Vet clinics as partners for pet insurance

Well-rated vet clinics scored as pet insurance partners.

MediumMonthlyAI

Pet care & veterinaryPetsFinance

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What it does

Every quarter: well-rated vet clinics in your cities, scored by xMap AI as distribution partners for pet insurance, with the practice manager from Apollo, approved by you, into HubSpot.

In one sentence: Monthly on the 1st at 08:00, in Berlin and Munich, find veterinarians and animal hospitals in the area, score and rank them with xMap AI, keep those where fit score ≥ 60, find the Practice Manager, Owner and Head Vet with Apollo, wait for approval, then create contact in HubSpot and email the list to you.

Why it is useful

Pet owners take insurance their vet recommends. Partner clinics are the strongest channel.

Who it is for

Pet care & veterinary. Vet clinics, pet stores, groomers, pet food brands and animal shelters reaching pet owners and the places that serve them. Every use case for pet care & veterinary

Best use cases

  • A pet insurer
  • A pet health plan provider
  • A vet payment app

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 90 minutes each time; it runs about 1 time a month, so it saves about 2 hours a month (an estimate). It is medium: 9 blocks.

The flow, block by block

  1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
  2. Our citiesWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
  3. Vet clinicsxMap 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. Score each clinic with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  5. Fit score ≥ 60Logic · FilterKeeps only the items that match a rule.
  6. Practice manager 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.
  7. Approve the partnersLogic · ApprovalStops the run until someone says yes.
  8. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
  9. 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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