Weekly lookalike target accounts from your best customers

Every Monday at 8am, build a fresh lookalike target account list and hand it to sales as a ranked outbound shortlist.

Step 1. Find our best recent customers. In HubSpot, use Search Deals to pull closed-won deals from the last 90 days above a minimum amount (default $10,000). For each matching deal, follow the association to the company and collect the unique set of company domains. This is the seed set of accounts that represent the kind of customer we want more of.

If the seed set is heterogeneous (mixed segments, very different sizes, very different industries), reason about which seeds best represent our ideal customer profile and prioritize those. Do not blindly use every domain.

Step 2. Find lookalikes. Call CompanyEnrich Find Similar Companies with the prioritized seed domains and reasonable firmographic filters (size band, geography, industry). Pick those filter defaults from the seed set itself. Ask for the 50 most relevant candidates.

Step 3. Dedupe against the CRM. For each candidate domain, run HubSpot Search Companies to check whether a company with that domain already exists. Drop any candidate that does. We only want net-new prospects.

Step 4. Enrich the survivors. Call CompanyEnrich Enrich Company by Domain on each surviving candidate to attach firmographics: headcount, industry, location, revenue band, tech stack signals, and anything else useful for ranking.

Step 5. Filter out bad fits. Skip candidates that look like consultancies, agencies, holding companies, parent-company shells, or other clear mismatches before writing anything to the CRM. Use the enrichment data plus your own judgment.

Step 6. Create the records. For each remaining lookalike, use HubSpot Create Company to create a new company record with the enriched properties (name, domain, industry, headcount, location, revenue). Set a custom property called lookalike_source_account pointing to the seed customer the candidate was matched from, so reps can see exactly why it was suggested.

Step 7. Notify sales. Use Slack Bot Send a Message to post a digest to the prospecting channel (default #prospecting) summarizing the top 10 newly created lookalikes ranked by AI-judged fit. For each one include the company name, a link to the new HubSpot record, the seed customer it was modeled on, and a one-line rationale explaining the match. Keep the message scannable: a ranked list, not a wall of text.

Trigger: cron, every Monday at 08:00 in the workspace's local timezone. Integrations used: HubSpot, CompanyEnrich, Slack Bot.