Skip to content
International Marketing Consulting

Automate Sales Research and Outreach Prep 

Using Intent-to-Action by IMC 

Put Sales Research on Autopilot.

Automate sales research before outreach. Deliver sales-ready notes with signals and icebreakers using HubSpot lists or Google Sheets.

Turn buyer intent or any HubSpot company lists into sales-ready notes. Automate research and help reps start outreach prepared.

Stop wasting hours on manual sales research. Automate company insights and icebreakers before leads are assigned. 

Why you should put your sales research on autopilot

Your sales reps start every morning ready to outreach. Already knowing what to say.

Sales teams waste hours researching companies before outreach: checking hiring signals, product updates, funding news, partnerships, and trying to find a credible icebreaker.

Intent-to-Action by IMC operationalises and automates that research BEFORE a company is assigned to a rep.

 

Request a sample of the sales notes that SDRs, ABMs or BDMs will receive before outreach
Meet Jake Sales Rep's Daily Struggle
 
 
 

Is your sales team still doing manual research before outreach?

 

Sales leaders

Ask yourself:

  • How many hours does your team spend researching accounts every week?

  • Is that research consistent across reps? 

  • Do your best reps win because they prepare better, not because they send more emails?
SDRs / BDMs / ABMs

  • Are you still Googling companies before outreach?

  • Have you ever heard: “I can tell you didn’t do your homework”?

  • Or rushed outreach because you didn’t have time to research?

What your sales team receives

For every enrolled company in the workflow, your reps automatically receive a sales-ready note that includes:

  • Key business signals (hiring, product, funding, partnerships, expansion etc..).

  • Clear summaries with public sources. 

  • A recommended icebreaker to start the conversation naturally.

  • No manual research. Just start outreach.

How companies are enrolled

Intent-to-Action by IMC implementation service can trigger your workflow using:

  • Any HubSpot company list (static or active).

  • Or a Google Sheet (ideal for pilots, demos, or ad-hoc use cases).

For a scalable, end-to-end automation, we strongly recommend using a HubSpot ACTIVE company list.

Once a company meets your defined criteria and joins the list, it is automatically enrolled into the workflow and prepared for sales outreach.

Recommended setup (Basic Package)

Our standard implementation uses companies flagged by HubSpot’s Buyer Intent tool.

These companies are:

  • Automatically added to the CRM when they meet your qualification creteria. 

  • Filtered using rigorous qualification criteria defined with you.

  • Enrolled only when they represent a strong buying signal for your business.

This ensures sales teams focus only on qualified, sales-ready accounts.

Flexible by design

Once the core workflow (targeting companies showing buying signals) is live, additional custom automations can be added later, including:

  • ABM target account lists.

  • Territory-based or owner-based assignments.

  • Inbound or event-driven company lists.

  • Custom Google Sheet inputs.

  • You start with the core setup and expand only when needed.

Request a sample sales note