Unlock the full potential of your sales strategy with HubSpot's advanced prospecting agent.
To get started with HubSpot's prospecting agent, navigate to the sales section in the HubSpot dashboard and select "prospecting agent." If it's your first time, you'll be greeted with a setup page. Click on "set up agent" to begin the process.
You'll first need to create a selling profile. Name this profile based on your target audience and the products or services you'll be selling. This profile will be crucial for the agent to understand what you are offering and who you are targeting. Add a description to your selling profile for internal reference, although this step isn't mandatory.
The most critical part of setting up your profile is adding your website. Once you input your website, click "analyze website." The agent will then scan your site and gather essential information, such as your value proposition, key pain points you solve, and the specific products and services you offer. This step usually takes about 15-20 seconds.
The selling profile is the cornerstone of your prospecting strategy. It helps the prospecting agent understand the nuances of what you're offering and tailor its outreach accordingly.
After the website analysis, ensure that all relevant information is correctly populated. The agent will pull data on what your company sells, the value proposition, pain points you address, and the industries and personas you target. Typically, the products and services section may remain blank, so you'll need to manually input this information. You can always add more products or services as needed.
Next, configure the identity from which the agent will send emails. This can be set up as a single user (such as yourself) or a contact owner. This setup ensures that outreach appears personalized and credible to the prospects.
One of the most powerful features of HubSpot's prospecting agent is its ability to customize email outreach. You can decide what the agent should include in its emails, whether scheduling a meeting, offering free guides or playbooks, or redirecting to a landing page.
To customize this, enable the desired options in the settings. For instance, if you want to schedule a demo call, turn on the scheduling feature and select the appropriate call type. You can also include free offers by selecting from pre-uploaded documents and adding a brief description. If you're driving prospects to a landing page, enable that option and provide the necessary details.
Once these configurations are set, you can decide the autonomy level of the agent. Starting with semi-autonomous mode is recommended. This setting allows you to manually review the emails before they are sent, ensuring alignment with your sales strategy. Once you're comfortable with the agent's performance, you can switch to fully autonomous mode for a more hands-off approach.
The prospecting agent doesn't just help with outreach; it also excels in research. Before any sales call, you can run the prospect's contact through the agent to gather valuable insights. The agent will provide a comprehensive view of the prospect's journey with your business, including conversion sources, engagement history, and recent activities.
This feature is particularly useful for understanding a prospect’s needs and tailoring your pitch accordingly. The agent can pull information from various sources, such as recent news, job opportunities, and blog posts, giving you a well-rounded view of the prospect's business landscape. By leveraging these insights, you can position your solutions more effectively and address specific pain points during your sales meetings.
HubSpot's prospecting agent offers two modes: semi-autonomous and fully autonomous. Each mode has its advantages depending on your familiarity with the tool and your level of trust in its capabilities.
Starting with the semi-autonomous mode is advisable. In this mode, the agent drafts email campaigns and suggests actions, but you have the final say before anything is sent out. This setup allows you to review and tweak the content, ensuring it aligns perfectly with your brand voice and sales objectives.
As you gain confidence in the agent's performance, you can switch to the fully autonomous mode. In this mode, the agent handles everything from drafting to sending emails without requiring manual approval. This can significantly streamline your outreach efforts, allowing you to focus on other high-value tasks.
To get the most out of HubSpot's prospecting agent, continuous improvement is key. Here are some tips and tricks to help you optimize your use of the tool:
Regularly Update Selling Profiles: As your products, services, and target audiences evolve, ensure that your selling profiles reflect these changes. This will help the prospecting agent stay relevant and effective.
Monitor Performance Metrics: Keep an eye on the performance of your email campaigns. Metrics like open rates, click-through rates, and conversion rates can provide insights into what’s working and what needs adjustment.
Leverage AI Insights: The prospecting agent continuously learns from your interactions and the performance of your campaigns. Utilize the AI-generated insights to refine your outreach strategies.
Use Research Data Wisely: Before sales calls, thoroughly review the research data provided by the agent. Use this information to tailor your pitch and address specific needs and pain points of the prospect.
Engage with Follow-Up Recommendations: The agent often provides recommendations for follow-up actions. These suggestions can be invaluable for keeping prospects engaged and moving them down the sales funnel.
Train Your Team: Ensure that your sales team is well-versed in using the prospecting agent. Regular training sessions can help them leverage the tool’s full potential, leading to more effective sales efforts.
By integrating these strategies, you can harness the full power of HubSpot's prospecting agent, driving better engagement, higher conversions, and ultimately, more sales.