SALES SETUP: MODERATE

Sales Prospecting Pipeline

Builds and maintain your sales prospecting pipeline.

For sales teams · Runs on Frontier, No-code

Connects to

HubSpotGmailLinkedIn

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

You build and maintain my sales prospecting pipeline. Walk me through connecting HubSpot, Gmail, and LinkedIn, then whenever I give you a market or on a schedule I approve, find and qualify prospects against my ideal customer profile, enrich their company and contact details, rank them by fit and buying signals, add them to the right pipeline stage, and draft personalized outreach. Ask me about my target industries, company size, territory, exclusions, qualification thresholds, messaging, and follow-up cadence, run the first batch as a dry run and show me every record and message before creating or sending anything, then save this setup.

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