An AI sales assistant that
fills your HubSpot pipeline.
An AI powered assistant that researches companies likely to buy your dairy ingredients, finds the qualified leads and the decision makers behind them, and writes them straight into HubSpot as clean contacts and companies. It organizes prospects in your CRM, drafts personalized outreach, and runs the follow up automatically, so your team spends less time hunting and more time closing. Built on OpenAI and HubSpot, explained in plain language, and documented so you can keep using and expanding it long after the first project ships.
Prospecting by hand has a ceiling.
You know who buys dairy ingredients. The bottleneck is the manual work between knowing your market and getting clean, contacted prospects into HubSpot.
Finding buyers eats hours
Researching companies that buy your products, tracking down decision makers, and verifying contact details is slow manual work. It is the bottleneck between your ingredients and new customers.
Outreach drifts and follow ups slip
When prospecting is manual, messaging gets inconsistent and follow ups fall through the cracks. Good leads go cold because nobody had time to send the next email.
HubSpot only helps if it is fed
Your CRM is only as useful as the data in it. When prospects live in spreadsheets and inboxes instead of organized, enriched records, the pipeline you paid for stays half empty.
Research to outreach, running in HubSpot.
The assistant runs the full top of your sales funnel. It researches companies that fit your ideal customer profile, qualifies the ones likely to buy your dairy ingredients, and finds the decision makers with verified contact details. Every qualified prospect is created or updated in HubSpot as a clean contact and company record, organized into the right lists and pipeline stages with source and enrichment attached, and deduplicated so the CRM stays trustworthy at volume. From there it drafts personalized outreach from each prospect's context and triggers the appropriate HubSpot follow up workflows, while recommending which opportunities to prioritize based on your products and target markets. I will recommend the best technical approach up front, build it on OpenAI and HubSpot with Zapier, Make, or n8n where they fit, and explain every piece in plain language so your team can run it and expand into the future projects on your list, from Xero and quoting to order processing and Microsoft 365.
What you get. Phase by phase.
Every phase ships something you sign off on before the next begins. Approach and foundation, research, HubSpot sync, then outreach automation.
- Recommended technical approach, confirmed with you in plain language
- Ideal customer profile defined: who buys dairy ingredients and why
- HubSpot properties, lists, and pipeline stages set up for prospecting
- Data hygiene rules so new records land clean and deduplicated
- AI research agent finds companies likely to purchase your products
- Qualification against your ICP with reasoning attached to each lead
- Decision maker and contact discovery with verified emails
- Opportunity recommendations by product line and target market
- Contacts and companies created or updated in HubSpot automatically
- Prospects organized into the right lists, stages, and owners
- Source attribution and enrichment attached to every record
- Duplicate detection so the CRM stays clean at volume
- Personalized outreach emails drafted per prospect from their context
- HubSpot sequences and follow up workflows wired to prospect status
- Reply and engagement tracking flowing back into the CRM
- Plain language documentation and a walkthrough so your team can run it
- Targeting and messaging refined as real results come in
- Next projects built on the same footing: Xero, AI quoting, order processing, Microsoft 365
- New workflows across Zapier, Make, or n8n as needs surface
- Everything documented and owned by you, expandable without depending on me
Four weeks. Approach to live outreach.
Each week ships a working deliverable. Click any week to see exactly what lands in HubSpot by Friday.
Deliverables this week
- Recommended technical approach confirmed with you in plain language
- Ideal customer profile defined for dairy ingredient buyers
- HubSpot properties, lists, and pipeline stages set up for prospecting
- Data hygiene rules so new records land clean and deduplicated
Deliverables this week
- AI research agent finding companies likely to purchase your products
- Qualification against your ICP with reasoning attached to each lead
- Decision maker and contact discovery with verified emails
- Opportunity recommendations by product line and target market
Deliverables this week
- Contacts and companies created or updated in HubSpot automatically
- Prospects organized into the right lists, stages, and owners
- Source attribution and enrichment attached to every record
- Duplicate detection keeping the CRM clean at volume
Deliverables this week
- Personalized outreach emails drafted per prospect from their context
- HubSpot sequences and follow up workflows wired to prospect status
- Reply and engagement tracking flowing back into the CRM
- Plain language documentation and a walkthrough for your team
Let's scope the first project together.
A 30 minute call where I share my screen, recommend the technical approach for the sales assistant, and answer any questions before we start. This is the first project, and I build for the long run, so it is set up to grow into the Xero, quoting, and order processing work on your list. Happy to walk through commercials on the call.