Setting up the Prospecting Agent for the first time? Join a Small Group Coaching session to learn more!
Prospecting Agent can help your team research accounts, personalize outreach, and connect with more prospects at scale. But if you’re setting it up for the first time, my biggest piece of advice is: start small before you scale.
Here are a few best practices for your first pilot:
Start with a focused audience. Choose one persona, audience, or use case first. The more specific you are about who you’re targeting and why, the easier it is to evaluate your results.
Review before you send. Start in “Review before sending” mode so you can check targeting, personalization, and message quality before giving the agent more autonomy.
Spend time on your selling context. Review what the agent understands about what you sell, your value proposition, and the pain points you solve. This context helps shape the outreach it creates.
Set your guardrails early. Define exclusions for contacts you don’t want enrolled and be intentional about sending windows and outreach frequency.
Choose buying signals intentionally. More signals aren’t necessarily better! Focus on the ones that actually indicate meaningful interest for your business.
Watch for overlapping automation. If plays are automatically enrolling prospects, make sure workflows aren’t doing the same thing and creating duplicate outreach.
Keep an eye on credits and volume. Prospecting Agent uses HubSpot Credits, so monitor usage as you test and scale.
Measure outcomes, not just activity. Emails sent and prospects enrolled tell you volume. Replies and meetings tell you whether your approach is actually working.
And remember: your first play is a pilot, not the finished product. Start focused, learn from the results, and refine from there.
Want help setting up your first play? Join a free Small Group Coaching session and work through it with us in HubSpot! Save your spot here!