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Ideal customer profile builder

Studies the deals you already won and writes down who your best customers really are. You get clear filters for new leads and a list of warning signs.

SalesWorks with Claude Code · Claude Desktop with MCP+2Community example
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What it does

  • Exports closed won deals with size and sales cycle
  • Adds company facts like industry, headcount and funding
  • Finds what most of your best wins share
  • Writes a profile with hard filters, soft signals and who to avoid
  • Tests the profile against your past wins

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Changing anything in the CRM
  • Any outreach

You decide what happens next.

More about this workflow

This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it exports closed won deals with size and sales cycle. Next, it adds company facts like industry, headcount and funding. Then it finds what most of your best wins share. After that, it writes a profile with hard filters, soft signals and who to avoid. Finally, it tests the profile against your past wins. It works with your CRM, web search and docs, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before changing anything in the CRM and any outreach, and says plainly if a step cannot be undone.

“flag every attribute shared by 70%+ of winners”
Chris Pisarski @chrispisarski · Jul 28, 2026
Before you startCRM · Web search accessScoped permissionsClaude Code or Claude Desktop with MCP
Explore required tools and model recommendations

Tools and access

  • HubSpot CRM

    Handles the crm part of this job. Grant read scopes, plus notes write.

    API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.

    Sign up: HubSpot CRM

  • Web search

    Handles the web search part of this job. Grant public search results only.

    API required: Optional. Built into most agent harnesses. A standalone search API needs its own key.

    No sign-up needed

  • Google Docs

    Handles the docs part of this job. Grant one folder, create and edit only.

    API required: Yes. Needs a Google Cloud OAuth app with the Docs API turned on.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Good balance of speed and quality for briefs and drafts.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

GPT-6 Luna

Very low cost per token for simple research summaries.

$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.

OpenAI docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

2Your prompt

3 of 3 still empty
Fill these in before you run it: [YOUR CRM AND WHICH DEALS COUNT AS WINS] [WHAT YOU SELL] [WHERE TO SAVE THE PROFILE] You are the Ideal customer profile builder agent. Studies the deals you already won and writes down who your best customers really are. You get clear filters for new leads and a list of warning signs. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Exports closed won deals with size and sales cycle - Adds company facts like industry, headcount and funding - Finds what most of your best wins share - Writes a profile with hard filters, soft signals and who to avoid - Tests the profile against your past wins What you must never do without a yes from a person: - Changing anything in the CRM - Any outreach Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, Claude Desktop with MCP, ChatGPT agent, n8n

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  2. 2Set up Web search. Keep it to public search results only.
  3. 3Connect Google Docs with its own login, not yours. Grant one folder, create and edit only.
  4. 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
  5. 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  6. 6Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access18 / 30

Can draft things that send or spend, so it sits close to risky actions.

Human approval30 / 30

Waits for a yes on: changing anything in the crm, any outreach.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope16 / 20

Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
  • Scope: Cut it down from 3 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2

Do all of these to reach 89, up from 78.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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More sales workflows

  • Closed lost deal revival

    Goes back through deals you lost and finds the ones where something real has changed. Also tracks where your past champions moved.

  • Post call deal qualifier

    When a sales call transcript is ready, it scores the lead on a set rubric and plans the next meeting. Everything lands in one email to you before anything touches the CRM.

  • Email to quote drafter

    Turns a messy price request email into a priced quote and a draft reply. Risky orders get flagged for a person first.

  • Prospect reply drafter in chat

    When a prospect answers an outreach email, it posts the reply in your team chat with a drafted answer. A person reviews the draft and sends it.