Prospecting Agent: more time selling, less time researching
Our Prospecting Agent watches for buying signals, researches the companies that match your best customers, and drafts first outreach for your reps to check and send. It runs in HubSpot, and your team decides who to contact.
Trusted by growing businesses in the US, UK and Australia
Your reps are researching more than selling.
Our reps spend the morning researching.
LinkedIn, websites and the CRM, by hand. Half the day is gone before the first call.
We don't know which accounts to call.
Lists built on job titles, not reasons. Reps chase people who aren't ready.
Our outreach sounds like everyone else's.
Templates with a first name swapped in. Replies stay low.
We emailed someone a colleague was already talking to.
Nobody checked the CRM first. It looks careless to the buyer.
What a rep gets from the agent
Example data. Yours is built from your best customers, your signals and your CRM.
She didn't just slap a standard setup on us and move on. She asked questions, challenged how we were doing things, and built it around our team.
What the agent does, and what your team does
The agent does the groundwork. People make the calls.
Research done before your rep starts
The agent watches for the signals that matter to you, like hiring, funding, new locations and leadership changes, then researches the company and the people involved.
- Signals set for each type of customer you sell to
- The whole buying group, not one name
- CRM history checked before anything is drafted
So you can start the day with a short list of accounts worth calling.
People decide who to contact and what to say
Your reps review each draft, add what they know and send it from HubSpot. Strategy, tone and timing stay with them.
- Drafts to edit, not emails sent for you
- Sequences and tasks in HubSpot
- Replies routed to the right owner
So you can spend your time on conversations, not research.
New
Qualified
Quote sent
Won
HubSpot where it fits best, other tools where they do the job better
We build in HubSpot when it's the best fit, so the work sits next to your contacts and deals. When a job needs more, we use Claude skills or agents we build ourselves, and send the results back to HubSpot.
- HubSpot first, when it fits the job
- Claude skills and custom agents for the rest
- Results end up in your CRM
So you can get the right tool for each job, not one tool for everything.
A weekly report from our Reporting Agent
Every agent project and retainer includes our Reporting Agent. It shows ad spend through to pipeline and revenue each week, in plain language.
- Spend, leads, pipeline and revenue side by side
- A short summary every week
- Included, not sold separately
So you can see what's working without digging for it.
Clean data first, then an agent your team trusts
Discovery call
The job you want off your team's plate, and how it runs today.
CRM check
We check the data and processes the agent will rely on, and fix what's missing first.
Build and test
The agent set up in your accounts and tested on real records with your team.
Training and notes
Your team shown what the agent does, where it stops and how to adjust it.
Reviewed and improved
On a retainer, we check its work and adjust it as your business changes.
For B2B teams that prospect outbound
A good fit if
- Your reps prospect outbound
- You use HubSpot, or are moving to it
- You know who your best customers are
- You use a data tool like Apollo, or are open to one
Probably not a fit if
- You want thousands of cold emails sent automatically
- Your CRM data is a mess. Start with CRM Clean Up.
- HubSpot isn't your CRM, and won't be
Start where it makes sense for you
Every project starts with a discovery call, included. Projects and retainers are quoted in your currency.
Prospecting Agent setup
Good when you want this agent built and handed over.
- Discovery call and CRM check
- Agent built and tested in your accounts
- Your team trained, with notes
- Weekly report from the Reporting Agent
- Moves into a retainer, if you want
Fractional RevOps
Good when you want your agents run and improved every month.
- Agents reviewed and adjusted monthly
- CRM, reporting and new agents as you need them
HubSpot Audit
Good when you want to know if your CRM is ready first.
- What's working and what's missing
- 1-hour debrief call included
CRM Clean Up
Good when your data needs work before an agent can help.
- Duplicates merged, fields fixed
- Rules that keep it clean
Not sure which fits? That's what the first call is for. See how working with us runs.
What clients say about working with us
We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!
Alyssa has been the strategic and technical force behind structuring it all in a way that is scalable, clean and commercially aligned. She doesn't just execute tasks - she understands the business model, asks thoughtful questions, and translates complex operational needs into practical systems. What sets Alyssa apart is her ability to simplify complexity and create order.
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly!
Works well with
Scores new leads, routes them to the right person and flags the hot ones.
See the agent →AI agentSales Prep AgentBriefs your rep before every call on who they are, what they've looked at and what to ask.
See the agent →ServiceApollo + HubSpotApollo and HubSpot set up as one system.
Find out more →Free guideProspecting Agent workbookThe signal-to-outreach framework we use, step by step.
Get the workbook →One system, from first click to closed deal
Questions about the Prospecting Agent
What is a Prospecting Agent?
It's an AI agent in HubSpot that finds companies showing buying signals, researches them and drafts first outreach. Your reps check every draft before it goes out.
Does it send emails on its own?
No. We set it up so your reps review, edit and send. The agent does the research and the first draft, and people make the call.
Which tools does it use?
HubSpot's Prospecting Agent, with a data tool like Apollo, ZoomInfo or Surfe to find the right people. We'll suggest what fits on the first call.
What has to be true in our CRM first?
Clean records and a clear picture of who your best customers are. If your data needs work, we fix that first, because an agent on messy data makes the same mistakes faster.
Will it contact people we're already talking to?
Not if it's set up properly. We have it check CRM history first, so open deals, recent conversations and existing owners are taken into account.
Do we need a particular HubSpot plan?
It depends on which HubSpot features the agent uses. We'll check your plan on the first call and tell you before you commit.
Can we start with a guide?
Yes. Our free Prospecting Agent workbook walks through the framework we use.
Tell us how your team prospects. We'll tell you how the agent would help.
A call with Alyssa. No pitch deck.
- Which signals matter for your customers
- What to fix in your CRM first
- Whether a project or a retainer fits