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Bot recipe · Sales and CRM

Lead researcher.

Researches each new lead and writes a short brief on the contact in HubSpot.

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Free: 30 answers a day, plus 300 trial credits for every other model. No card.

HubSpot Chat with Work
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every hour

It works with

Its changes

The note asks as you; automatic as itself.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

For each new contact, find the company, its size, what it does, and the person's role, from the web and the email's domain. Score fit against the ideal customer profile in the instructions. Write a note on the contact: three facts, fit, and a first line for outreach. Never guess personal details.
Conversations
One per contact (event), or one per run (hourly).
Credits
About 8 to 25 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Sales and CRM

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Free: 30 answers a day, plus 300 trial credits for every other model. No card.