Sales Research
Stop your sales team spending hours manually researching accounts. Connect this template to your stack, enrol your high-fit accounts and let the system surface the insights your team needs automatically and at scale.
Secure payment · Delivered within 72 business hours of payment received. The template will be customised to align with your business before delivery.
Please note: this fee covers the template only. The cost to run the research will depend on the volume of accounts processed and your chosen subscription plan for the tools hosting the research. These are separate costs billed directly by the tool providers.
on manual research
Not sure how much time your team is wasting? Use our calculator to find out.
You already know which accounts are high-fit. But before your team can reach out, someone has to spend 15-30 minutes per account manually researching. Multiply that across 40 accounts and that is 13+ hours of research before a single call is made.
to research-ready outreach
Use your preferred method to build your list of high-fit accounts whether that is HubSpot buyer intent signals, manual prospecting or an existing account list. The template accepts accounts enrolled via HubSpot or via a spreadsheet upload.
Accounts meeting your criteria are enrolled into the research workflow either via a HubSpot active list or via a spreadsheet upload. No manual triggering required.
The automation runs research on each enrolled account at scale identifying key insights your sales team needs to personalise their outreach. All accounts processed overnight or in bulk zero manual work required.
Structured research insights are pushed directly to your HubSpot CRM or Google Sheets your choice. Each account arrives with structured data ready for your team to use immediately.
Research-ready accounts are assigned to your sales team via round robin or manual assignment. Your SDRs log in to accounts that are already researched and ready. Just outreach. No manual work. Please note: automated round robin assignment requires HubSpot Professional or Enterprise. Manual assignment works on all plans.
Here is how a sales team uses this template with HubSpot buyer intent signals to eliminate manual research entirely and build a research-ready pipeline at scale.
A B2B sales team receives buyer intent signals from HubSpot. Instead of manually researching each account, this template processes them all automatically overnight and delivers research-ready accounts to the sales team the next morning.
Accounts meeting your ICP criteria automatically added to a HubSpot active list
HubSpot active list or spreadsheet upload triggers the workflow automatically with zero manual input
Key insights structured and ready processed overnight at scale
Structured insights delivered directly to your CRM or spreadsheet your choice
SDRs log in to research-ready accounts. No manual work. Just outreach. Round robin assignment requires HubSpot Professional or Enterprise.
The template comes with everything your team needs to install, connect and run bulk sales research automation from day one.
The complete plug-and-play template ready to install into your stack. Connect your tools, map your fields and start running bulk research immediately.
Choose where your research output lands — pushed directly to your HubSpot CRM records or structured into a Google Sheet. Both options are included.
Once payment is received, your template will be customised to align with your business and sent to your email address within 72 business hours.
for you
If you or your team are not familiar with automation tools or would prefer to have everything configured and tested by experts we offer a full setup service. You send us your details, we configure everything and hand it back to you ready to run.
Final price based on your current setup and level of customisation required. Template purchase (£197) is separate.
Buy the template today, install it into your stack and start generating structured sales research automatically. Delivered within 72 business hours of payment. The template is customised to align with your business before delivery.
Affiliate Disclosure: Some links on this page are affiliate links. Where HubSpot is mentioned and linked, I may earn a commission if you sign up through my link at no additional cost to you.