More businesses like my best customers

Businesses that look like your best customers, near them, not yet in HubSpot.

MediumMonthlyAI

B2B sales & business developmentRetailFood and drinkDistribution

Use this template

What it does

Every month: businesses around each of your best customers that look like them, without the ones already in HubSpot, scored by xMap AI for how similar they are, emailed and mapped.

In one sentence: Monthly on the 1st at 08:00, take your table, find restaurants, cafés and retail stores within 2000 m of each, skip the ones already in your CRM, remove duplicates, score and rank them with xMap AI, sort them by fit score and keep the top 30, then email the list to you and show them on a map.

Why it is useful

Your best customers tell you who to sell to next. This flow finds their lookalikes around them and leaves out everyone you already know.

Who it is for

B2B sales & business development. Sales teams, SDRs and founders who need a steady list of the right businesses to call, with the person to ask for. Every use case for b2b sales

Best use cases

  • A supplier growing from its best accounts
  • A franchise finding similar operators
  • A software company copying its best segment

What each run gives you

  • A ranked email of lookalikes
  • A map coloured by similarity

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 150 minutes each time; it runs about 1 time a month, so it saves about 3 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. My best customersYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
  3. Similar businesses nearbyxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
  4. Skip companies already in HubSpotYour data · CRM lookupLooks each incoming item up in your CRM through its own search: is this company already a customer, is this email a contact?
  5. Each business onceLogic · Remove duplicatesKeeps one of each item when the same one arrives more than once, for example from two searches that overlap.
  6. Score how alike they arexMap AI · xMap LLMTell the AI what to do in plain words.
  7. Best 30 firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
  8. Email me the listAction · EmailSends one email per run with all the items, or one email per item.
  9. Show them on a mapAction · Show on a mapShows the results as points on a map, with the area of interest.

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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