Research a prospect and log findings to CRM
Search for recent company news and add a research summary to their HubSpot record before your call
Overview
Preparing for a sales call usually means digging through LinkedIn, news sites, and Google to find what a company has been up to. This template does the research for you and logs a summary directly to your CRM, so you walk into every call informed and ready.
How it works
- Searches the web for recent news about the company from the last 30 days
- Focuses on funding announcements, leadership changes, and product launches
- Finds the corresponding contact in HubSpot
- Adds a note to their record with a three to five bullet point summary
Who this is for
Sales reps, account executives, and business development professionals who want to show up prepared for prospect calls without spending time on manual research.
Suggested prompt
Search the web for recent news about [1. Company name] from the last 30 days, focusing on funding announcements, leadership changes, and product launches. Then find the corresponding contact in HubSpot and add a note to their record summarizing what you found in three to five bullet points.
Frequently asked questions
Can I use a different CRM?
Yes, you can swap HubSpot for Salesforce, Pipedrive, or another CRM connected to your MCP server.
What if the company is not in my CRM yet?
You can modify the prompt to create a new contact or company record if one does not exist.
Can I change what types of news it looks for?
Yes, adjust the prompt to focus on different topics like partnerships, layoffs, or earnings reports.
How recent is the news it finds?
The prompt specifies the last 30 days, but you can change this to any timeframe you prefer.