Sales Prospecting
Research & Outreach
Successful sales prospecting starts with knowing exactly who to reach and why. With our AI-driven approach, you can eliminate guesswork and focus on high-value prospects that are most likely to convert. We combine strategic research with powerful automation to refine your sales pipeline and maximize efficiency.
Key Features:
- Target Account Identification: Pinpoint your ideal customers with data-driven insights.
- Buyer’s Intent Analysis: Understand when prospects are ready to engage and act at the right moment.
- Total Addressable Market (TAM) Insights: Assess your market potential and prioritize opportunities.
- Data Enrichment: Leverage real-time data to ensure your prospect profiles are always up to date.


Seamless Sales Sequences
Once you’ve identified the right prospects, the next step is engaging them effectively. Whether manually or through automation, our AI-powered co-pilot ensures your outreach is timely, relevant, and personalized—so you never miss an opportunity.
Key Features:
- AI Co-Pilot: Your intelligent assistant that helps craft personalized emails.
- Email Drafting Assistance: Quickly generate compelling outreach emails with AI support.
- Lead Follow-Up Reminders: Never lose track of leads—AI nudges you when it's time to reach out.
- One-Click Approvals: Review, refine, and send AI-suggested emails with ease.
Real-Time AI Insights at Your Fingertips
In sales, timing is everything. Our AI-powered system continuously scans internal HubSpot data and publicly available information to keep you informed about key developments. Whether it’s industry news, company updates, or prospect activity, you’ll always have the latest insights to engage prospects meaningfully.
Key Features:
- AI Co-Pilot for Market Intelligence: Get relevant updates without endless research.
- Automated Data Scanning: Leverage both internal CRM data and external sources for deeper insights.
- Actionable Alerts: Get notified about critical prospect news so you can tailor your outreach in real time.

Why Partner with Us?
We don’t just implement tools—we build long-term sales strategies designed for productivity and growth. Our approach ensures that your AI prospecting efforts are backed by a solid CRM foundation, data-driven automations, and team alignment to drive sustained revenue operations success. Ready to transform your sales process? Let’s make smarter prospecting happen together!
FAQs
How long does an audit take?
Generally, these are the timelines we work with. We will always take the time to understand the way you’re using HubSpot and your business goals, marketing plans and sales processes before starting the audit. It’s important that we understand the context before going deep into your HubSpot account with a fine-tooth comb.
Marketing/Sales Pro: 3-5 days from kick-off call
Marketing/Sales Enterprise: 5-7 days from kick-off call
How often should I be doing an audit?
Depending on your business size and how you use HubSpot, it is good to do health checks every quarter. If you’re short on time, we can do an audit for you and share our unbiased ideas and point of view.
What do I get out of paying for a HubSpot audit?
At the end of the audit, you will get an unbiased list of ideas on what areas are working well, how you can improve HubSpot, major warning signs that could lead to detrimental outcomes in the future and HubSpot apps/integrations you could use but aren’t yet. You’ll get the what, why & how.
Do you have tiering options for a HubSpot audit?
We generally prefer auditing the whole platform as they’re all interconnected and context could be missed. However, we could break up the audits into chunks (Marketing, Sales and Service Hub) if that suits your business better.
We offer tiered pricing too as the HubSpot software level you have will also determine the functionalities you have available.
I'm one of your customers. Do I need to pay for an additional audit?
If you’re on a retainer with us, we will do regular health checks for you so not to worry, this will be taken care of!