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 16 templates
See them in the template gallery
Clinics likely without online booking, with the practice manager.
Every Monday: dental and medical clinics in your city, Jev’s view of whether each likely takes bookings online (from its website and type), the ones without it scored by xMap AI as customers, with the practice manager from Apollo, into HubSpot. Clinics without online booking lose patients to those that have it. They are ready buyers for scheduling software.
- Good for
- A clinic scheduling SaaS · A dental software company · A patient engagement platform
- Each run gives
- New leads in HubSpot
- Time saved
- About 6 hours a month (an estimate)
New small offices scored as managed IT clients.
Every week: corporate offices and coworking spaces that opened in your city in the last six months, scored by xMap AI as clients for managed IT services, with the office manager from Apollo, emailed to the sales team. A new office needs laptops, networks and security set up at once, and rarely has IT staff. That is the moment to offer managed IT.
- Good for
- A managed service provider · A cybersecurity firm · A cloud reseller
- Each run gives
- An email
- Time saved
- About 4 hours a month (an estimate)
Companies hiring for a tool you integrate with, scored, to Slack.
Every Monday: companies hiring Salesforce administrators in your region, one per company, sized with Apollo, scored by xMap AI as customers for your Salesforce add-on, the best ones posted to Slack. A company hiring Salesforce admins runs Salesforce and is investing in it. An add-on for it is an easy conversation.
- Good for
- A Salesforce add-on vendor · An integration platform · A CRM consultancy
- Each run gives
- A Slack post
- Time saved
- About 4 hours a month (an estimate)
Computer shops graded as hardware resellers, with the owner.
Every month: independent computer stores and repair shops in your country’s cities, graded by Jev as resellers, the best with the owner from Apollo, into HubSpot for the channel team. Local computer shops sell and support hardware for small businesses. The best ones become a strong channel.
- Good for
- A laptop brand · A networking gear vendor · A software licence distributor
- Each run gives
- New leads in HubSpot
- Time saved
- About 2 hours a month (an estimate)
Coworking spaces and universities for developer meetups.
Every quarter: coworking spaces and universities in your city, the best-rated first, with the community or events manager from Apollo, for the developer relations team, into HubSpot. Developer communities meet in a few good spaces. A relationship with their community managers fills meetups.
- Good for
- A developer relations team · A tech community organiser · A coding bootcamp
- Each run gives
- New contacts in HubSpot
- Time saved
- About 1 hours a month (an estimate)
Companies raising money or expanding in the tech news, each with a sales angle.
Every weekday: the technology news read by xMap AI for companies raising money, opening offices or expanding into new cities, each placed on the map, the new stories only, with a line on why they may need your product now, emailed to sales. A company that just raised money or opened an office is buying tools. Reaching it that week, with a reason, gets the meeting.
- Good for
- A SaaS sales team · An IT services company · A cloud reseller
- Each run gives
- A daily email · A map
- Time saved
- About 11 hours a month (an estimate)
Hotels guests rate lowest, with the general manager, for guest software.
Every month: hotels in your city, judged by xMap AI from their rating and number of reviews, the weakest 30 with the general manager from Apollo, for the guest experience software sales team. Hotels with weak ratings need to fix the guest experience. They are the best buyers of tools that help.
- Good for
- A guest experience SaaS · A hotel review management tool · A hospitality consultancy
- Each run gives
- New leads in HubSpot
- Time saved
- About 2 hours a month (an estimate)
Newly opened independent cafes and restaurants, graded as point-of-sale buyers.
Every weekday: independent cafes, restaurants and bakeries that opened in the last 6 months in your city, the new ones only, graded by Jev as buyers of a point-of-sale system, the best 20 added to your sales sheet and emailed. A new venue chooses its till in its first months. Reaching it then, before a contract locks in, wins the account.
- Good for
- A point-of-sale software company · A payments provider · A restaurant software reseller
- Each run gives
- A Google Sheet · A daily email
- Time saved
- About 22 hours a month (an estimate)
New banks, clinics, pharmacies and law firms as cybersecurity clients.
Every month: bank branches, clinics, pharmacies and law firms that opened in your city in the last six months, scored by xMap AI as clients for cybersecurity compliance, into HubSpot. Regulated businesses must protect data from day one. New ones are looking for help now.
- Good for
- A cybersecurity firm · A compliance SaaS · A managed security provider
- Each run gives
- New leads in HubSpot
- Time saved
- About 1 hours a month (an estimate)
Charging operators by how fast they grow, for management software.
Every month: EV charging stations that opened in your country in the last year, grouped by operator, scored by xMap AI as customers for charging management software, emailed to sales. Small charging networks outgrow spreadsheets fast. Operators opening many sites need software now.
- Good for
- A charging management SaaS · An EV payments company · A charger hardware brand
- Each run gives
- An email
- Time saved
- About 1 hours a month (an estimate)
Fleets with their fleet manager and an opening line, for telematics.
Every month: trucking, courier and moving companies in your region, the new ones only, with the fleet manager from Apollo and an opening line by xMap AI, into HubSpot for the telematics sales team. Fleets save fuel and time with telematics. The fleet manager feels the pain and decides.
- Good for
- A telematics company · A dashcam brand · A route optimisation SaaS
- Each run gives
- New leads in HubSpot
- Time saved
- About 1 hours a month (an estimate)
Malls scored as footfall analytics buyers, with the manager.
Every quarter: shopping malls in your country’s main cities, scored by xMap AI as buyers of footfall analytics, with the mall or marketing manager from Apollo, into HubSpot. Malls sell space by footfall. The busiest malls need the numbers most.
- Good for
- A footfall analytics company · A retail media platform · A smart building vendor
- Each run gives
- New leads in HubSpot
- Time saved
- About 2 hours a month (an estimate)
Construction firms hiring project managers, for project software.
Every Monday: construction companies hiring project managers in your region, one per company, scored by xMap AI as customers for construction project software, with the operations director from Apollo. A firm hiring project managers runs more projects than its tools can handle. Software helps it scale.
- Good for
- A construction SaaS · A drone survey company · A BIM consultancy
- Each run gives
- New leads in HubSpot
- Time saved
- About 4 hours a month (an estimate)
Private schools with the principal and a pilot offer, approved.
Every quarter: private and international schools in your target cities, with the principal from Apollo and an offer by xMap AI, approved by you, into HubSpot for the edtech sales team. Private schools choose learning platforms for years. A free pilot opens the door.
- Good for
- An edtech platform · A school management system · A tablet supplier for schools
- Each run gives
- New leads in HubSpot
- Time saved
- About 2 hours a month (an estimate)
Independent gyms graded as software customers, to the sales team.
Every month: independent gyms, studios and martial arts schools in your city, graded by Jev as customers for membership and booking software, the good ones sent to the sales team on WhatsApp. Independent gyms run on spreadsheets and messages. Membership software saves them hours a week.
- Good for
- A gym software SaaS · A booking app · A payments company for studios
- Each run gives
- A WhatsApp message
- Time saved
- About 1 hours a month (an estimate)
Hiring, openings and rival moves in one weekly pipeline memo.
Every Monday: companies hiring for your category, new businesses that fit your product and rivals hiring sales, joined by xMap AI into a one-page pipeline memo for the sales team. Three signals in one memo give the sales team its week’s focus in five minutes.
- Good for
- A SaaS sales team · A startup founder · A revenue operations lead
- Each run gives
- An email
- Time saved
- About 4 hours a month (an estimate)
Market data and research 4 templates
See them in the template gallery
Data centres and internet providers on a map and in HubSpot.
Every quarter: data centres and internet service providers in your region, with phone and website, on a map and in HubSpot for the infrastructure sales team. Infrastructure sales start with knowing who runs what where. A current map keeps the territory clear.
- Good for
- A network equipment vendor · A data centre services company · A cloud provider’s partner team
- Each run gives
- New leads in HubSpot · A map
- Time saved
- About 1 hours a month (an estimate)
Customers whose business closed or changed, flagged for customer success.
Every Monday: each customer business in your table checked against the map; those that closed, moved or changed are flagged with what to do by xMap AI, posted to the customer success channel. Software churn often starts with the customer’s business changing. Customer success hears about it the same week.
- Good for
- A SaaS customer success team · A POS company · A telecom business unit
- Each run gives
- A Slack post
- Time saved
- About 4 hours a month (an estimate)
Developer hiring by city, for where to open an engineering hub.
Every quarter: software developer job postings across your region’s cities, counted by xMap AI, as a short note on where to open the next engineering hub. An engineering hub succeeds where talent is available and competition is manageable. Hiring data shows both.
- Good for
- A software company expanding · A tech investor · An investment promotion agency
- Each run gives
- An email
- Time saved
- About 2 hours a month (an estimate)
Your city split into five compact sales territories of the same size, on a map.
Every quarter: the businesses in your target categories across your city, shared out by area into five compact territories of the same size (owner and territory on each), with a plan by xMap AI for the field sales team, emailed with a map. Unbalanced territories frustrate reps and miss accounts. Sharing the real businesses out by area, the same number each, fixes that.
- Good for
- A field sales team · A distributor’s sales operations · A SaaS with field reps
- Each run gives
- A map · An email
- Time saved
- About 3 hours a month (an estimate)