Scale conversations without adding more manual work with HubSpot's AI Prospecting Agent.
We configure and automate HubSpot Prospecting Agent around your selling process, buying signals, brand voice, and CRM data – so your team can spend less time researching accounts and historical activities in HubSpot to get a context, and spend more time having relevant sales conversations. Velainn will turn Prospecting Agent from a feature into a sales workflow your team can understand and improve.
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It works even when you team is sleeping
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Human review when you need it
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Designed around your process
Prospecting Agent is a good fit for you if:
Your team spends too much time researching.
Prospecting Agent saves time of your sales team on researching by finding the right contacts faster and creating sequences for them accordingly
Your Ideal Customer Profile is clear.
When ICP criteria, personas, and intent signals are not defined, prospecting effort spreads across contacts that are unlikely to become good opportunities.
You need more consistent outreach.
The Agent can send automatic personalized emails based on your previous interactions with prospects, so that the outreach remains highly personalized
A prospecting agent aligned to your revenue process.
Every engagement is scoped to your branding guidelines, sales motion, audience. We start with a single focused profile.
Portal and data readiness
Review the CRM data, lifecycle definitions, contact ownership, connected inboxes, meeting links, permissions, and credit requirements that affect the build.
ICP and signal logic
Define target companies, personas, enrollment criteria, and relevant buying or research signals where those capabilities are available in the client portal.
CRM handoffs and automation
Connect agent activity to the sales process with practical ownership, notification, follow-up, and reporting rules that keep the CRM useful.
Selling profiles and plays
Translate your products, value propositions, personas, pain points, and positioning into focused profiles for the audiences you want to reach
Outreach guardrails
Configure sender identity, tone, brand voice, call-to-action options, send windows, frequency limits, and review-before-send or automatic sending.
Training and optimization plan
Show your team how to review drafts, enroll the right records, monitor performance, and refine the system without losing control of the process.
A clearer path from signal to conversation.
The goal is a repeatable system that helps your team focus on the right accounts, send more relevant messages, and learn from the results.
Good fit if you are
- A B2B, SaaS, technology, or professional services company
- Using HubSpot CRM and looking for practical AI adoption
- Want to be sure sales messages are written in your company tone
- Launching a new outbound or account-based motion
- looking to add more follow-up consistency without adding a new admin
We will help you clarify:
- Which accounts and personas should enter the process
- What the Agent should say and not say
- When a human should review, edit, or take over
- How agent activity should appear in the CRM
- Which performance signals should guide the next iteration
Clear answers about Prospecting Agent before we build.
What is HubSpot Prospecting Agent?
It is a HubSpot AI capability that can research target companies, identify relevant contacts based on configured criteria, and generate personalized outreach using CRM context and available signals. We configure the commercial context and operating rules around it.
How much money will our company pay to HubSpot for using Prospecting Agent?
The Prospecting Agent uses Credits available in HubSpot. Based on your HubSpot Subscription you may have 3000 (Professional) or 5000 (Enterprise) Free HubSpot credits per month. 1 lead enrollment costs 10 credits. I.e. for Professional Tier you are allowed to enroll 300 leads/month into AI conversation without extra cost. If you need more, then an additional 1,000 credit pack (100 enrollments) usually costs $10/month
Can the agent send emails automatically?
HubSpot supports both review-before-send and automatic sending options, depending on the setup. We normally start with a controlled review process, validate output quality, and then decide whether a higher level of automation is appropriate.
What does the client need before the project starts?
You need a defined offer, a target audience, a connected sending inbox, and access to the relevant HubSpot Sales tools. We also check the current subscription, seat, credits, permissions, CRM data, and meeting or document assets before configuration.
Will this replace our sales team?
No. The implementation is designed to reduce repetitive research and outreach preparation while keeping your team responsible for judgment, relationship-building, and meaningful sales conversations.
How can I measure success?
We establish a baseline around the metrics that matter to your motion, such as qualified enrollments, delivered outreach, replies, booked meetings, time saved, and pipeline quality. The exact reporting model depends on your CRM structure and sales process.
Ready to make prospecting more consistent?
Tell us where your sales process is today. We will help you identify what Prospecting Agent can support, what needs attention first, and set up a Prospecting Agent accordingly
You will get from us:
- Prospecting Agent setup
- Workflow/automation that will handle enrollments to the Agent
- Prediction of number of credits required per month (including your monthly free credits - sometimes it's enough)
- 1 week of support by us for free to ensure you're handling the Prospecting Agent accordingly
- HubSpot Report to see the Prospecting Agent performance
*The 1-time cost of setting up Prospecting Agent for a single persona/journey is $299 per setup.
Not sure if you need Prospecting Agent? Read more about it first.
Download 1-pager and decide where it can be helpful for your company.