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Hubspot // Prospecting Agent Strategy & Deployment

A HubSpot Prospecting Agent is an AI-powered sales assistant built within HubSpot’s Prospecting Workspace to help sales teams generate and qualify leads faster. The agent researches prospects, personalizes outreach, prioritizes leads, and books meetings directly in HubSpot - reducing manual tasks and accelerating pipeline growth.

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Product starting at:

$5,500
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Includes:

  • 1-hour Stakeholder Strategy Session to Define Prospecting Approach
  • Clarify target personas, ICP, outreach style, and success metrics
  • Determine Selling Profiles for 1–3 agents (shared team agent or rep-specific)
  • Identification of 4-6 strategic CRM based elements for automatic enrollment
  • Creation of workflows for automatic enrollment based on CRM triggers
  • 30-minute Agent Review & Feedback
  • Technical Implementation & Configuration (Configure the Agent Profile: Description, Identity, Tone & Language, Configure Sources & Training: Selling Information, Call-to-Action, Configure Guardrails: Autonomous Mode, Outreach Guidance)
  • 1-hour Live Team Training Session: Walkthrough of prospecting workspace and daily workflows, Best practices for reviewing and approving agent-drafted outreach, How to monitor performance and tune the agent over time

This only includes the creation of content for the Agent Selling Profile. Any other content or details (example: workflow to enroll, website) must already exist and are not included in this setup.

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