Hubspot

Prospecting Agent Framework Workbook

 

A Free Workbook to Map Your Buying Groups, Define Your Signals, and Build a Prospecting System That Actually Works

HubSpot's Prospecting Agent is powerful. Apollo, ZoomInfo, LinkedIn Sales Navigator - all great tools. But without a framework, your reps are still guessing who to call, when to call, and what to say. This workbook helps you figure that out before you set anything up.

DOWNLOAD THE FREE WORKBOOK

 What's Inside

  1. Segment mapping - Define your target segments and build separate prospecting approaches for each one.
  2. Buying group templates - Map every role in the buying committee - economic buyer, champion, technical evaluator, end user, gatekeeper.
  3. Signal definitions - Decide which buying signals matter for YOUR business - funding, hiring, tech changes, website visits, competitive shifts.
  4. Enrichment tool comparison - Apollo vs ZoomInfo vs Surfe vs Sales Navigator - when to use each, costs, and strengths
  5. LinkedIn strategy - How to research, connect, and engage each role in the buying group with intention, not spray and pray.
  6. Outreach messaging framework - Different roles need different messages - plan your hooks and proof points per stakeholder.
  7. 8 use cases beyond cold outreach - Cross-sell, upsell, win-back, competitive displacement, ABM, events, partner prospecting
  8. 30-day action plan - Week-by-week checklist to go from zero to prospecting with purpose

 

Who This is For

01

Sales leaders tired of reps spending more time researching than selling.

02

RevOps teams setting up HubSpot Prospecting Agent and want to do it right the first time.

03

BDMs who know they need a system but don't know where to start.

04

Teams already using Apollo or ZoomInfo but not getting the results they expected.

05

Anyone who's been told to "use AI for prospecting" but wants a framework, not just a feature.

 

Stop Prospecting Without a Plan

45 minutes with this workbook will save your team months of trial and error.

DOWNLOAD THE FREE WORKBOOK

 

 

How it Works

1
Step

Download the workbook (free, no strings)

2
Step

Work through each section with your team - 45-60 minutes

3
Step

By the end, you'll have a clear framework: your segments, your buying groups, your signals, your messaging

4
Step

Plug it straight into HubSpot's Prospecting Agent and start prospecting with purpose

 

Want to Know More

Frequently Asked Questions

Do I need HubSpot to use this?

The workbook is designed around HubSpot's Prospecting Agent, but the framework (segments, buying groups, signals, messaging) works regardless of your CRM.

Do I need Apollo or ZoomInfo?

Not required. The workbook includes a comparison of enrichment tools so you can decide what fits. You can use the framework with just LinkedIn if that's where you're starting.

How long does it take to complete?

45-60 minutes if you work through it with your sales team. Some sections you can do solo, but the buying group mapping works best as a team exercise.

Is this actually free?

Yes. No credit card, no commitment. We built it because we believe teams get better results when they plan before they build.

What if I need help implementing the framework?

That's what we do. As a HubSpot Platinum Partner with 10+ years experience, we help teams set up Prospecting Agent with purpose. Email alyssa@gatherngrow.com and we'll take it from there.

 

Get a copy of the FREE workbook. Download now!
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Hubspot Prospecting Agent

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