Browse the skills.
Every skill on this page is a play that Craig Neethling actually runs, packaged so your team can run it too.
Founder, Fulcrum RevOps | Fractional RevOps for SMBs | Post-close systems that stick
Founder of Fulcrum RevOps - fractional Revenue Operations for SMBs. I build the CRM infrastructure, documented processes, and AI automations revenue teams actually use. Previously RevOps & Customer Ops Lead at a B2B SaaS TikTok/Meta partner.
Joined sinceAug 2026
Published skills1
Watch the agent do the work, start to finish.
Not a playbook to read. A standard that runs.
Fix CRM Hygiene
Playing a recorded demo of Fix CRM Hygiene, 6 steps.
One install. It runs on your stack.
Everything below, packaged into one thing you install.
Fix CRM Hygiene
Routes every CRM fix to the person who owns the record. Capped, prioritised by revenue impact, and checked next week.
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You approve every action before it sends.
No credit card required to start. SOC 2 Type II + GDPR compliant.
Fix CRM Hygiene
Audit a HubSpot portal for CRM hygiene problems and route only revenue-impacting fixes to each record owner, capped and prioritised by revenue impact, with opt-in mechanical auto-fixes and week-over-week resolution tracking. Use when someone asks about CRM data quality, dirty data, missing fields, lifecycle stages, duplicate records, stale deals, unassigned accounts, untrusted reporting, or forecast accuracy. Not for Salesforce audits, generic reporting, or uncapped data dumps.
Connections
Hubspot: HubSpotMore skill sets from Craig Neethling
Closed-Won Handoff Brief
Turns a closed-won deal into the brief your CSM needs, including what the rep promised but never wrote down.
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You approve every action before it sends.
No credit card required to start. SOC 2 Type II + GDPR compliant.
$69/mo
Closed-Won Handoff Brief
Turn a closed-won HubSpot deal into the onboarding brief the CSM actually needs: contracted and implied commitments, buying committee map, buyer pain and success criteria, handoff risk with reasons, and a concrete 30-day plan. Use when a deal closes, onboarding or kickoff is being prepared, someone asks what was actually sold, or a sales-to-CS handoff needs reconstruction. If run without a deal or account, start by finding the 3 most recently closed-won deals and ask which one to process. HubSpot only. Do not use for Salesforce or other CRMs, generic deal reviews, or post-sale work without a closed-won handoff context.
Connections
Hubspot: HubSpot
Messaging: Slack
Messaging: TeamsRenewal Risk Sweep
Every renewal in the next 90 days, tiered by risk, with the play and the outreach already drafted.
Sign in at checkout to access your workspace.
You approve every action before it sends.
No credit card required to start. SOC 2 Type II + GDPR compliant.
$69/mo
Renewal Risk Sweep
Run a weekly or ad hoc 90-day renewal-risk sweep in HubSpot, tier every renewal by engagement, health, adoption, and commercial risk, show the reasons behind every score and tier, sort by ARR at risk, draft the specific play and outreach, and roll up the weighted forecast. Use when asked “which renewals are at risk?”, “run the weekly retention sweep”, “what is at risk for renewal?”, or for churn risk, NRR, retention forecasting, renewal prep, QBR or board retention prep. Do not use for general pipeline hygiene or non-HubSpot CRM workflows.
Connections
Hubspot: HubSpotPost-Close Revenue OS
Everything after closed-won: handoffs that don't leak and renewals that don't surprise you.
Sign in at checkout to access your workspace.
You approve every action before it sends.
No credit card required to start. SOC 2 Type II + GDPR compliant.
$138$89.70/mo
2 Skills included
Renewal Risk Sweep
Closed-Won Handoff Brief
How it works
Demo it free
You can try any skill on your own business before paying for anything. There's no sales call to sit through.
Install the skill
Free skills install right away and paid ones take a quick checkout first. Either way it's yours to run immediately.
It runs on your stack
Connect your tools once, and the skills will adapt to your company and ICP. Whenever it is enhanced, you get the update.