Runs daily
Account researcher
Finds and scores accounts that match your ideal customer profile.
Sales · Mid-market
Sales
Research and score every new lead
A research agent reads each new lead, scores it against your ideal customer profile, and drafts an intro for the best ones.
- more qualified pipeline
- 3.1×
- saved per rep each week
- 15h
- higher reply rate
- 2.4×
The problem
Why teams automate this
Reps spend their mornings researching accounts before they can send a single email, and every rep scores leads differently.
The run
One run, step by step
TriggerNew lead in HubSpot
- 1Read the lead
Company, role, and source from HubSpot.2s - 2Research the companyWebsite, news, funding, and tech stack.40s
- 3Score the fitAgainst your ideal customer profile, with reasons.5s
- 4Draft the intro
A personal first email for leads scoring 8+.12s - 5Rep approvesOne click to send, edit, or skip.—
Tools used
- HubSpot
- Gmail
Google Sheets
Template
Start from this template
Everything in this use case is ready to go as a template. Connect your apps and adjust it in plain language.
Open the template
Read Veloria’s story“We went from spending hours on manual research to getting a ready-to-reach list every morning. Agento changed how our team works.”
Daniel ReyesVP of Revenue, VeloriaMore use cases
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See how it works
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