Plug-and-Play Sales Research Automation Template

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Plug-and-Play Sales Research Automation Template

£197.00

Bulk automate your sales research. Connect this template to your stack, enrol your high-fit accounts and let the system surface the insights your sales team needs automatically and at scale.

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What Is This Template
Bulk automate the sales research
your team currently does manually

Once connected to your stack, this template takes your high-fit accounts, runs automated research on each one and delivers structured insights directly to your HubSpot CRM or Google Sheets — ready for your sales team to act on immediately. No manual work. Just outreach.

The Problem It Solves
Without This Template
✗SDR spends 15 to 30 minutes researching each account manually
✗40 accounts = 13+ hours of research before outreach begins
✗Inconsistent output — quality depends on the individual
✗High-fit accounts lose momentum while waiting to be researched
With This Template
✓Automation runs the research on every account automatically
✓Accounts processed in bulk overnight. Zero manual work
✓Consistent structured output every time
✓Research-ready accounts waiting in your CRM or Google Sheets
How It Works
1
Identify your high-fit accounts

Use HubSpot buyer intent signals, manual prospecting or an existing list. Enrol accounts via a HubSpot active list or a spreadsheet upload.

2
Accounts enrolled into the automation

Once enrolled, the research workflow triggers automatically. No manual input required.

3
System runs bulk research automatically

All accounts are researched at scale overnight or in bulk. Zero manual work required.

4
Output delivered to your stack

Structured insights pushed directly to your HubSpot CRM or Google Sheets — your choice.

5
Assign and start outreach

Accounts assigned to your sales team via round robin or manually. SDRs log in to research-ready accounts. Just outreach. Round robin requires HubSpot Professional or Enterprise.

What You Receive
Full Automation Template Ready to install into your stack
Customised to Your Business Configured to align with your setup before delivery
HubSpot and Google Sheets Output Both options included — you choose where insights land
Delivered Within 72 Business Hours Sent to your email once customisation is complete
Important — Please Read Before Purchasing
Template fee only: The £197 covers the template itself. The cost to run the research depends on the volume of accounts processed and your chosen subscription plan with the relevant tool providers. These costs are billed directly by the tool providers and are separate.
Basic setup required: Connecting the template to your tools and mapping your fields is required. If you are familiar with your stack this is straightforward. If not, our setup service is available from £350.
Round robin assignment: Automated round robin assignment of research-ready accounts to your sales team requires HubSpot Professional or Enterprise. Manual assignment works on all plans.
Refund policy: A 48-hour cancellation window applies from the time of purchase, provided the template has not yet been delivered. No refunds once delivered. Please review our full Terms and Conditions before purchasing.
Not Technical?
We will set it up for you

Full installation, field mapping, tool connection and end-to-end testing — done by a certified CRM expert and handed back ready to run.

From £ 350
Request Setup Service

Affiliate disclosure: links to HubSpot on this page are affiliate links. I may earn a commission if you sign up through my link at no additional cost to you.