Configured checks · Business development lead
A new lead arrives. The preparation begins.
Harbour Logistics asks about a warehouse review. The team needs to establish fit and prepare an informed first response without assuming a budget.
HubSpot
Gmail
Google DocsRole: Business development lead at a logistics consultancyTrigger: A scheduled check finds a new CRM enquiry
Discuss this workflowProspect research · Source-backed briefing
- Fit
- Requested service matches the service outline.
- Unknown
- Budget and decision date are not confirmed.
- Prepared
- Company brief and introduction draft.
THE WORK
How the workflow works
- 01HubSpot
Find the new HubSpot lead and check it has not already been processed.
- 02HubSpotGoogle Docs
Compare the enquiry with the approved service criteria in Docs; flag unknowns.
- 03Gmail
Prepare a lead brief and an unsent introduction draft for review.
THE RESULT
What you get
Time backCuts repetitive first-stage research and email drafting for new enquiries.
GETTING STARTED
What you need to set up
Connect the sources used in this example, then confirm the scope and schedule.
- HubSpot
- Google Docs
- Gmail
Connections and available actions depend on your account permissions and setup.
HUMAN CHECK
Before anything goes out
The business development lead decides whether the lead fits and approves any outreach.
Illustrative workflow and fictional output, not a customer testimonial or measured result. Actual results depend on source quality and setup.
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When needed
Walk into your next meeting prepared.
Bring meeting notes and customer context into one brief before the call.
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When needed
Turn the conversation into a proposal draft.
Turn client notes and approved material into a proposal draft for review.
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When needed
Bring the numbers back to the customer story.
Compare sales and payment records with customer activity.
Explore this workflow