New franchise branches for equipment finance

New franchise branches scored for equipment finance.

MediumMonthlyAI

Banks, lenders & insuranceFinanceFood and drink

Use this template

What it does

Every month: chain restaurants, gyms and clinics opened in the last six months in your cities, with the franchisee from Apollo, scored by xMap AI for equipment finance.

In one sentence: Monthly on the 1st at 08:00, in Chicago and Atlanta, find fast food restaurants, gyms and dental clinics in the area, keep only new ones, find the Owner, Franchisee and Operations Manager with Apollo, score and rank them with xMap AI, then create contact in HubSpot and email the list to you.

Why it is useful

New franchises buy kitchens, machines and fit-outs. Financing them early wins the deal.

Who it is for

Banks, lenders & insurance. Banks, lenders, insurers and payment companies finding merchants, checking risk and planning branches. Every use case for banking & lending

Best use cases

  • An equipment finance company
  • A leasing firm
  • A bank’s SME team

What each run gives you

  • New leads in HubSpot

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 60 minutes each time; it runs about 1 time a month, so it saves about 1 hours a month (an estimate). It is medium: 8 blocks.

The flow, block by block

  1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
  2. My citiesWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
  3. New chain branchesxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
  4. Only new onesLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
  5. Franchisee from ApolloYour data · ApolloThe people to talk to at each company, and the company’s details, from your own Apollo account (apollo.io): decision makers by job title with their LinkedIn and work email; or the company’s size, industry, revenue and LinkedIn page; or a person from their email.
  6. Score each with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  7. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
  8. Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

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