Weekly lookalike prospects from last week's HubSpot wins

Every Monday at 8am, turn last week's closed-won customers into a fresh, deduped outbound target list for the SDR team. Use open-web research, not a firmographic database, so each pick comes with live signals from the candidate's own site.

Step 1. Pull last week's wins. In HubSpot, use Search Deals to find deals whose deal stage moved to closed-won in the past 7 days. For each matching deal, follow the association to the company and collect the company name, domain, industry, size or headcount, and any other useful firmographic properties. This is the seed set of customers we want more of.

If the week had no closed-won deals, skip Steps 2 through 5 and post a short Slack note saying there was nothing new to model from this week, then finish the run.

Step 2. Find lookalikes on the open web. For each seed customer, use Exa Search and Exa Find Similar together to surface 5 to 10 companies that look like that customer: same vertical, comparable size, similar product or buyer profile. Pull fresh content from each candidate's site so you have concrete signals (what they sell, who they sell to, recent positioning) to justify the match. Be conservative: if a candidate's site does not clearly support the match, drop it.

Step 3. Dedupe against HubSpot. For each surviving candidate domain, run HubSpot Search Companies on the domain. If a record already exists, drop the candidate. We only want net-new accounts.

Step 4. Apply a strict ICP filter and a volume cap. Skip candidates that look like agencies, consultancies, holding companies, parent shells, or otherwise off-profile. After ICP filtering, cap the total at roughly 25 net-new companies for the whole run so the SDR team can actually action the list. If you have more good candidates than slots, prioritize the strongest matches across customers, not the strongest matches for any single customer.

Step 5. Create the records. For each remaining lookalike, use HubSpot Create Company with the basics (name, domain, industry, size). In the description property, write a short Exa-sourced note in the form 'Lookalike of [customer name]: [one or two sentences explaining the match, drawn from the candidate's site].' Keep the note under ~300 characters so it stays scannable in the CRM.

Step 6. Post the digest. Use Slack Send a Message to post a single message to the sales channel (default #sales) summarizing the run. Group the picks by the source customer they were modeled on. For each pick include the company name with domain, a one-line rationale, and a link to the newly created HubSpot company record. Keep the message scannable: grouped headings and a short bulleted list per group, not a wall of text. If the cap was hit, mention how many additional candidates were considered but skipped.

Trigger: cron, every Monday at 08:00 in the workspace's local timezone. Integrations used: HubSpot (Search Deals, Search Companies, Create Company), Exa (Search, Find Similar), Slack (Send a Message).