Each template is a real flow on live data. Open it, change the city and the kind of place, test it and deploy it. Grouped by what the team wants to do.
Find customers and leads 15 templates
See them in the template gallery
Employers sponsoring visas, with their HR director, every Monday.
Every Monday: job postings that offer visa sponsorship in your city, one per company, each company found on the map with its phone and website, scored by xMap AI as a client for immigration counsel, with the HR director from Apollo, into HubSpot. A company that sponsors visas needs immigration counsel for every hire. Job ads say so before anyone else does, so you reach the employer while the cases are still open.
- Good for
- An immigration law firm · A relocation company · A global mobility consultancy
- Each run gives
- A list in your inbox · New leads in HubSpot
- Time saved
- About 8 hours a month (an estimate)
Young independent businesses graded as tax clients, in a sheet before tax season.
Every month before tax season: independent shops, salons and restaurants that opened in the last year in your city, graded by Jev as clients for bookkeeping and tax filing, the best 50 added to a Google Sheet for the outreach team. First-year businesses rarely have an accountant and almost all of them need one for their first return. Reaching them a month before the deadline turns into clients who stay for years.
- Good for
- An accounting firm · A bookkeeping service · A tax filing app
- Each run gives
- A Google Sheet for outreach
- Time saved
- About 3 hours a month (an estimate)
New estate agencies with their owners and an approved partnership note.
Every week: real estate agencies that opened in the last six months in your cities, each with its owner from Apollo and a short partnership note by xMap AI, approved by you, then emailed from your Gmail. Estate agents send buyers and sellers to the solicitor they trust. A new agency has not chosen one yet, which makes now the moment to introduce yourself.
- Good for
- A conveyancing solicitor · A property law firm · A mortgage broker building referrals
- Each run gives
- Approved emails from your Gmail
- Time saved
- About 6 hours a month (an estimate)
Companies hiring an in-house lawyer, each offered outside support while they hire.
Every Monday: companies advertising in-house counsel and legal manager jobs in your cities, one per company, placed on the map, with a short offer by xMap AI of outside legal support while they hire, added to a Google Sheet and emailed. A company hiring its next in-house lawyer has more legal work than people. A firm that offers to carry the load until the hire starts often keeps the work after.
- Good for
- A commercial law firm · A legal outsourcing company · A legal recruitment agency
- Each run gives
- A Google Sheet · An email
- Time saved
- About 3 hours a month (an estimate)
Growing startups hiring engineers, scored as IP clients, with the founder.
Every Monday: companies hiring software engineers in your city, one per company, sized with Apollo, the young and growing ones scored by xMap AI as clients for trademarks and IP, with the founder, into HubSpot and emailed. A startup that hires engineers is building something worth protecting. Reaching the founder early means the trademarks are filed by your firm.
- Good for
- An IP law firm · A trademark agency · A startup legal services platform
- Each run gives
- A list in your inbox · New leads in HubSpot
- Time saved
- About 6 hours a month (an estimate)
Mergers, lawsuits and fines in the news each morning, with the practice that could help.
Every weekday at 7:00: the business news read by xMap AI for companies merging, being bought, sued, fined or restructuring, each placed on the map where it happens, the new stories only, in a short morning brief for the partners with the practice that could help. Companies in a deal or a dispute need lawyers quickly. Reading the news for them every morning means your partners call first, with the right practice.
- Good for
- A corporate law firm · A litigation practice · A restructuring advisory firm
- Each run gives
- A morning email · A map of the stories
- Time saved
- About 11 hours a month (an estimate)
Companies hiring finance controllers, scored as audit clients, with the CFO.
Every Monday: companies hiring financial controllers or chief accountants in your city, one per company, scored by xMap AI as audit clients, with the CFO from Apollo, added to a Google Sheet and emailed. A company building its finance team is getting ready for an audit, a raise or a sale. That is when it chooses its auditors.
- Good for
- An audit firm · An accounting network · A finance outsourcing company
- Each run gives
- A Google Sheet · A weekly email
- Time saved
- About 6 hours a month (an estimate)
Embassies and international schools near your office, with what they need translated.
Every month: embassies, consulates and international schools within 10 km of your translation office, the new ones only, each with a note on the documents they likely need translated, into HubSpot. Embassies and international schools certify documents every week. Being the office nearby that already knows their needs wins the work.
- Good for
- A translation agency · A sworn translator · A document legalisation service
- Each run gives
- New leads in HubSpot · A map
- Time saved
- About 1 hours a month (an estimate)
New exchange and money transfer offices that need compliance help.
Every week: currency exchange and money transfer offices that opened in your cities, scored by Jev as clients for compliance and anti-money-laundering advice, the good ones posted to Slack and kept in a sheet. Money service businesses must meet strict anti-money-laundering rules from their first day. New offices are looking for advice before the regulator visits.
- Good for
- A compliance consultancy · A financial crime law firm · A regtech company
- Each run gives
- A Slack post · A Google Sheet
- Time saved
- About 4 hours a month (an estimate)
Employers hiring a lot with low ratings, as HR compliance clients.
Every Monday: companies with many open roles in your city whose customers rate them poorly, a sign of strain; each scored by xMap AI as a client for HR compliance advice, with the HR lead from Apollo. Fast hiring and unhappy customers often mean strained teams and HR risk. These employers benefit most from HR compliance advice.
- Good for
- An employment law firm · An HR consultancy · A workplace safety advisor
- Each run gives
- A weekly email
- Time saved
- About 4 hours a month (an estimate)
Companies hiring transformation leaders, each with a brief from an AI agent.
Every week: companies hiring transformation or strategy directors in your city, each researched by an AI agent (what is around it, who lives there, what else it is hiring for), with a one-paragraph brief for the partner who will call. A company hiring a transformation director has started a change it will need help with. A partner who calls with a sharp brief gets the meeting.
- Good for
- A management consultancy · A change management firm · An IT advisory practice
- Each run gives
- An email with a brief per company
- Time saved
- About 8 hours a month (an estimate)
Brands opening franchise branches, with who runs franchising.
Every month: chain stores and restaurants that opened new branches in your country’s big cities, grouped by brand, with the brand’s head of franchising from Apollo, for lawyers who draft franchise agreements. Every new franchise branch needs an agreement. Brands that are expanding fast are the clients who need a franchise lawyer most.
- Good for
- A franchise law firm · A franchise consultancy · A commercial lease lawyer
- Each run gives
- New contacts in HubSpot
- Time saved
- About 2 hours a month (an estimate)
Well-rated accountants near you, with a partner and a referral idea.
Every month: the best-rated accountants and tax consultants within 5 km of your firm, the new ones only, each with a partner from Apollo and a referral idea by xMap AI, approved by you and added to HubSpot. Accountants and lawyers share clients. A small referral network of well-rated firms nearby brings steady work both ways.
- Good for
- A business law firm · A notary · A financial advisor
- Each run gives
- New contacts in HubSpot
- Time saved
- About 1 hours a month (an estimate)
New restaurants each weekday, with an approved offer for licences and permits.
Every weekday: restaurants and cafes that opened in the last 30 days in your city, only the new ones, each with a short offer by xMap AI for licensing, permits and lease review, sent from your Gmail after you approve. A new restaurant juggles licences, permits and its lease in its first weeks. A short, helpful offer at that moment is welcome.
- Good for
- A hospitality law firm · A licensing consultant · A food safety advisor
- Each run gives
- Approved emails from your Gmail
- Time saved
- About 17 hours a month (an estimate)
Hiring and new offices joined into one business development memo.
Every Friday: two signals in one memo: companies hiring in-house counsel and new corporate offices in your city, joined into a one-page business development memo by xMap AI for the partners’ meeting. Partners do not read raw lists. One page that joins two strong signals and names who to call first gets used every week.
- Good for
- A law firm’s business development team · A consultancy’s partners · An accounting firm’s growth team
- Each run gives
- An email with the memo · A map
- Time saved
- About 8 hours a month (an estimate)
Market data and research 3 templates
See them in the template gallery
Client businesses that closed, moved or changed, with what to do.
Every Monday: each client business in your table checked against the map; those that closed, moved or changed phone are listed with what to do, by xMap AI, for the insolvency and recovery team. A client that closes quietly can leave unpaid fees and open matters. Hearing about it the same week protects the firm.
- Good for
- An insolvency practitioner · A debt recovery firm · An accounting firm watching its clients
- Each run gives
- A weekly email
- Time saved
- About 4 hours a month (an estimate)
Blocks where many people live far from legal help, for outreach planning.
Every six months: blocks of your city with many residents and no legal aid office or law firm within 3 km, ranked, with a short note by xMap AI for the bar association or NGO planning outreach. Legal help is unevenly spread. This flow shows where people are furthest from it, so mobile clinics and outreach go where they matter most.
- Good for
- A legal aid NGO · A bar association · A city access-to-justice programme
- Each run gives
- An email with the note · A map of gaps
- Time saved
- About 4 hours a month (an estimate)
Where road incidents cluster each week, with the people around them.
Every Monday: road incidents across your city in one list, grouped into hotspots by xMap AI, with the people living around the worst ones, for a law firm’s road safety awareness campaign, emailed and mapped. Road safety campaigns work best where incidents actually happen. This flow points the message at the right streets every week.
- Good for
- A personal injury law firm’s awareness campaign · A road safety charity · A city safety team
- Each run gives
- An email · A map of hotspots
- Time saved
- About 4 hours a month (an estimate)