RevvedAgents docs

Identify and prioritize data enrichment opportunities

Scans all contacts and companies to calculate field coverage, identify enrichment gaps, and prioritize high-impact data improvements. Segments records by missing fields for targeted enrichment campaigns.

Find and merge duplicate records safely

Identifies duplicate contacts, companies, and deals using intelligent matching algorithms. Proposes merge strategies and waits for your approval before making any changes.

A rolling, reversible sunset policy for contacts who never engage

Runs a rolling sunset policy over your marketable contacts. Sorts them into HubSpot's own engagement cohorts (never-engaged, unengaged, cold, re-engage), maintains a HubSpot list per stage, and walks contacts down a reversible ladder — re-engage, breakup, suppress-eligible — so the people who never open anything stop dragging down your sender reputation and stop consuming marketing-contact tier. Anyone who engages is taken back off the ladder automatically. Every list change is approval-gated and reversible.

23-section consulting-grade portal audit with revenue impact + HubSpot deep-links

Deep-dive, 23-section audit of your entire HubSpot portal. Analyzes every dimension: contact & company data quality, deal pipeline health, service tickets, email deliverability, workflow automation, property hygiene, user setup, and data enrichment. Produces a professional consulting-grade PDF report with exact metrics, category scores, monetized revenue impact, deep-link CTAs to HubSpot records, and a 90-day roadmap. Supports scope targeting — full, contacts-only, or deals-only.

Clean up unused and duplicate properties

Identifies unused, duplicate, and poorly configured properties across your HubSpot portal. Suggests properties to archive or merge, and helps standardize naming conventions.

Prevent HubSpot portal suspensions before they happen

Watches your bounce trajectory and fires BEFORE HubSpot auto-suspends your portal at 5% hard bounce. Forecasts risk on proposed sends, pauses at-risk lists for review, and runs post-send autopsies so the next send stays deliverable.

30-second contact briefs your reps actually open before every call

Know who every contact is in 30 seconds — engagement signal, last-touch, recommended next move. Writes the context back to HubSpot so it shows up in every contact view, list, and workflow your team already uses.

A weekly board of the deals that are slipping, and why

Your weekly pipeline-review board. Ranks every open deal in your sales pipelines by what HubSpot does not tell you: how long it has sat in its stage compared with the deals you actually won, how many times the close date has moved, whether the buyer has gone quiet or only the rep, and how many people are on the deal. Each deal carries its reasons in plain language, with HubSpot's own deal score shown beside ours rather than blended into it. One approval per run turns the deals you tick into follow-up tasks in their owners' queues. It never changes a deal, moves a stage or contacts a buyer.

Who renews next, who went quiet, and who needs a call this week

Your customer book, reviewed every week. Works out who is coming up for renewal from the evidence your portal actually holds — a renewal deal, a retainer stage, or each customer's own buying rhythm — and prints which of those it used on every row, so a date nobody confirmed is never dressed up as one that was. Shows who has gone quiet, who has no renewal opportunity open, and who has already lapsed. One approval per run turns the customers who need a call into tasks for their account owners. Built for teams without HubSpot Contracts, and it reads your Contracts renewal dates where you have them.

Assigns the right ABR play to every account and creates the kickoff task with named contact and deadline

Picks the right ABR play for every account and starts it for you. Each account gets one of 10 plays — Exec-Sponsored Outreach for cold Tier 1, Velocity Push for active deals, Land & Expand for customers, QBR Cadence, Nurture Sequence, and 5 more — chosen by where the account is in your funnel and how strong the fit is. Accounts that shouldn't be actively worked (not-a-fit, low-priority maintenance) get a low-touch fallback state instead of an outreach play. For every assigned play your team gets a HubSpot kickoff task with the rationale, the named first contact to reach, the expected outcome, and a deadline. Plays that linger past their SLA without progress get flagged so nothing falls through. Re-running the agent doesn't double-task — accounts already on a play keep moving.

AI-generated personalised outreach briefs for every target account, logged in HubSpot

Generates a hyper-personalised outreach brief for every Tier 1 (or selected) target account. For each account you get: a company snapshot, why they fit your ICP, a buying group map with missing roles flagged, full engagement history, the recommended ABR play, a personalised outreach hook, a subject line, and a ready-to-send opening line. Every brief is logged as a HubSpot note so your reps have the intel before every call — without hours of manual research.

Audience lists for the Blended, Simple, Tiered-Industries, Lookalike, Technographic, Regional, and Loyalty plays

Builds the audience list for seven ABR plays that start from something other than your ICP tiers. Blended: turns website visitors and form converters at ICP-fit accounts into an outbound list. Simple: paste the companies you already know you want — IDs, domains, or names — and get a clean list. Tiered Industries: define your industry hierarchy (OEM → Tier 1 → Tier 2 suppliers) and get one list per level. Lookalike: finds net-new companies shaped like your ICP via Apollo and queues them for your approval before anything touches the CRM. Technographic: lists accounts by the technology they run — conquest plays (they use a competitor) or compatibility plays (they use what you integrate with). Regional: your ICP with a geographic constraint — countries, states, cities, or zip prefixes — for territory and regional-service businesses. Customer Loyalty: every current customer plus an at-risk subset (scored churn-risk or gone quiet), the retention motion's audience. Every output is a static HubSpot list ready for email sequencing, LinkedIn outreach, or account-based advertising.

Maps every contact to a buying role, flags committee gaps, creates sourcing tasks for the missing roles

Tells you who you actually need to know at every Tier 1 and Tier 2 account — and who you're missing. For every contact at every target account, identifies their role in the buying decision (Economic Buyer, Technical Evaluator, Champion, Legal/Compliance, End User, Blocker, or Influencer) and tags them in HubSpot so your whole team can see the committee at a glance. Accounts missing a budget holder or champion get a high-priority sourcing task with suggested titles to add. Every account gets a committee map note so the next rep into a call already knows who matters. The committee data lives on your HubSpot records — filterable in list views, usable in workflows, yours to keep.

Removes stalled accounts from ABR lists after your progression window — dry-run first, reversible by design

Account-based motions need an exit rule, not just an entry rule — an account that hasn't progressed in 90 days shouldn't keep soaking up ad spend and sequence slots. This agent scans your agent-managed ABR lists and flags every stalled member: still pre-customer, with zero CRM movement inside your window. First run is a dry run that reports exactly what would be unwound and why (with per-account quiet-day counts); flip one switch and it performs the removals. Loyalty lists are never touched (customers belong there by definition), unknown records are never removed blind, and re-running a play re-adds any account that re-qualifies — unwinding is reversible by design.

Score your entire company database against your ICP and build a prioritised target account list

Scans every company in your HubSpot portal against your Ideal Customer Profile (ICP) and produces a prioritised Tier 1 / Tier 2 / Tier 3 target account list. Surfaces coverage gaps (high-fit accounts with no contacts), untapped accounts (contacts present but no open deal), and accounts already in your pipeline so you can focus ABR outreach where it will have the most impact. Best for teams who want ICP scoring without automated task creation — upgrade to ABR Orchestrator when you're ready for fully autonomous execution.

Drafts the exact intro request your champion should forward to expand a single-threaded deal

Single-threaded deals close 40% less often. For every deal where you only have one person engaged, this agent writes the exact intro request you should send your champion — addressed to them by name, naming the specific peer-title to bring into the deal next (a CFO for late-stage commercial review, a CISO at a healthcare account, a VP Operations for implementation), and grounded in the deal's actual stage and dollar value. The draft lands as a HubSpot note on the champion's contact record so you copy-paste and send. Won't re-draft the same account within 14 days, so you won't pester your champion with duplicate asks.

Action step after ABR ICP Scout: turns reviewed tiers into HubSpot tasks, notes, and updates

Runs after ABR ICP Scout. Where the Scout defines and tiers your target accounts so you can review them, the Orchestrator is the ACTION step that follows: it scans your entire HubSpot portal — every company, contact, and deal — and takes action directly. It creates prioritised tasks for stuck deals, coverage gaps, single-threaded deals, and churn-risk customers; logs ABR briefing notes on top accounts; and updates lifecycle stages on qualified untapped accounts. Because it writes to your CRM, run the Scout first and confirm the tiers look right — then let the Orchestrator turn them into a full action queue. Not a report — a done job.

Builds structured buyer personas from your website or workshop notes — the context every other agent uses

Buyer personas are the context engine of account-based revenue — every sequence, brief, and strategy is only as good as the persona behind it. This agent builds them two ways. Website mode: point it at a company site and it derives distinct, specific buyer personas — real titles, the standards and technologies that constrain them, the pains they're measured on, the publications and tradeshows where they gather, and the objections they'll raise. Polish mode: paste raw persona-workshop notes (fragments and shorthand welcome) and get the finished persona document with every specific detail preserved. Personas are stored in RevvedAgents and automatically ground the Sequence Drafter, Account Brief, and ABR Strategy agents — so outreach reads like you've met fifty of these buyers, because your AI effectively has.

Drafts 3-email sequences per priority contact — named greeting, real signal, one concrete ask

Writes the outreach emails for you. For each priority account, picks the right person to reach (Economic Buyer first, then Champion, then Technical), drafts a 3-email sequence (Day 0, Day 4, Day 9) addressed to them by name, and grounds every email in the actual signal that triggered the outreach — a stalled deal, a heating engagement, a single-threaded risk. Each email is short (60–110 words), has one concrete ask, and skips generic openers like 'hope you're doing well' or 'circling back.' Drafts land as HubSpot notes on the contact and company so your reps copy-paste straight into Sequences. Won't re-draft the same outreach within 14 days, so you won't drown contacts in duplicates.

Builds static HubSpot lists per account tier and buying role, ready for activation channels

Turns your scored accounts into ready-to-activate HubSpot lists. Creates static company lists per tier (Tier 1 / Tier 2 / Tier 3) and static contact lists per tier and buying role (Economic Buyer, Champion, Technical Evaluator, and more) — the exact lists you push to email sequencing, LinkedIn outreach, and account-based advertising. Static means the agent manages membership, not HubSpot: your activation audiences stay exactly as segmented until the next run. Requires ABR Orchestrator or Account Scorer to have scored your accounts first; runs Buying Committee Mapper output when available for persona-level lists.

Pick a play, get the strategy — grounded in your personas, ICP, and live portfolio state

Pick one of the 10 ABR plays and get a runnable strategy document grounded in YOUR data — your documented buyer personas, your ICP, and your actual scored portfolio (tier counts, open risk issues). It specifies how accounts enter the motion, the realistic list size, the per-persona entry angles, the channel plan (email, LinkedIn, HubSpot social + ads, open-web ABM, direct mail) with each channel fed from a static HubSpot list, a step-by-step first sequence, the signals that escalate an account, and — critically — the unwinding rule: when an account that isn't progressing leaves the motion. Hands off directly to the Audience Builder to materialize the lists.

Turn contact-level engagement into company-level ABR scores and surface hot accounts

Aggregates contact-level HubSpot engagement signals (emails opened, meetings, calls, form fills) into a single company-level ABR score for every account. Identifies buying group spikes — accounts where 3+ contacts are simultaneously active — and single-threaded deal risk — open deals where only one contact is engaging. Gives your revenue team a real-time radar for which accounts to act on now.

Spots heating + cooling accounts before they convert or churn — creates timely outreach tasks

Tells you which accounts are heating up week over week so you can reach out while interest is fresh — and which ones are cooling before they go fully dark. Every tracked account gets tagged in HubSpot as heating, cooling, or flat based on changes in how often their contacts are engaging. Heating accounts get a high-priority outreach task ('act this week'); cooling accounts get a re-engagement task ('catch them now'). Spot the next inbound deal before your competitor does — without watching every contact card by hand.

Brand-locked, critic-reviewed blog drafts staged to HubSpot for approval

Content governance for your HubSpot blog. Reads the posts you have already published and finds what search tools do not check: claims made with no source anywhere on the page, links to competitors in your own copy, wording that breaks your house style, and pages an AI answer engine has no reason to cite. Every finding quotes the sentence it came from, so a human decides. Being rebuilt to run on your brand profile rather than a fixed rule set; the drafting side returns once it can write in your voice instead of somebody else's.