.png?width=5528&height=1940&name=OneMetric%20(3).png "OneMetric")
This eBook is for sales leaders who want more predictable outbound without overhauling their stack. It explains how the Prospecting Agent works inside HubSpot, what it should and should not handle, and how teams roll it out without disrupting existing workflows.
Running Outbound with HubSpot's Prospecting Agent
A sales leader’s guide to AI-assisted prospecting inside HubSpot
What This Guide Covers
A Practical Adoption Path
A step-by-step view of how teams introduce the Prospecting Agent gradually, without changing how outbound already runs.
Clear Prospecting Framework
Defined rules and signals that help reps know whom to contact and why, while giving leaders full visibility and control.
HubSpot-Native by Design
How the Agent works entirely inside HubSpot using your existing data, rules, and approvals.
Real Usage in Real Teams
Examples of how SDRs, managers, and RevOps teams use the Prospecting Agent day-to-day.
What You Can Expect from the Prospecting Agent
Inside the eBook, you’ll discover how sales teams use the Prospecting Agent to make outbound calls more predictable while keeping human judgment and control.
-
Move from Prep to Execution
See who should be contacted today, with priority driven by real activity and intent inside HubSpot.
-
Automate Prospecting Preparation
Let the Prospecting Agent pull context, surface signals, and draft first-pass outreach so reps start their day ready to engage.
-
Use AI Without Losing Control
Keep humans in the loop with clear rules, approvals, and guardrails for every outbound action.
-
Create Focus for Every Role
Give reps a clear daily list, managers better coaching visibility, and RevOps consistent outbound behavior, all inside HubSpot.