HubSpot Prospecting Agent Setup
A Breeze agent finds companies that fit your customer profile and drafts first emails your reps approve.
- phaseImplementation
- engagementProject
- productSales Hub
The problem this solves
Reps spend their mornings researching companies and writing first emails. When they run short on time, nobody reaches out to new companies and the pipeline runs dry.
How I work
The agent writes only as well as the data it sees in HubSpot. So I start by reviewing your portal to see whether companies have industry and size filled in and whether contacts have notes and email history. If your customer history sits in an old CRM, I suggest starting with a migration.
Then I set up the agent with the companies it targets, the people it writes to, its tone and a description of your offer. At the start, every email goes to a rep for approval. We refine the first drafts together until reps send them with minor edits. I launch the agent on one group of companies and add more when the results are good. I train your team to work with the agent in 1.5-2 hour sessions.
What you get
- A review of the data the agent works from
- A profile of the companies and people the agent writes to
- An offer and tone description the emails are built on
- Rep approval of every email at the start
- Launch on one group of companies
- Training for reps on working with the agent
What usually goes with this service 3
HubSpot Sequences and Sales Tools Setup
Your reps get ready sequences, email templates, meeting links and a task list for every day.
Learn more
HubSpot Sales Forecasting and Reporting
A dashboard with a forecast built from the pipeline, where managers and leadership see the same numbers as reps.
Learn more
HubSpot Sales Pipeline Design
Stages with entry criteria, required fields on stage change and a view of deals that have stalled.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.