot. Nothing is created automatically; you review every prompt, run only what you want, and confirm each change inside Breeze -- so you stay in full control of what lands in your portal.

Breeze-Ready Setup Prompts

Produces setup artifacts across the full renewal data model: renewal pipeline, churn forecasting properties, revenue retention metrics (ARR, MRR, GRR, NRR), custom dashboards, engagement tracking, and the contracts custom object. Pick one module or generate all seven.

Seven Module Coverage

A dropdown captures your HubSpot plan (Free, Starter, Professional, Enterprise) and every prompt is filtered to what your tier actually supports. Free/Starter users get scheduled-agent fallbacks for workflow-gated automations; Enterprise users see the contracts custom object. Nothing recommended is un-runnable on your plan.

Tier-Aware Branching

Every run returns both a data model spec that works on every tier and an automation plan that branches per tier -- workflow JSON for Pro+ or a scheduled-agent playbook for Free/Starter. You get a coherent rollout plan, not just isolated prompts.

HubSpot Renewal Setup Agent

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