Find lookalike prospects from your best HubSpot customers

Finds companies that look like your best closed-won customers and adds them to a spreadsheet ready for outreach.

How the work actually flows

A straight line. Runs once per each top performing customer.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["on a set schedule"]):::trigtime s0[("pull closed won companies")]:::store s1["select top performing customers"]:::task s2[["search for similar companies"]]:::mi s3["clean and organize results"]:::task s4[("load prospects into spreadsheet")]:::store trig --> s0 s0 --> s1 s1 -->|"one per each top performing customer"| s2 s2 --> s3 s3 --> s4 out[/"spreadsheet of lookalike prospects"/]:::out pay{{"faster prospecting from proven customers"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineLead Generation & ProspectingSpreadsheet & Database Ops
Connects
HubSpotGoogle SheetsCompanyEnrich

The problem it solves

You know your best customers share traits, but finding more companies like them means hours of manual research and guesswork. Sales reps end up chasing leads that don't fit your ideal customer profile instead of ones that do.

Who it fits

A sales, growth, or GTM team that wants to prospect more companies similar to their best existing customers.

How it works

  1. On a set schedule, the system pulls your closed-won companies from HubSpot
  2. It picks out your top-performing customers based on revenue
  3. Each company's domain is used to search for similar companies
  4. The lookalike companies are cleaned up and organized
  5. New prospects are loaded into a spreadsheet, ready for outreach
What you get

Prospects who resemble your best customers

You build a fresh list of prospects that look like your best customers, ready to load into outreach the moment it's generated.

What you get

A spreadsheet of new prospect companies that closely resemble your best existing customers.

What you need

A HubSpot account, a CompanyEnrich API key, and a Google account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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