Growing small companies for my business loans team

Small companies that are hiring, sized and scored for a working capital loan.

MediumWeeklyAI

Banks, lenders & insuranceFinance

Use this template

What it does

Every week: companies hiring managers in two cities, one per company, sized with Apollo, those under 200 people scored by xMap AI for credit appetite, the strong ones into HubSpot and emailed.

In one sentence: Mondays at 08:00, in Mumbai and Bangalore, find companies hiring for “store manager OR operations manager OR branch manager”, remove duplicates, add their company details from Apollo, keep those where company_employees ≤ 200, score and rank them with xMap AI, keep those where fit score ≥ 60, then create company in HubSpot and email the list to you.

Why it is useful

Hiring is the clearest sign a small company needs cash to grow. This flow finds them weekly, checks their size and puts the strong ones in front of your lenders.

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

  • A bank's SME lending team
  • A fintech lender
  • An invoice financing company

What each run gives you

  • Companies in HubSpot
  • An email

The time it saves

Mondays at 08:00. Doing the same work by hand takes about 90 minutes each time; it runs about 4 times a month, so it saves about 6 hours a month (an estimate). It is medium: 10 blocks.

The flow, block by block

  1. Every MondayTrigger · 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. Small companies hiringxMap data · Job postingsLive job postings: who is hiring, for what, and where.
  4. One per companyLogic · Remove duplicatesKeeps one of each item when the same one arrives more than once, for example from two searches that overlap.
  5. Company size 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. Under 200 peopleLogic · FilterKeeps only the items that match a rule.
  7. Score credit appetite with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  8. Fit score ≥ 60Logic · FilterKeeps only the items that match a rule.
  9. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
  10. Email me the listAction · 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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