A workflow replaces manual lead qualification with HubSpot's free CRM tools. Import thousands of raw contacts, let HubSpot auto-enrich them with company data like employee count and founding year, filter by criteria like location or age, then find decision-makers. The whole process takes 15 seconds instead of 20 hours a week.
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Hey guys, welcome back. I want to share with you guys a super cool hack we just learned about recently on how to save us a ton of money and ton of time in qualifying our leads that we use for prospecting. And you guys can use this for sales, you can use this for business development, or any kind of outreach system where you're trying to qualify your leads just using HubSpot. Okay, just to give you guys context, we used to pay a VA on our team, a virtual assistant, You know, about $5 an hour, and this would take him about 20 hours a week where he would say produce I think about 500 leads. So we give him a list of raw data, and then he would go in and try to find all the information and put it into spreadsheets. Now we just eliminated that. We entirely automate that with about takes now takes 15 seconds from our team. So the way you do that, say you get a list, you go into HubSpot, and you just go here where it says. Settings on the top right corner. From Settings, you go down to Import and Export, and all you want to do is go ahead and import your list. And how a raw list looks like— this is all you really need. So this is a list we pulled from Capterra. So we have a list of over 7,000 contacts, just to give you an idea. You know how long that would have taken us? At least a couple of months. So you upload this list, company name, URL, You know, go to import, just put that in. And what that does is it matches the, the database which, which HubSpot has. They've already built this in. And based off that, it'll start matching and filling in the remainder of the data. Okay. So you, you import it and then you go out and hit export. So once it's prepared, you go out and export it. This is what happened here. We just went and exported that list. And now we get 7,000 contacts who are now ready to be worked with. So let me show you how that looks like. It actually came out with a lot more data than you see here, but you get the name, you get the number of employees, you know, total money raised, their LinkedIn profile of their company page, their website, the domain name, the LinkedIn bio, their city, the state, the country, the year it's founded. So now what you could do is now instead of having to do this manually, you can just go in and simply create a filter. Okay. Let's say I want to filter for companies that are at least, you know, 5 years or older, right? I just put in here a filter for, you know, 2015 or above, right? Or if I only, only want to look at companies in Canada, then I just go in here and put in a filter for companies in Canada. And what happens is now I've taken my list of 7,000, you know, down to say 1,000 that I can now use. And instead of— the only thing we don't get from this is the actual owner's company, sorry, the profile of the owner. But that is very, very simple. Now it's just a 2-click process. So let's say I pick up this company, you know, I can go here, You know, Noxus looks pretty good. I'm going to check out their website. You know, it's a lot simpler. And once I go here, I can simply just, you know, see they have who's on their team. Okay, so they're based in Melbourne. Let's say I was interested in contacting them. Go down to people and here you go. So I've got staff of who I want to contact. Here's the CEO. I'll go here, connect, and introduce myself. As a, uh, as a consultant, right? And then you're gonna go here, see their website, just simple click. Am I interested? Does this look pretty good? Yes or no? And then you have a less— a smaller list to work with instead of having to go through every single one of the 7,000. Now you only have 1,000 to work with. Okay, so hopefully guys, that was helpful. I hope this saves you a lot of time and money, but you can see how powerful just using a simple HubSpot platform, which is absolutely free To help you guys save a couple of hours in your day. All right guys, good luck and hope that was helpful. Bye-bye. Bye-bye.
